Ian Millman

Ian Millman is a Partner and Wealth Manager at Kingsview Partners, where Ian uses a plan-based approach to help clients achieve their financial goals. Prior to this, Ian worked as a Vice President-Investments and PIM Portfolio Manager at Wells Fargo Advisors, Vice President/Portfolio Manager at Merrill Lynch, and Senior Financial Advisor at Morgan Stanley. Ian graduated with a Bachelor of Arts in Business from the University at Albany.