John Lian, CLU®, AIF® 

CONNECT

Address:

100 North Parkway, Suite 201
Worcester, MA 01605

Phone:

(508) 926-1451

Rob Brown, PhD, CFA

Rob Brown, PhD, CFA

Chief Investment Officer

As Chief Investment Officer, Rob has 31 years of experience in portfolio management for large, sophisticated foundations, endowments, pensions, and ultra-high net worth individuals. Rob oversees the portfolios within IWC and helps educate, mentor and provide joint work assistance to IFP advisors working with larger, more complicated clients. Rob takes a consultative, educational approach to all advisor interactions. He has a unique ability to adjust the technical level and chemistry of dialogue to fit the audience and to make the complex, remarkably intuitive and straightforward.