Ian joined the Investment Team in 2018 and serves as an analyst. He has been an analyst since 2014. Ian works with all members of the Investment Team to support daily operations, research, analysis and is our lead writer for publications.
Ian is a graduate from California State Polytechnic University with a Bachelor of Science in Business Administration in Finance, Real Estate & Law.
Ian holds FINRA Series 7 and 66 registrations through LPL Financial.