Ian MacPherson

Ian MacPherson, CFA, CAIA has a solid background in the investment industry, with experience ranging from financial planning to investment analysis. Currently serving as a Principal/Consultant at Prime, Buchholz & Associates, Ian previously held roles such as Investment Manager at Wells Fargo Family Wealth and Investment Management Specialist at Calibre Advisory Services, Inc. Ian began their career as a Financial Planning Associate at Tanager Financial Services, which later became Calibre Advisory Services, Inc. Ian obtained their Bachelor of Arts in Administrative Science from Colby College in 2003.