Menu
Managing partner- Los Angeles
Ian has been working in private equity advisory since 2008 and had started the North American business that has now become Bright Harbor Advisors. Previously, Ian was a Vice President at JP Morgan in the Structured Credit Sales team and responsible for distributing and marketing synthetic CDOs along with other credit products to a broad range of institutional clients. Prior to this, Ian worked on the Swaps Marketing desk and Credit Portfolio desk at JP Morgan and spent time in both the New York and London offices. Ian’s career at JP Morgan has spanned across many asset classes and various distribution roles. Ian completed his undergraduate degree at the University of Massachusetts (Amherst) and received an MBA from CASS Business School in London.
Managing Director
Brian began his career in finance in 2007 as a wealth advisor with a division of Citigroup, advising investors using holistic financial planning strategies. He then transitioned his focus to institutional money management by joining Transamerica Capital Management, marketing retirement products and services to independent wealth advisors in broker/dealers, banks, and major wire house firms. Brian is the former Director of Marketing & Business Development of Crescat Capital, a thematic global macro money manager, and former Business Development Consultant of Weatherstone Capital Management, a third-party model portfolio 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., a middle-market investment bank, working with founders and entrepreneurs in seeking out and securing financing from institutional investors. Brian studied Finance and Management at Regis University and is Series 6, 63, and 82 licensed with FINRA.
Vice President
Joe Yared is a Vice President with Bright Harbor Advisors. Joe is an accomplished business development executive with extensive experience in Capital Markets. He began his career as Vice President of Institutional Sales at Dougherty & Company (now Colliers Securities), where he specialized in providing equity research and fundraising services for public offerings to institutional clients. Most recently, he served as a Business Development Executive with Oak Ridge Financial, fundraising for private placements and IPOs to institutional investors. He also served as the Chief Technical Strategist for the Equity Capital Markets group, providing monthly research reports on covered small-cap stocks to institutional clients. Additionally, Joe is a successful entrepreneur who built and sold an AI-based online media company (TickerAI) with billionaire entrepreneur Mark Cuban as his sole investor. Joe holds FINRA Series 7, 63, and SIE licenses, demonstrating his deep understanding of financial markets.
Please contact us with any questions regarding our clients, services, and how we can help.