About Ian
Ian supports a team of financial counselors with all aspects of client relationships, including financial, investment, and tax planning for high-net-worth individuals and corporate executives.
Outside the office, Ian enjoys hiking the White Mountains in New Hampshire, running marathons, and spending time with his wife and friends.
Education and Professional Milestones
-Boston University - bachelor of arts degree in economics
-Has worked in Boston as an investment consultant for a national financial services firm
Ian supports a team of financial counselors with all aspects of client relationships, including financial, investment, and tax planning for high-net-worth individuals and corporate executives.
Outside the office, Ian enjoys hiking the White Mountains in New Hampshire, running marathons, and spending time with his wife and friends.
Education and Professional Milestones
-Boston University - bachelor of arts degree in economics
-Has worked in Boston as an investment consultant for a national financial services firm