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Investment Specialists

Ian Harvel, CFA®

Director
Fixed Income Portfolio Manager

408-340-0877

Background

Ian Harvel, CFA®, Director, joined SCM in 2020 and worked in our Operations group as a Portfolio Administrator. He is a Fixed Income SMA Portfolio Manager. Prior to joining SCM, Ian served as a data analyst at SS&C Advent. He graduated from the University of North Florida with a major in finance and a minor in political science. He holds the Chartered Financial Analyst® designation.

Area of Focus

  • Fixed Income SMA
  • Portfolio Manager

Previous Experience

  • Data analyst at SS&C Advent

Education

  • B.S. in Finance from the University of North Florida

Affiliations & Professional Licenses

  • CFA Institute
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