Ian is a Principal in the New York office. He supports the Executive Financial Counseling practice, which provides financial planning and tax preparation to corporate executives.
Before joining Cerity Partners, Ian worked at Hollander Asset Management in Miami, Florida. His role as Financial Associate included reconciling eight closed-end funds, developing investment strategies and managing the portfolio accounting system, Advent.
Ian earned his Bachelor of Science in Business Administration from the University of Miami with a degree in Management Science and Economics. He is a Certified Financial Planner (CFP®).
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