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Ian Harvey

Advisor at Bridgewater Advisors Inc.

Ian Harvey is a finance professional with a background in BS Finance, CFP, and CFA from Virginia Tech's Pamplin College of Business. He has held roles at various notable organizations including Bridgewater Advisors Inc., Financial Asset Management Corporation, and Sontag Advisory. Ian has also been actively involved with the Financial Planning Association (FPA), serving in leadership positions such as FPA NexGen Chair and President Elect. Additionally, he has experience as an Associate at Sontag Advisory and as a Financial Planning Associate at Rockwood Wealth Management. Ian began his career as a Finance Intern at Chubb.

Highlights

Financial Advisors at Bridgewater Advisors Inc.
Jan 1 · napfa.org
Bridgewater Advisors Inc. - NAPFA
About Ian Harvey - Outcomes Thinking
Aug 24 · 1.namm.org
Ian Harvey | Oral Histories - NAMM.org
Jun 4 · en.wikipedia.org
Ian Harvey - Wikipedia

Related Questions

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Ian Harvey
Ian Harvey, photo 1
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Location

New York, New York