Inverness Counsel
Ian is a Vice President and Equity Analyst. He conducts fundamental research on the healthcare, communication services, technology, real estate and consumer sectors. Prior to joining Inverness in 2018, he was an Associate Analyst for Bloomberg Intelligence, the research division. Ian was responsible for covering companies in the healthcare services sector and managing a team of seven associates. Previously, he was an Equity Fundamentals Analyst at Bloomberg, and also held Analyst roles at the Vanguard Group and J.P. Morgan.
Ian earned a BBA from Temple University in 2010 and holds the Chartered Financial Analyst ® designation.
This person is not in any offices
Inverness Counsel
Inverness Counsel is a wealth management firm that offers advice to its clients to meet both their short-term and long-term goals.