How I Can Help You
Ian serves as a Senior Analyst on the Pence Investment Team, where he plays a critical role in shaping the firm’s market and economic research. Since joining the team in 2018, Ian has become a driving force behind the production of market insight publications that inform clients, advisors, and even national media outlets. His work bridges the gap between complex financial data and clear, compelling narratives that help investors make informed decisions. Ian also provides product support and contributes to strategic initiatives that enhance the firm’s research capabilities and client experience. Whether he’s analyzing macroeconomic trends, crafting commentary for broadcasts, or supporting advisors with timely insights, Ian is dedicated to delivering clarity and confidence in a fast-moving financial world.

What Makes Me Knowledgeable
Ian brings over a decade of industry experience, having entered the financial field in 2014. He holds a Bachelor of Science in Business Administration with a concentration in Finance, Real Estate, and Law from California State Polytechnic University, a multidisciplinary education that gives him a well-rounded perspective on markets and investment strategy. His analytical rigor and ability to synthesize economic data into actionable intelligence make him a trusted voice within the firm and beyond.

Ian holds FINRA Series 7 and 66 registrations through LPL Financial, underscoring his commitment to professional excellence and regulatory integrity. His insights have been featured in national publications and broadcasts, reflecting both the depth of his expertise and the clarity of his communication. Ian’s ability to connect the dots between global events, economic indicators, and market movements makes him an invaluable resource for advisors and clients alike.

Getting to Know Me
Ian is known for his intellectual curiosity, calm demeanor, and passion for uncovering the stories behind the numbers. He thrives on translating complexity into clarity and enjoys collaborating with colleagues to explore new ideas and perspectives. Outside of work, Ian is a lifelong learner who enjoys reading, staying current with global affairs, and exploring the intersection of economics and human behavior.

His journey in finance is driven not just by data, but by a genuine desire to help people understand and navigate the financial world. Whether he’s writing a market commentary or discussing trends with an advisor, Ian brings thoughtfulness, precision, and a deep sense of purpose to everything he does.