Ian Harvey is a knowledgeable Wealth Advisor currently employed at Corient, one of the largest integrated Registered Investment Advisors in the United States, since July 2023. Prior experience includes serving as a Wealth Advisor at CI RegentAtlantic Private Wealth and a Senior Advisor at Bridgewater Advisors Inc. Ian has also held various positions within the Financial Planning Association, including FPA NexGen Chair and Local Leader Liaison, and worked as a Financial Planner at Financial Asset Management Corporation and an Advisor at Sontag Advisory. Ian began a financial career as a Financial Planning Associate at Rockwood Wealth Management and gained initial experience as a Finance Intern at Chubb. Ian holds a Bachelor of Science in Finance and is certified with CFP and CFA designations, having graduated from Virginia Tech's Pamplin College of Business in 2012.
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