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. His main focus on the team is investment research, trading, and portfolio management. Ian is currently pursuing a CFA (Chartered Financial Analyst) designation, having passed the CFA Level 1 Exam in 2023. 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.