Ian is a co-founder and partner of Westfuller Advisors, a values-driven investment advisory and wealth management firm that provides advice, strategy, and investment management for mission-aligned global individuals, families, non-profits and foundations.
A specialist in evidence-driven, global wealth advisory and planning, strategic investment management, and philanthropic giving; he works closely with people and institutions to empower wealth with purpose. Ian is a believer in the promise of money and financial systems to drive a flourishing democracy and economy. He co-leads the firm’s commitment to support efforts building: a just and equitable society, public purpose finance for All, and community infrastructure and assets. As an activist and finance nerd; he is a board member and investment committee chair of the Marguerite Casey Foundation with a $975MM endowment committed mission-aligned investing, board chair of Common Justice, and serves as the treasurer/finance chair for many social justice organizations, including: Color of Change, The Workers Lab, Proteus Action League, and the Amalgamated Bank Charitable Foundation. Ian is also an active angel investor in high-growth, BIPOC-led businesses.
Ian received both a B.S. in Economics and an M.S. in International Affairs/Global Finance from Hong Kong University of Science and Technology/New York University; and holds a Chartered Financial Consultant designation; the Series 7, 66, 24 securities licenses. 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.