Ian is a portfolio manager based in Austin. He joined the firm in September 2016 as a result of the combination between Brown Advisory and Blackhaw Wealth Management. Ian founded Blackhaw Wealth Management in 2009 and oversaw the firm’s research and investment activities including strategic wealth planning, portfolio management, risk management, and performance reporting. Prior to founding Blackhaw, Ian was the director of research and investment management for a family office investment company and a private foundation, where he was responsible for investment research and analysis.
Education
- The University of Texas at Austin, McCombs School of Business, MBA (2004)
- California Maritime Academy, BS (1998)
Community Involvement
- Board Member, Sustainable Food Center
- Lecturer, Finance Department of University of Texas at Austin, McCombs School of Business
Certifications
- CFA®