IP

Ian Person

Senior Director, Investments (portfolio Mgr)

Ian Person, CFA, currently serves as Senior Director of Investments at Corient, leading the portfolio construction team and co-managing large cap core and focused equity strategies. Prior to this role, Ian was Vice President and Equity Research Analyst at Inverness Counsel LLC, focusing on various sectors including consumer, healthcare, technology, and communication services. Ian began a career in equity research at Bloomberg LP, initially as an Equity Research Associate and later as a Team Leader, managing a team covering diverse industry verticals. Ian also gained experience at Vanguard and J.P. Morgan in analyst and associate roles. Ian holds a Bachelor of Business Administration in Finance and Economics from Temple University.

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