Ian’s investment expertise and due diligence background allow him to make sense of a complex investment environment in order to help our clients' achieve their wealth goals.
Ian joined Brightworth in 2012 as an Investment Analyst. His primary responsibilities are investment research and manager due diligence. He also works on developing investment strategies for client portfolios, trading and assisting with operational needs of the portfolio management team.
Ian previously worked five years for a leading, multi-billion-dollar investment management firm in Philadelphia. There he helped oversee the firm's two-billion-dollar custom account platform by managing client portfolios, performing investment manager due diligence across various asset classes and handling product specialist responsibilities. Prior to this role he managed the firm’s high-net-worth client reporting.
Ian graduated from the University of Texas at Arlington with a Bachelor of Business Administration in finance. He is a CFA Charterholder and a member of the CFA Society of Atlanta.
Ian has also spent time overseas serving impoverished individuals in third world countries as a volunteer with HOPE Worldwide, LTD, a faith-based non-profit organization. He and his wife have one son and are members of the North River Church of Christ. A native of Texas, he enjoys sports, travel, music, reading and spending time with family.