Ian joined RegentAtlantic in 2020 as an Analyst with the Investment Team. His responsibilities include conducting investment research and analysis for the Investment Committee and monitoring client portfolios for potential rebalancing opportunities. Ian graduated from Indiana University in 2019 with a B.A. in Finance. He is currently studying for the CFA Level 1 and enjoys going to the gym. Prior to joining RegentAtlantic, Ian lived in Chicago working as a financial planner for Ayco, A Goldman Sachs Company, and has now moved back to New Jersey and lives in North Bergen.