Ian MacPherson Email & Phone Number
Principal and Consultant @ Prime Buchholz LLC
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Ian MacPherson Location
- Boston, MA, US
Ian MacPherson Work
- Principal and Consultant @ (June 2015 - Present)
- Investment Analyst @ (July 2011 - June 2015)
- Investment Manager @ Wells Fargo Family Wealth (previously Calibre Advisory Services, Inc.) (April 2010 - July 2011)
- Investment Management Specialist @ Calibre Advisory Services, Inc. (November 2007 - April 2010)
- Financial Planning Associate @ Calibre Advisory Services, Inc. (previously Tanager Financial Services) (April 2004 - November 2007)
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 4 mobile phone numbers on RocketReach.
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Top Prime Buchholz LLC Employees
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