Ian is a financial professional with nearly a decade of experience in the financial services business. He cemented his passion for finance at the University of Pittsburg with a Bachelor of Science in Finance and Economics. After graduating, Ian started his career at Vanguard where he specialized in helping clients transition assets with an emphasis on tax management, risk tolerance, investment goals and asset selection.
Ian went on to pursue additional experience at SEI Investments where he became a Mutual Fund Trader for Institutional clients. Primarily, those institutional clients were large US Banks including BNY Mellon, Edward Jones and Truist. His role was executing, settling and reconciling all of the mutual fund block trades on a daily basis. In his spare time, he enjoys trying new recipes out at home, playing golf, soccer and photography.