Executive
Ian N. Breusch, CFA
Chief Operating Officer, Senior Portfolio Manager
Breusch is responsible for the oversight of the company’s investment, fiduciary, client services and trust departments, assuring all procedures and systems are operating efficiently for the benefit of clients and employees. He collaborates at the executive level on strategic planning and preparation for continued and responsible corporate growth. While serving in his previous role of Chief Investment Officer, he managed a diverse team of investment managers and analysts companywide. He continues to manage a group of client portfolios and remains a member of the company’s Asset Management Committee. Breusch’s earlier career included a position at Private Capital Management in Naples where he served as a Relationship Manager and conducted investment research. He was also an Asset Strategist at Nationwide Financial where he evaluated, constructed, and monitored asset allocation programs, third party funds, and multi-managed products across the Nationwide Funds Group complex. Breusch obtained his Bachelor of Science degree in Finance from Florida Gulf Coast University, holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Naples. Ian serves as a member of the FGCU Foundation Finance Committee.
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