Welcome to Moors & Cabot


Ian
Amberson, MBA, CFA®, CFP®
Vice President, Investments
645 East Missouri Ave., Phoenix, AZ
Certifications: CFP, CFA
About
Ian Amberson, MBA, CFA®, CFP®
Ian Amberson is a Vice President, Investments at Moors & Cabot, providing comprehensive wealth management and strategic financial guidance to individuals and families.
He brings a multidisciplinary background spanning music, real estate, and financial services. Ian began his career as a pianist and educator before transitioning into residential and commercial real estate, and ultimately into financial services. His experience includes consulting RIAs and asset managers on ETF strategies at VanEck Securities and serving as a Wealth Advisor at Charles Schwab, where he delivered financial planning and customized portfolio management.
Ian holds a Bachelor of Music in Piano Performance, cum laude, from Northern Arizona University and an MBA in Finance from Arizona State University’s W. P. Carey School of Business. He is both a CFA® charterholder and CFP® professional.
He provides a holistic, fully integrated approach to wealth management—partnering with clients to align all aspects of their financial lives and enable confident, long-term decision-making.
Ian lives in Arizona with his wife, a Healthcare Architect and partner at her firm, and their two young children. Outside of work, he enjoys music, reading, travel, and lifelong learning.
