Ian joined RVK in 2011 and is based in Sagle, Idaho, supported by our Portland office. In his role as a Senior Consultant, Ian serves many of the firm’s public fund clients in addition to advising on working capital reserves, operating portfolios, and corporate clients.
His responsibilities include asset allocation, investment manager research, forward-looking capital market assumptions, asset class portfolio structuring, and client education presentations.
Ian earned a BS degree with a major concentration in Finance coupled with a minor in Economics from Montana State University. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Spokane. Ian is a shareholder of the firm.