Ian Bullis

Portfolio / Investment Analyst

Ian joined Concentric as a Portfolio / Investment Analyst in 2026.

The Earlham College grad (Bachelor of Arts in Accounting and Finance) first joined Concentric as an intern in the summer of 2025 before returning full-time as an employee in 2026. At Concentric, Ian brings experience in wealth management operations, tax preparation, and excellent client service — with areas of focus including portfolio rebalancing, trading, and research.

Ian resides in Batavia, Ohio, where you’ll find him out on the golf course, traveling, watching movies, and attending Cincinnati sporting events — including the occasional appearance as a former college baseball player who earned three Heartland Collegiate Athletic Conference All-Academic Team honors at Earlham College.

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