Ian Harvey's Location
New York, NY, US
Ian Harvey's Work
- Wealth Advisor @ CI RegentAtlantic Private Wealth
- Senior Advisor @ Bridgewater Advisors Inc.
- Advisor @ Bridgewater Advisors Inc.
- FPA NexGen Chair @ Financial Planning Association (FPA)
- FPA NexGen Local Leader Liaison @ Financial Planning Association (FPA)
- Financial Planner @ Financial Asset Management Corporation
- Advisor @ Sontag Advisory
- Associate @ Sontag Advisory
- Financial Planning Associate @ Rockwood Wealth Management
- Finance Intern @ Chubb
Ian Harvey's Education
- Virginia Polytechnic Institute and State University - Pamplin College of Business2008 - 2012
Ian Harvey's Summary
Ian Harvey, based in New York, NY, US, is currently a Wealth Advisor at CI RegentAtlantic Private Wealth, bringing experience from previous roles at Bridgewater Advisors Inc. and Financial Planning Association (FPA). Ian Harvey holds a 2008 - 2012 Virginia Polytechnic Institute and State University - Pamplin College of Business. With a robust skill set that includes Excel and more, Ian Harvey contributes valuable insights to the industry. Ian Harvey has 1 email and 1 mobile phone number on RocketReach.
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