Ian McIlvaine, CIMA ®
Chief Executive Officer
Chief Investment Officer
Wealth Advisor
A founder of Vandalia Wealth, Ian has been in the financial services industry since 2010. His vision for the company is to deliver collaborative wealth management to ensure superior client service. With a focus on private and institutional clients, he emphasizes a comprehensive, thoughtful, and tailored approach to financial planning, the development of investment strategies, and active portfolio management. To help drive positive experiences and outcomes, he guides clients through a consultative process to ascertain goals and risk parameters and then uses a combination of asset allocation, high-touch personal attention, and advanced, proven technology to help meet financial life objectives. As CIO, Ian develops and communicates investment strategy and policies including devising investment models, strategies, and processes, evaluating and selecting external managers, and assessing risk parameters.
He is a local community leader volunteering with a variety of community organizations including his church. Ian believes that you can never go wrong doing the right thing.
Ian earned the designation of CIMA® (Certified Investment Management Analyst) and holds a Series 66 registration and is insurance licensed.
A graduate of Oral Roberts University with a Communications degree, he has served in sales, analyst, advisory, management, and leadership roles in small-cap entrepreneurial companies and Fortune 500 corporations.
