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Ian Robertson

Chief Operating OfficerInvesting, Markets, Banking, Real Estate, Personal Finance, Legal, Corporate Finance, Accounting
Joined June 2018

Ian Robertson is the Chief Operating Officer of Money Group, overseeing the company's legal, human resources, finance, accounting, and operations departments. Before joining Money Group full-time, he was a member of its advisory board from 2016 to 2018. Prior to his tenure at Money Group, Ian worked as an analyst and co-portfolio manager at Quantum Capital Partners, a long-only investment management firm, and at Osmium Partners, a long/short activist hedge fund. He also spent four years as an equities analyst focusing on the technology, media, and telecom sectors.

Ian earned a Bachelor's of Arts in History from Whitman College in Walla Walla, WA, graduating with honors and later earned his Masters in Business Administration from University of California at Berkeley.

He was born and raised in Seattle, WA and currently resides in Dorado, Puerto Rico with his wife and two boys.

Education

Bachelor's of Arts in History from Whitman College, graduating with honors and Masters in Business Administration from University of California at Berkeley

IAN’S TOP FINANCE TIP

Understand and leverage the magic of compound interest.

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IAN’S TOP FINANCE TIP

Understand and leverage the magic of compound interest.