Aligne Wealth Preservation LLC
With 20 years experience, Ivan Illán has led capital raising efforts for institutional and retail investment management firms. In 2005, he founded retail advisory firm, Aligne Wealth Preservation LLC, now with more than $350 Million in managed assets, and the largest firm by custodied assets with The MassMutual Trust Company, FSB. Illán has been featured in articles in The Washington Post, The Wall Street Journal, Dow Jones Newswires, WealthManagement.com, Financial Advisor Magazine, and a webisode series with The Wealth Channel with The American College. He earned degrees in finance and philosophy from Boston College, the Certified Fund Specialist (CFS®) designation from the Institute of Business & Finance, and is a member of the CFA Institute, CFA Society Los Angeles and New York Society of Security Analysts.
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