Managing partner- Los Angeles
Ian has been working in private equity advisory since 2008 and had started the North American business that has now becomeBright Harbor Advisors. Previously, Ian was a Vice President at JP Morgan in the Structured Credit Sales team andresponsible for distributing and marketing synthetic CDOs along with other credit products to a broad range of institutionalclients. Prior to this, Ian worked on the Swaps Marketing desk and Credit Portfolio desk at JP Morgan and spent time in boththe New York and London offices. Ian’s career at JP Morgan has spanned across many asset classes and various distributionroles. Ian completed his undergraduate degree at the University of Massachusetts (Amherst) and received an MBA from CASSBusiness School in London.
Vice President - Denver
Brian began his career in finance in 2007 as a wealth advisor with a division of Citigroup, advising investors using holisticfinancial planning strategies. He then transitioned his focus to institutional money management by joining Transamerica CapitalManagement, marketing retirement products and services to independent wealth advisors in broker/dealers, banks, and majorwirehouse firms. Brian is the former Director of Marketing & Business Development of Crescat Capital, a thematic global macromoney manager, and former Business Development Consultant of Weatherstone Capital Management, a third-party modelportfolio strategist. He also served as Senior Executive-Origination-US for Melior Capital Management, a Swiss-based coinvestment and advisory life sciences placement agent. Most recently, Brian was a Managing Director with Weild & Co., amiddle-market investment bank, working with founders and entrepreneurs in seeking out and securing financing frominstitutional investors. Brian studied Finance and Management at Regis University and is Series 6, 63, and 82 licensed withFINRA.
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