Ian F Hurwitz

Certified Investment Management Analyst (CIMA), Strategist (CIS) & Financial Planner | CEO at Hurwitz Associates Inc.

Houston, Texas

Investment Management

Hurwitz Associates Inc. - Houston, Texas Area since Nov 2004
Certified Investment Management Analyst (CIMA), Strategist (CIS) & Financial Planner | CEO
Wachovia Securities, LLC 1995 - 2004
Wealth & Financial Author | Financial & Retirement Adviser | First VP & Senior Portfolio Manager
Major Investment Banks 1980 - 1995
Certified Investment Strategist (CIS) | Income & Wealth Manager | Senior Portfolio Manager

University of the Witwatersrand 1987 - 1988
King David - Linksfield
New York University, Stern School of Business
IMCA; CIS Rice University
CFP education University of Pennsylvania - The Wharton School
CIMA; IMCA

Strategic Financial Planning
Client Advocate
Money Event/Transition
Investment Planning
Investment Strategies
Financial Coaching
Estate Planning
Investments
Retirement Planning
Fee Based Adviser
Financial Goals
Investment Advisory
Mutual Funds
Wealth Management
Retirement
Investment Management
Fixed Income
Mergers
Asset Allocation
Series 7
Series 63
Financial Advisory
Financial Markets
Securities
Portfolio Management
Alternative Investments
401k
IRAs
Asset Management
ETFs
Series 65
Wealth Management Services
Fixed Annuities
Life Insurance
Hedge Funds
Risk Management
Trading
Pensions

Author of “Don’t Play the Market, Make it Work for You” Highlighted as a resident financial expert on CNN’s “The Money Makeover Show” since 2010

Houston, TX

Investment Management

Hurwitz Associates
Chief Executive Officer
Wells Fargo 1995 - 2004
Wealth and Financial Author | Financial and Retirement Advisor | First Vice President and Senior Portfolio Manager
Major Investment Banks 1980 - 1995
Certified Investment Strategist | Income and Wealth Manager | Senior Portfolio Manager

Rice University 2004
Nyu Stern School of Business 2002
The Wharton School 1994 - 1994
University of the Witwatersrand 1978 - 1979

Investment Advisory
Investment Planning
Investment Management
Investment Strategies
Strategic Financial Planning
Estate Planning
Retirement Planning
Asset Allocation
Risk Management
Fixed Income
Mergers
Hedge Funds
Series 7
Series 63
Series 65
Investments
Financial Advisory
Portfolio Management
401K
Equities
Securities
Mutual Funds
Wealth Management
Asset Management
Finance
Options
Mergers and Acquisitions
Financial Services
Small Business
Wealth
Retirement
Capital Markets
Alternative Investments
Wealth Management Services
Private Equity
Financial Markets
Etfs