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Ian Longsworth

Ian Longsworth

Investment Associate at Hennion & Walsh Asset Management, Inc.

United States

About

Ian Longsworth is an Investment Associate at Hennion & Walsh, a firm renowned for its expertise in fixed income, particularly municipal bonds and comprehensive wealth management services. In his current role, Ian supports client investment needs by focusing on tailored solutions within the fixed income sector, especially municipal bonds, and contributes to the firm's reputation for personalized wealth advisory.

Previously, Ian served as a Tax Preparer at H&R Block, where he developed a foundation in taxation and personal finance, enhancing his client advisory skills. He entered the investment industry after earning a Bachelor of Science degree in Finance from the University of South Florida, equipping him with strong analytical expertise in financial markets and investment strategies.

Ian specializes in advising clients on fixed income investments with a focus on municipal bonds, and also draws on his tax background to provide holistic perspectives on investment and retirement planning. With FINRA registration and a broad knowledge base, he is committed to guiding investors through wealth management and tax-aware investment strategies.

Career History

OrganizationRoleDate RangeDetails
Hennion & WalshInvestment AssociateMay 2024 to Present
H&R BlockTax PreparerJan 2024 to May 2024

Education

University of South Florida

Bachelor of Science - BS, Finance, General

2018 2022

Others at Hennion & Walsh Asset Management, Inc. (15)

NameRoleLocation
Justin Bischer
Justin Bischer
Investment AssociateRockaway, NJ , United States
K
Ken Rubin
Vice President-InvestmentsDelray Beach, FL , United States
Kevin Mahn
Kevin Mahn
President and Chief Investment Officer - Hennion and Walsh Asset ManagementParsippany-Troy Hills, NJ , United States
Paul Mastrobuoni
Paul Mastrobuoni
TraderParsippany-Troy Hills, NJ , United States
Richard Hennion
Richard Hennion
PartnerParsippany-Troy Hills, NJ , United States
Sebastian Cross
Sebastian Cross
Investment AssociateRandolph, NJ , United States
Stephen Mensah Jr.
Stephen Mensah Jr.
Senior Investment AssociateIrvington, NJ , United States
William Walsh
William Walsh
PartnerParsippany-Troy Hills, NJ , United States
James Freda
James Freda
Investment AssociateUnited States
Joe Carico
Joe Carico
Investment AssociateWest Palm Beach, FL , United States
Showing 1-10 of 15 team members

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