Iv provides client service to institutional clients and works alongside portfolio and relationship managers to ensure requests are addressed thoroughly and efficiently. He also provides internal administrative support to client service teams so that they have what they need to serve clients with excellence.
Iv began his career in 2012 and joined Boston Trust Walden in 2022. Previously he had worked at State Street Global Advisors, J.P. Morgan Chase, and BNY Mellon. Iv earned a BSBA in Accounting from Suffolk University.