Ian is CEO and cofounder of Westfuller, a values-driven investment advisory firm and certified B Corporation that provides advice, strategy, and investment management to global foundations, nonprofits, families, and individuals.
A specialist in evidence-driven global investment advisory services, strategic investment management, and philanthropic giving, Ian works closely with people and institutions to empower capital with purpose. He is a believer in the promise of intentional financial systems to drive a flourishing democracy and economy.
Ian coleads Westfuller’s commitment to supporting efforts to build a just and equitable society, public purpose finance for all, and community infrastructure and assets. An activist and advisor, Ian is the board chair of the Marguerite Casey Foundation, whose endowment is 100 percent committed to mission-aligned investing; a board and investment committee member of ImpactAssets; and treasurer of Color of Change; among other social justice and impact investing board service. Ian is also an active investor in high-growth, BIPOC-led managers and businesses.
He received a bachelor of science in economics and a master of science in international affairs and global finance from Hong Kong University of Science and Technology and New York University. He holds a chartered financial consultant designation and the Series 66 securities license (7 and 24 are inactive). He lives on the Lower East Side of New York City with his family, where he can often be found perfecting ristretto pulls, reading a good book, or training for the next adventure race.