Glastonbury, CT — Gateway Financial Partners is proud to announce that Ian Green, CFA®, a distinguished Institutional Investment Advisor with over 25 years of experience, has joined our growing advisor base. Ian’s unparalleled expertise in retirement plan oversight, fiduciary governance, and investment strategy design enhances Gateway’s mission to empower organizations with innovative financial solutions tailored to their unique goals.
A Leader in Institutional Investment Advisory
Ian Green, CFA®, brings a wealth of experience and a passion for helping organizations navigate the complexities of retirement plan management. As the former Director of Investment Strategies at Voya Financial, Ian has designed and managed retirement plan investment lineups for corporations, universities, and public institutions, managing assets ranging from several million to billions of dollars.
In his new partnership with Gateway, Ian will continue to deliver fiduciary-focused guidance, offering services including:
- Fiduciary Training and Oversight: Helping organizations uphold best practices and maintain legal compliance.
- Investment Menu Design and Monitoring: Ensuring investment options align with organizational and participant goals.
- Plan Design and Fee Benchmarking: Offering cost-efficient solutions without sacrificing quality.
- Participant Education and Wellness Programs: Empowering plan participants with the knowledge to make informed decisions about their financial futures.
“Ian’s commitment to leveling the playing field for retirement plan sponsors aligns seamlessly with Gateway’s core values,” said David Wood, Founder and Chief Visionary Officer of Gateway Financial Partners. “His depth of experience and dedication to fiduciary excellence will provide tremendous value to our clients.”
A Commitment to Education and Community Leadership
Outside his consulting work, Ian is the Vice President and a Board Member of the CFA Society Hartford. He also previously served as an adjunct Professor of Finance at Central Connecticut State University. His dedication to fostering financial literacy and professional development underscores Gateway’s mission to empower advisors and their clients through education and innovation.
About Gateway Financial Partners
Gateway Financial Partners, headquartered in Glastonbury, CT, empowers independent financial advisors to achieve greater autonomy while driving impactful results for their clients. By providing robust operational, marketing, and compliance support, Gateway enables advisors to focus on delivering exceptional client service. Our platform fosters a culture of independence, collaboration, and growth, making it an ideal environment for advisors like Ian Green who are passionate about making a meaningful impact.
To learn more about Gateway Financial Partners or connect with Ian Green, visit our website or contact Ian directly.
Contact Information
Ian Green, CFA®
Institutional Investment Advisor
Phone: 860-461-1124
Email: ian.green@mygfpartner.com
Advisory services offered through Gateway Wealth Partners. Gateway Wealth Partners is registered with the U.S. Securities and Exchange Commission as an Investment Advisor.
