For over 56 years Ian Barclay worked in different jobs. Recently, this person worked as a Managing Director, Senior Financial Counselor in The Colony Group widening experience. Ian Barclay graduated from Mcgill University in 2016 where this expert received all the necessary skills and knowledge. This professional has all required knowledge for his job, that is proven by the following certifications in Cpa (Certified Public Accountant), Personal Financial Specialist (Aicpa Pfs), and Cpa Personal Financial Specialist (Pfs). This person is fluently speaking French. You can find Ian Barclay in Denver, Colorado, where he is located nowadays. SoftwareOfficial has all the info you need to be in touch with Ian Barclay, such as Ian's phone number or e-mail. Feel free to send the request to get additional data.
Name variants:
Ian Barclay
Last updated May 21, 2024
Contact Information
Workplace
Managing Director, Senior Financial Counselor
Boston, MA
Industry
Financial Services, Investment and Wealth Management, Accountant, Financial Advisor, Investment Advice
Colleagues
Work History
Managing Director, Senior Financial Counselor
201 Washington Street Pl, Boston, MA 02136
Provide comprehensive financial planning to ultra high net worth individuals, families, executives and professional athletes. Particular expertise in integrating income, estate and gift tax ...
from Jan 2017
Principal, Jones Barclay Boston
Comprehensive, fee only, wealth management, income and estate tax planning services to ultra affluent individuals and familes www.jb2.net
Apr 1994 — Dec 2016
Education
Occupations
Executive
Chief Executive Officer
Financial Broker
Financial Consultant
Accountant
Finance and Accounting Specialist
Professor
School Principal
Corporate Executive
Chief Executive
Financial Services Professional
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
School Administrator
Educational Manager
Skills
Income Tax
Tax
Financial Planning
Financial Management
Strategic Financial Planning
Financial Analysis
Managerial Finance
Investments
Financial Modeling
Due Diligence
International Tax
Family Office
High Net Worth Individuals
Multi Generational Wealth Transfer
Wealth Preservation Planning
Wealth Accumulation Strategies
Executive Compensation Planning
Concentrated Stock Management
Estate Planning
Wealth Management
Mergers and Acquisitions
Venture Capital
Restructuring
Alternative Investments
Business Valuation