Education and Training:
State University of New York at Albany - BA in Economics
Minor in Business Administration
Series 7, 63, 65
Community, Charitable or Professional Organizations/Associations:
Prior to joining Strategies for Wealth, Ian spent 15 years on Wall Street in US Treasuries and 15 years of business ownership. He now comes to Strategies for our supportive company culture. In his spare time, Ian enjoys golf, skiing and traveling. He currently resides in New Jersey with his wife, Kathy and two children, Rachel and Russell.
NY RHB, LLC., D/B/A Strategies for Wealth are Agents of The Guardian Life Insurance Company of America, New York, NY. Strategies for Wealth is not an affiliate or subsidiary of Guardian.