Ian Fuller
Co-Founder and CEO at Westfuller | New York, New York, United States
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Ian Fuller, as the Co-Founder and CEO of Westfuller, plays a pivotal role in shaping the firm's mission to align investment strategies with the values of its clients. With a strong foundation in capital markets and risk management, Ian has been instrumental in developing innovative approaches that empower individuals, families, and institutions to invest with purpose. Under his leadership, Westfuller has emerged as a trusted partner for global foundations and non-profits, helping them navigate the complexities of wealth management while prioritizing social and environmental impact.
One of Ian's key projects involves the creation of tailored investment portfolios that not only seek financial returns but also drive systemic change. By leveraging his expertise in strategic planning and personal financial planning, he ensures that each investment strategy reflects the unique values and goals of the clients. Ian's commitment to generational wealth transfer is evident in his approach to estate planning, where he emphasizes the importance of legacy and impact for future generations.
As a certified B-Corporation, Westfuller stands out in the investment advisory landscape, and Ian's vision is at the heart of this commitment. He believes that business can be a force for good, and he actively advocates for responsible investing that prioritizes sustainability and ethical practices. Through his leadership, Westfuller not only maximizes assets but also fosters a culture of collaboration and diverse perspectives, ultimately advancing progress and possibility in the investment world. Ian Fuller’s dedication to values-aligned investing positions him as a thought leader in the industry, inspiring others to consider the broader implications of their financial decisions.
Member at YPO in October 2023 to Present
Chair of the Board of Directors at Marguerite Casey Foundation in January 2023 to Present
Co-Founder and CEO at Westfuller in May 2011 to Present
Wealth Management Advisor at Merrill Lynch in October 2005 to October 2009
Program Analyst at United Nations Population Fund in May 2001 to September 2003
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Investments
Equities
Portfolio Management
Capital Markets
Asset Management
Risk Management
Strategic Planning
Change Management
Fixed Income
Management
Business Development
Chartered Financial Consultant
Strategic Financial Planning
Personal Financial Planning
Series 7
Investment Advisory
Series 24
Asset-based Lending
Estate Planning
Planned Giving
Generational Wealth Transfer
Financial Advisory
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Discover more about WestfullerWhat is Ian Fuller email address?
Email Ian Fuller at [email protected] and [email protected]. This email is the most updated Ian Fuller email found in 2026.
What is Ian Fuller phone number?
Ian Fuller phone number is +16462858880 and +12159247439.
How to contact Ian Fuller?
To contact Ian Fuller send an email to [email protected] or [email protected]. If you want to call Ian Fuller try calling on +16462858880 and +12159247439. (updated on October 31, 2024)
What company does Ian Fuller work for?
Ian Fuller works for Westfuller
What is Ian Fuller's role at Westfuller?
Ian Fuller is Co-Founder and CEO
What industry does Ian Fuller work in?
Ian Fuller works in the Financial Services industry.
Ian Fuller Email Addresses
Ian Fuller Phone Numbers
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