Ian MacPherson Email & Phone Number
Principal and Consultant @ Prime Buchholz LLC
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Ian MacPherson Location
- Boston, MA, US
Ian MacPherson Work
- 2015 -now Principal and Consultant @
- 2011 -2015 Investment Analyst @
- 2010 -2011 Investment Manager @ Wells Fargo Family Wealth (previously Calibre Advisory Services, Inc.)
- 2007 -2010 Investment Management Specialist @ Calibre Advisory Services, Inc.
- 2004 -2007 Financial Planning Associate @ Calibre Advisory Services, Inc. (previously Tanager Financial Services)
Ian MacPherson Education
- Colby College
Bachelor of Arts (Administrative Science)
1999-2003
Ian MacPherson Skills
- Asset Allocation
- Investments
- Asset Managment
- Bloomberg
- Alternative Investments
- Portfolio Management
- Financial Modeling
- Valuation
- Investment Strategies
- Wealth Management
- Fixed Income
- Hedge Funds
- Mutual Funds
- Equities
- Financial Analysis
- Investment Advisory
- Morningstar
- Retirement Planning
- Investment Management
- Series 7
- Finance
- Strategic Financial Planning
- Microsoft Office
- Project Planning
- Management
- Analysis
Ian MacPherson Summary
- Ian MacPherson, based in Boston, MA, US, is currently a Principal and Consultant at Prime, Buchholz & Associates. Ian MacPherson brings experience from previous roles at Prime, Buchholz & Associates, Wells Fargo Family Wealth (previously Calibre Advisory Services, Inc.), Calibre Advisory Services, Inc. and Calibre Advisory Services, Inc. (previously Tanager Financial Services). Ian MacPherson holds a 1999 - 2003 Bachelor of Arts in Administrative Science @ Colby College. With a robust skill set that includes Asset Allocation, Investments, Asset Managment, Bloomberg, Alternative Investments and more. Ian MacPherson has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Prime Buchholz LLC Employees
Marshall Raucci
Managing Principal
Naples, FL, US
Laura Hampe
Head of Human Resources and Business Operations
Boston, MA, US
Elizabeth Mullen
Senior Director of Business Development
Hingham, MA, US
Jonathan Crafts
Senior Director Research- Private Equity
Boston, MA, US
Stephen Roche
Director
Stratham, NH, US
Jon Prime
Chairman Emeritus
Bristol, ME, US
Timothy Card
Director Investment Services
Portsmouth, NH, US
Jeff Brown
Chief Financial Officer
Dover, NH, US
Dan Ricci
Head Of Information Systems
Portsmouth, NH, US
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