Get to Know Igor Schattan
Igor started his career while still attending college at the University of South Florida, interning at both Morgan Stanley and Franklin Templeton in their wealth management and sales departments, respectively. He also served as an equity research analyst for USF’s Student Managed Investment Fund. All of these experiences gave him an extremely strong foundation on which to start his career, and he has done exactly that by joining the team at Harwood.
Igor’s role on the team is to connect with potential clients, collecting and analyzing data about their personal financial portfolios and preferences – including risk tolerance, long-term investments, and estate planning – in order to match them up to a suitable advisor at the firm. He continues to be an avid learner, adding new skills to his repertoire daily.
In his off-time, Igor enjoys pursuits of the mind, including reading and playing chess. When he’s up for something more physical, he can be found surfing at one of Florida’s sunny beaches.