Striving to further the profession with diverse opportunities in continuing education, advocacy, ethics awareness, and networking.
Ian McMillan is a Market Technician at Client First Tax & Wealth Advisors. Prior to his role at Client First Tax and Wealth Advisors, Ian was a Senior Analyst based out of the Washington DC area. Ian has been in the wealth management/RIA arena for 11 years. He spends a portion of his time consulting with other firms in the area as to how they can best incorporate Technical Analysis into their own practices and portfolio management strategies.
Ian is a regular contributor to The Chart Report and various other publications, where he writes about market themes using Technical Analysis and his own top-down approach.
He graduated from the University of South Carolina in 2010 with a Bachelor’s Degree in Finance. Ian then pursued his MBA at The Citadel, with a concentration in Asset Allocation.
The combined Washington DC-Baltimore Chapter of the CMT Association is just starting out! Ian McMillan is the new chapter chair. Chapter meetings are held between the Washington DC and Baltimore areas to provide attendance options for our membership in both cities. If you are...
Listen above, or subscribe on your favorite podcast service and never miss an update! Summary Ian McMillan, CMT and his colleagues run an RIA in a less-than-traditional approach... They use technical analysis to participate in trends and limit downside risk. For...