CoverProfile

Ian A. Post

Founder, Principal & Wealth Manager

Fifth Set Private Wealth Management

United States, New York, New York

About Me

Ian A. Post is the founder and principal of Larchmont, New York-based, Fifth Set Private Wealth Management LLC, a Fee-Only, SEC-registered investment advisory firm. Prior to founding Fifth Set, Ian’s career began as a fundamental equity research analyst at Citigroup, Credit Lyonnais, and CIBC World Markets. It was during this time that Ian, driven by his examination of competing investment management approaches, decided to create Fifth Set to offer clients customized wealth management strategies built on a foundation of the fiduciary standard of client care and evidence-based financial theory. Ian launched Fifth Set Private Wealth Management with the goal of creating a better wealth manag

View more

Profile Information

Founder, Principal & Wealth Manager

Fifth Set Private Wealth Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

New York

New York

United States

Jun 24, 2025

More profiles to browse

Profile Photo
Megan Kelly
Wealth Management Associate
SV
Seth Varnhagen
Wealth Management Advisor Emeritus

You Might Like

ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
NC
Najib Canaan
Chief Executive Officer
Kingswood Group
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
PM
Prtima MISHRA1
Software Engineer
PA TEST