Ian A. Millman
Partner | Wealth Manager
Ian entered the financial services industry in 1997, supporting one of the largest teams at the firm while “learning the ropes”. In July of 2001 Ian went through the Morgan Stanley Advisor Training program and partnered up with his cousin Jonathan to embark on their careers as Financial Advisors. Having earned the Chartered Retirement Planning Counselor designation, He is a graduate of The State University of Albany with a bachelor’s degree in Business and English.
Ian was trained by William J. O’Neil (founder of Investor’s Business Daily and author of countless books on investing) and went through the IBD Portfolio Management classes in Fundamental and Technical Analysis, completing levels I, II & III.
Over the years the team has grown as Ian and his cousin, Jonathan, partnered with Mario Veneroso and Alan Yakuboff to found Kingsview’s first office in Woodbury, NY. The office operates as a team serving as “CFO” for their clients. Clients can expect Ian and his partners to handle all things financial, including but not limited to balanced portfolio’s, 401k’s, insurance and estate planning needs.
Today, as one of the primary investment managers in the office, Ian applies his extensive experience in technical analysis, managing equity portfolios for Individuals, Small Businesses, Foundations and Corporations both domestically and internationally. He was named by New York Magazine as a “Five Star Wealth Manager in New York City” and was featured with his team in the December 15, 2014 Forbes article, “Investing With A Safety Net”.
Ian was born and raised on Long Island, where he currently enjoys spending time with his wife and three children as well as volunteering as a board member for the local Little League. When Ian is not in the office there is a good chance you can find him on a field somewhere coaching softball and baseball.