EDUCATION

Master of Business Administration (MBA)
Darden School of Business, University of Virginia

Ian Thompson, CAIA, FRM

Sr. Investment Analyst

Ian brings to EverSource Wealth Advisors a strong background in private equity underwriting, treasury, and risk management, along with extensive experience in investment analysis and financial strategy.

Prior to joining EverSource, Ian gained experience underwriting private equity funds and working within the Treasury and Risk Management functions at Regions Bank. His background spans investment evaluation, financial analysis, and institutional risk management. Ian holds the Chartered Alternative Investment Analyst (CAIA) and Financial Risk Manager (FRM) designations and is currently pursuing the Chartered Financial Analyst® (CFA®) designation.

PROFESSIONAL DESIGNATIONS & AFFILIATIONS

• Chartered Alternative Investment Analyst (CAIA)

• Financial Risk Manager (FRM)