Atlanta Market Leader & Wealth Advisor

Phone: 678-356-1100
Email: iain@southparkcapital.com

Iain has been working with individual and institutional investors since 1992. Affiliated with Kalos since 2012, he joined the company in January 2015 to manage and grow its Private Wealth Group. As the group’s manager, Iain looks to build upon the core strengths of Kalos capitalizing on the collective investment and insurance expertise into more sophisticated solutions sought by investors.

A graduate of Maryville College, Iain spent much of his career working with financial services companies predominantly based in Hamilton, Bermuda. His specialization was implementing strategies utilized by ultra-high net worth investors and their Advisers seeking tax efficient solutions. This integrated customized investment management strategies wrapped within privately placed insurance programs. In 2007 Iain founded his consulting companies which contracted international financial services companies to assist with general operation and administration matters. Quite frequently Iain has been called upon to lead M&A strategies of companies specializing in private placement insurance products.

With his experience and relationships, Iain is well positioned to assist Kalos and its clients looking to implement the multitude of complex financial products available.