Senior Consultant
CurrentWe counsel asset and wealth managers on portfolio management and technology strategies and partner with them to deliver exceptional value.
Sep 2024 - Present
AeroLeads people directory · profile
Ian Arvin Email & Phone Number
Innovative Investment Solutions | Personalized Indexing | Quantitative Investing | Fintech | Business Builder
at
Adeptyx
2 work emails found
@innovativequant.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Innovative Investment Solutions | Personalized Indexing | Quantitative Investing | Fintech | Business Builder
Location
Newton Centre, Massachusetts, United States
Who is Ian Arvin? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Ian Arvin is listed as Innovative Investment Solutions | Personalized Indexing | Quantitative Investing | Fintech | Business Builder at Adeptyx, based in Newton Centre, Massachusetts, United States. AeroLeads shows a work email signal at innovativequant.com and a matched LinkedIn profile for Ian Arvin.
Ian Arvin previously worked as Senior Consultant at Adeptyx and Founder | Chief Investment Officer | Consultant | Business Builder at Innovative Quant Solutions, Llc. Ian Arvin holds Master Of Business Administration (Mba), Finance from Mit Sloan School Of Management.
Company email context
Email format at Adeptyx
This section adds company-level context without repeating Ian Arvin's masked contact details.
{first}@innovativequant.com
89% confidence
AeroLeads found 2 current-domain work email signals for Ian Arvin. Compare company email patterns before reaching out.
Profile bio
About Ian Arvin
An investment industry recognized expert who has dedicated more than 15 years to creating inventive yet practical investment solutions and transitioning quantifiable data into useful end-products through innovation and emerging technologies. Track record of enhancing an institutional-grade wealth platform for RIAs, including improving the customized investment options and analytics-driven investment process.Incorporating an outside-the-box approach, I envision and execute tactics that align and support organizational success, connect and motivate others to achieve superior solutions and adaptability to changing behavior while remaining undeterred by challenges/obstacles, and ensuring adherence to ethical business practices.----------------------Additional ExpertiseAction-Based TrendsAnalytical AlgorithmsArtificial IntelligenceBusiness Development/Improvement & GrowthData SciencesDirect IndexingFintechGo-To-Market PlansInnovative Problem SolvingInstitutional Investment ManagementInsurtechMachine/Deep-LearningNew Process/Product – Creation & ImplementationPersonalized InvestingRelationship CultivationSimplifying ComplexitiesStart-UpsStrategy Origination & ExecutionTeam – Mentoring/Guiding & CoachingTechnical Whitepapers & Proposals – Preparing & PresentingThought LeadershipPython • R • SAS • SQL
Listed skills include Portfolio Management, Equities, Investment Strategies, Quantitative Investing, and 18 others.
Current workplace
Ian Arvin's current company
Company context helps verify the profile and gives searchers a useful next step.
5 roles · 29 years
Ian Arvin work experience
A career timeline built from the work history available for this profile.
Founder | Chief Investment Officer | Consultant | Business Builder
I established this financial research and consulting firm to provide innovative equity products and customized quantitative research to institutional investment managers and RIA's.My multiple accountabilities include:Piloting investment products, research and development (R&D), sales/marketing, client relationships, new business development, and technology.
Jun 2004 - Sep 2024
Personalized Investing Consultants
Personalized Index consulting with investment companies implementing investment process using Northfield or Axioma portfolio construction tax optimizer. Created personalized solutions and educated investment staff on methodology, risk analytics as well as benefits and features. Expertise on SMA, UMA and Householding.
2021 - 2023
~2 yrs
Senior Portfolio Manager
Senior Portfolio Manager, Quantitative Research, Product Development and Client Relationships.
2002 - 2004
~2 yrs
Principal | Portfolio Manager | Product Development | Quantitative Research
Roles included Portfolio Management, Cutting-edge Product Development, Quantitative Research and Marketing/Client Relationships
1997 - 2002
~5 yrs
2 education records
Ian Arvin education
Master Of Business Administration (Mba), Finance
Mit Sloan School Of Management
Bachelor Of Science - Bs, Engineering Physics/Applied Physics
Cornell University
FAQ
Frequently asked questions about Ian Arvin
Quick answers generated from the profile data available on this page.
What company does Ian Arvin work for?
Ian Arvin works for Adeptyx.
What is Ian Arvin's role at Adeptyx?
Ian Arvin is listed as Innovative Investment Solutions | Personalized Indexing | Quantitative Investing | Fintech | Business Builder at Adeptyx.
What is Ian Arvin's email address?
AeroLeads has found 2 work email signals at @innovativequant.com for Ian Arvin at Adeptyx.
Where is Ian Arvin based?
Ian Arvin is based in Newton Centre, Massachusetts, United States while working with Adeptyx.
What companies has Ian Arvin worked for?
Ian Arvin has worked for Adeptyx, Innovative Quant Solutions, Llc, Parti Pris Investment Partners, Franklin Portfolio Associates, and Independence Investments Llc.
How can I contact Ian Arvin?
You can use AeroLeads to view verified contact signals for Ian Arvin at Adeptyx, including work email, phone, and LinkedIn data when available.
What schools did Ian Arvin attend?
Ian Arvin holds Master Of Business Administration (Mba), Finance from Mit Sloan School Of Management.
What skills is Ian Arvin known for?
Ian Arvin is listed with skills including Portfolio Management, Equities, Investment Strategies, Quantitative Investing, Asset Management, Investments, Asset Managment, and Hedge Funds.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial