Ian MartindaleIan Martindale
Senior Client Service Associate

Contact Me

Ian is a Senior Client Service Associate and is responsible for partnering with Beacon Pointe’s advisory team to enhance the client service experience. His duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients. Prior to joining Beacon Pointe, Ian was a Client Service Associate at Ailsa Capital (which merged with Beacon Pointe in 2023) and before that, worked as a mortgage loan officer. Outside of the office, Ian enjoys traveling, spending time with family and friends, and resides in Draper, Utah with his wife and dog.


You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.