About
Ian
Ian supports existing clients with portfolio construction, investment advice, and market outlooks. A father himself, his focus is on working with families with young children planning for future education expenses and other family-based goals.
Ian has three years of experience in the finance industry, having previously served as a Financial Advisor at WealthBridge Financial, where he provided comprehensive financial planning and investment management solutions for individuals and families. In addition, Ian worked as a Sales Engineer and Solutions Engineering Manager for Edmund Optics, developing new business with target accounts, providing system-level technical assistance for existing clients, and working across departments to develop and implement sales enablement and marketing strategies.
Outside of the office, Ian lives with his young son, Clark, in south Philadelphia. A former competitive swimmer, Ian still finds time to get into the pool and also enjoys exploring the Philadelphia restaurant scene and travelling, both domestically and internationally.
Education and Professional Milestones
-Drexel University - bachelor’s degree in mechanical engineering
Ian supports existing clients with portfolio construction, investment advice, and market outlooks. A father himself, his focus is on working with families with young children planning for future education expenses and other family-based goals.
Ian has three years of experience in the finance industry, having previously served as a Financial Advisor at WealthBridge Financial, where he provided comprehensive financial planning and investment management solutions for individuals and families. In addition, Ian worked as a Sales Engineer and Solutions Engineering Manager for Edmund Optics, developing new business with target accounts, providing system-level technical assistance for existing clients, and working across departments to develop and implement sales enablement and marketing strategies.
Outside of the office, Ian lives with his young son, Clark, in south Philadelphia. A former competitive swimmer, Ian still finds time to get into the pool and also enjoys exploring the Philadelphia restaurant scene and travelling, both domestically and internationally.
Education and Professional Milestones
-Drexel University - bachelor’s degree in mechanical engineering