Ian Robertson is an accomplished executive with extensive experience in operations and finance within the financial services sector. Currently serving as Chief Operating Officer at Money Group since January 2022, Ian has previously held leadership roles as Head of Operations and Head of Finance at ConsumersAdvocate.org and Money Magazine. Prior to that, roles included Co-Portfolio Manager and Research Analyst at Quantum Capital Management, as well as Research Analyst positions at Osmium Partners, LLC, and BayStreet Research, LLC. Ian began a career with a Summer Analyst position at Tano Capital. Academically, Ian holds an MBA from the University of California, Berkeley, Haas School of Business and a BA in History from Whitman College.
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