Iain Purdom joined Waverly Advisors in April 2025 where he serves as a Client Service Associate, transitioning from corporate finance and banking into the wealth management field. Iain graduated from Elmhurst University in 2024 with a degree in Finance. Prior to joining Waverly Advisors, he worked as a relationship banker at a local regional bank. During his time in college, Iain interned with ALDI’s pricing analyst team and had the opportunity to shadow an advisor, gaining valuable insights into the industry.
In his free time, Iain enjoys playing golf, watching baseball, and traveling the world. Professionally, he has expertise in financial analysis, equity markets, and financial products.
Education