Iain began working with individual and institutional investors in 1992. Affiliating with SouthPark in 2012, he established the Private Wealth Group by conjoining two practices which now represent the Atlanta arm of South Park Capital. In his capacity as a Wealth Advisor, Iain utilizes the core strengths of SouthPark while capitalizing on his investment and insurance expertise to implement sophisticated solutions now sought by investors.

Iain’s passion for his work stems from working with retired clients seeking focus for their long-term needs at critical points within their financial lives. He is always in pursuit of earning their full trust and confidence in order to establish transparent and fruitful client relationships.

Over his career, Iain has specialized in implementing strategies traditionally utilized by ultra-high net worth investors and their Advisers seeking tax efficient financial solutions. Having worked predominantly with Family Offices he structured alternative investment strategies within Variable Insurance and Annuity products. Iain continues to be called upon to assist companies specializing in private placement insurance products with operational and product administration matters.

Iain’s career in finance began at the young age of 14 when he entered into the banking system of his native Bermuda. He studied Management and Accounting at Maryville College dedicating his career within financial services companies. Iain has resided in Alpharetta with his wife and daughters since 2007. When not in the office, he enjoys playing soccer, though uses that descriptor loosely, as well as participating in activities involving European sports cars, particularly Porsche.