Associate, Wealth Planner
Ian Heller is an Associate Wealth Planner at Cresset. He specializes in delivering customized financial plans and consulting on complex financial issues for the Firm’s clients. Ian has experience in providing comprehensive financial planning solutions including asset allocation, retirement planning, tax planning, estate planning, employee benefits, and concentrated single stock exposure.
Prior to Cresset, Ian worked for Chicago based RIA Altair Advisers, where he supported advisors in managing and building relationships with high-net-worth individuals, families, and institutions. Prior to Altair Advisers, Ian held a similar position at Ayco, A Goldman Sachs company.
Ian holds a B.S. in Business with a major in Finance from Indiana University. Additionally, he is a CFP Professional. Ian is originally from NY, but now calls downtown Chicago home. He enjoys exploring the city along with spending his free time with friends and family.