Ian A Post

Principal, Wealth Manager

Since 2011, Ian A Post has been working in Fifth Set Investment Advisors 87, 87. This expert is a competent Principal, Wealth Manager with over 12 years of work experience. According to Ian's CV and work profile, this professional has worked at more than seven companies with diverse backgrounds and gained various skills. Ian attended school at the Nyu Stern School of Business from 1996 to 1998. This person has professional certification in Certified Financial Planner and Chartered Financial Analyst. Ian A Post can be found in Harrison, New York – where this professional currently lives. You can search for this person's email address and phone number. We can also provide you detailed contact information upon request.
Name variants:
Ian Post
Last updated May 21, 2024

Contact Information

Last Update
Jun 30, 2022
Email
ip**@fifthsetinvestment.com, ia**@gmail.com
Location
Harrison, NY

Workplace

Fifth Set Investment Advisors LLC
Principal, Wealth Manager

Harrison, NY

Industry

Financial Services

Work History

Principal, Wealth Manager

2065 Boston Post Rd SUITE 200, Larchmont, NY 10538
Wealth management for young professionals and entrepreneurs
from Sep 2011

Vice President, Portfolio Manager

2 Westchester Park Dr SUITE 215, White Plains, NY 10601
Dec 2008 — Sep 2011

Principal

Jun 2006 — Dec 2008

Associate Equity Research Analyst, Publishing and Advertising

388 Greenwich St, New York, NY 10013
2003 — 2006

Associate Equity Research Analyst, Traditional Media

Lcl
2001 — 2002

Equity Research Analyst, Digital Media

1328 Elli Cir, Ormond Beach, FL 32174
1999 — 2001

Associate Equity Research Analyst, Graphic Software

1998 — 1999

Occupations

Professor
School Principal
Executive
Manager
Accountant
Finance and Accounting Specialist
Vice President
Financial Broker
Portfolio Manager
School Administrator
Educational Manager
Operations Manager
Accounting Bookkeeper
Bookkeeper
Chief Executive
Investment Analyst
Financial Analyst

Skills

Financial Planning
Asset Allocation
Investment Advisory
Portfolio Management
Wealth Management
Personal Financial Planning
Personal Finance
Asset Management
Equity Research
Management
Alternative Investments
Hedge Funds
Fixed Income
Equities
Financial Modeling
Investments
Valuation
Investment Strategies
Mutual Funds
Securities
Capital Markets
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