Client Service Associate, Institutional
Ian supports the firm’s institutional investment consultants in all areas of account administration and client service. Prior to joining the firm in 2021, Ian was a client associate and financial advisor at Merrill Lynch in Boston. He graduated with a BA in Economic Anthropology from Trinity College. Ian serves on the board of Raise a Glass Foundation and volunteers with the Cystic Fibrosis Foundation, Feed America, CT Children’s Hospital and Semper Fi Fund. In his free time, he enjoys cooking, reading, the outdoors in any form and travel.