Ian joined NorthCape Wealth Management in 2022 as a Financial Analyst, helping NorthCape to service existing clients, as well as allowing room for future growth. Ian earned his undergraduate degree in Finance from Canisius College, also studying in an International Finance Program at the University of Galway, Ireland. Ian is also a CFA® charterholder, having earned his designation in 2026. His main focus on the team is investment research, trading, and portfolio management. Ian is a Buffalo native currently residing in Amherst and is a proud alumnus of St. Joseph’s Collegiate Institute. In his free time, Ian is a competitive marksman, outdoorsman, skier, and avid traveler.