Ian joins Perch with 17 years of extensive industry experience raising capital on the behalf of institutional investment firms for private real estate, debt, equity, and energy funds. Most recently as a Senior VP at Cantor Fitzgerald, Ian helped launch the firms first 1031 DST offerings and Opportunity Zone Fund. In his previous roles as external wholesaler, Ian was responsible for consulting on various annuity, life insurance, and alternative investment products to investment advisors and broker dealers across the country at firms including Cantor Fitzgerald, Realty Capital, KBS, and Pacific Life.
Ian is extremely well versed in the formation, structure, and strategy of alternative investments and their utilization in portfolio allocations. Having worked with some of the top wealth management firms in the country, Ian wanted to apply the best practices he learned from top advisors and start his own practice helping individuals and businesses achieve their investment dreams.
Ian graduated from the University of San Diego with a bachelor's degree in Business Administration as well as FINRA Series 7, 6, 63, 65 licenses, and his Florida Health & Life license. He’s lives in the South Tampa area with his wife Tonilynn, 2 kids, and 3 dogs. He enjoys exercise, watching sports, and golfing at Feather Sound Country Club, and is an active Member of Sacred Heart Catholic Church in Tampa.