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About
Ian Reid serves as Investment Manager and Analyst at Creative Financial Designs, Inc., where he is responsible for conducting research on mutual funds and ETFs and supporting the ongoing management of brokerage accounts. He plays a key role in the development of the firm's in-house investment strategies, focusing on diversified portfolio construction for client accounts.
His investment research and analytical work emphasize mutual funds, exchange-traded funds (ETFs), and multi-asset allocation strategies. He contributes to the design and management of portfolios that span a variety of asset classes, with a particular focus on collective investment vehicles such as mutual funds and ETFs.
Ian brings a notable background in financial and economic research, having previously held research analyst roles at both the Security and Software Engineering Research Center and the Global Health Institute. He holds a Master's Degree in Statistics with a Minor in Computer Science, alongside a Bachelor's Degree in Finance and Economics from Ball State University, underscoring his expertise in quantitative analysis, investment strategy, and statistical modeling.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Creative Financial Designs, Inc. | Quantitative Analyst | Sep 2015 to Present | • Primary responsibilities pertain to (1) determining the appropriate asset allocation for internally built models/portfolios given various risk tolerances and subject to market, economic, and geopol... |
| Security and Software Engineering Research Center | Research Analyst | Aug 2014 to May 2015 | • Primarily worked on a project that tested vulnerabilities (to cyber attacks) in coding in C++. At a basic level, the goal was to start with simple algorithms, functions, methods, etc. in C++ and de... |
| Global Health Institute | Research Analyst | May 2010 to May 2014 | • My primary function in this role was to clean, analyze, and report on very large sets health-related economic data. I performed this task utilizing the knowledge I was gained from my Statistics and... |
| Anthem, Inc. | Investment Analyst | Sep 2008 to May 2010 | • This position was an ideal role to start out in the analytical side of the investment industry. Most notably, I was involved in nearly every facet of the investment management team's operations at ... |
| Flagstar Bank | Senior Financial Service Representative | Apr 2007 to Aug 2008 | — |
Education
Ball State University
Master’s Degree, Statistics; Minor, Computer Science
2010 — 2015
Ball State University
Bachelor’s Degree, Finance, Economics
2003 — 2007
Skills & Expertise
Others at Creative Financial Designs Inc. /adv (3)
| Name | Role | Location |
|---|---|---|
 | Investment Analyst | Kokomo, IN , United States |
J James Kelley | Portfolio Manager | Kansas City, MO , United States |
 | Investment Manager | Kokomo, IN , United States |
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| Name | Role | Fund | Location |
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 | Owner and Portfolio Manager | Goelzer Investment Management, Inc. | Bargersville, IN , United States |
G Gavin Stephens | Chief Investment Officer | Goelzer Investment Management, Inc. | Indianapolis, IN , United States |
