Ian Robertson

Ian Robertson is the Chief Financial Officer of Money Group, overseeing the company's legal, finance, accounting, and operations departments. He previously served in various roles at the company, including Chief Operating Officer from 2022 to 2025. Before joining Money Group full-time, he served on the company's 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 and later earned a Masters in Business Administration from University of California at Berkeley.