Ian W. Hartley, MBA, AIF®, Managing Partner at Westgate, specializes in managing and overseeing all client relationships. Responsible for the firm’s sales and marketing initiatives, Ian also sets investment policies and retirement plan offerings, in addition to supporting Private Wealth clients.
Serving the financial services industry since 1998, Ian previously worked at Merrill Lynch, Russell Investments, and The Hartford. Motivated to merge the technical and analytical side of business with the more personal, human side, Ian is inspired to help every client in need of his assistance.
With FINRA Series 7, 24, and 66 securities registrations held through LPL Financial, and Washington State Life and Disability Insurance license, Ian’s experience is also backed by a BA in General Management and Systems Engineering from the U.S. Military Academy West Point, along with an MBA in Finance from the University of Washington.
Despite his extensive industry experience, Ian might have imagined another career as a math teacher or football coach. Away from the office, he pursues opportunities to golf, ski, and run. Ian loves exploring new places with his family and volunteers his free time on the board of the YMCA and his children’s school Commission.