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

Principal, Wealth Manager
Harrison, NY
Industry
Financial Services
Colleagues
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
Associate Equity Research Analyst, Publishing and Advertising
388 Greenwich St, New York, NY 10013
2003 — 2006
Equity Research Analyst, Digital Media
1328 Elli Cir, Ormond Beach, FL 32174
1999 — 2001
Education
1996 — 1998
1988 — 1992
1984 — 1988
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