Certified Financial Planner™
Master of Business Administration
BIOGRAPHY
Ian currently serves as a Financial Advisor with Pure Financial Advisors. During more than 25 years in the private wealth management industry, he has helped a wide variety of high-net-worth families, executives, business owners, and other hard-working individuals achieve their financial goals. Among his broader financial planning capabilities, Ian has experience in retirement planning, investment management, and equity compensation.
Prior to joining Pure Financial, Ian held roles as a Senior Relationship Manager with Morgan Stanley and a Vice President with JPMorgan. He earned his CERTIFIED FINANCIAL PLANNER™ certification in August of 2005. Ian also earned his Master of Business Administration at The University of Chicago Booth School of Business, and Bachelor of Science in Business from Miami University.
Being the son of a US Air Force officer, Ian lived in several places growing up but has settled in the Chicago suburbs where he enjoys spending time with his kids, hiking, biking, and playing ice hockey.
Ian's Latest Contributions
Employee Stock Purchase Plans (ESPPs) are popular employee benefits programs offered by many companies as a way to allow employees to purchase company stock at a discounted price. ESPPs are designed to enable employees to purchase company stock through payroll deductions, often at a discount from the market price. These plans are a way to […]
Restricted Stock Units (RSUs) have become a popular way to compensate employees for their efforts. RSUs are a type of equity-based compensation in which an employee receives shares of company stock as part of their overall compensation package. However, RSUs typically do not grant the employee ownership of the stock outright until certain conditions are […]
