Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Ian is a Partner in the New York office with more than ten years of experience. He specializes in counseling high-net-worth individuals and families, senior executives, and business leaders in tax, investments, insurance, company benefits, estate planning, and retirement planning. He focuses on optimizing wealth through efficient investing, risk management, and tax strategy. With his broad base of finance and investing experience, Ian enjoys helping his clients find creative solutions to complex financial problems. He is also a member of the firm’s Environment, Social, & Governance (ESG) Investing and Diversity, Equity, and Inclusion (DEI) Committees.
Prior to joining Cerity Partners, Ian worked as an Associate at Hollander Asset Management in Miami, Florida. Ian is a Certified Financial Planner® and received his BSBA with a degree in Management Science and Economics, University of Miami.
What kind of clients work best for you?
Clients with complex financial situations who are looking to simplify their lives. Too many cooks in the kitchen can cause chaos, whereas I believe having a one-stop-shop of experts benefits everyone.
Who inspired you to pursue your career in financial management? How?
Each one of my clients. When I see that “AHA!” moment from the client as we walk through our financial plan, it brings me so much joy.
What differentiates Cerity Partners from other firms in our space?
Our people. At the end of the day, most of our competitors have teams who are just as bright. When you want to work with people who are optimistic, fun, and energetic, Cerity Partners is for you.
Insurance Planning & Risk Management
Soon-to-be retirees about to turn 65 have an important choice to make regarding their health insurance. Specifically, do you go with traditional, public-sector Medicare, or do you combine that approach with a privately-administered Medicare “Advantage” plan?
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