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Ivan Illan

Founder & Chief Investment OfficerAWAIM

Los Angeles, CA

Member Since July 2023


Financial Services
Investment Stategy


Ivan Illán is a financial services industry thought leader and bestselling personal finance author. Inspired by his late grandfather’s career as a leading economist, Ivan began investing at age 13. As Founder and Chief Investment Officer, he leads the AWAIM® Investment Committee’s global macroeconomic forecasts and asset allocations for its ACGM Total Portfolio Solutions Suite™. Ivan’s economic commentary frequently appears in business media around the world. He is a Member of CFA Institute and holds the Accredited Investment Fiduciary (AIF®) and Certified Fund Specialist (CFS®) credentials. Ivan earned a B.S. in Finance and a B.A. in Philosophy from Boston College.

Published content

How do you become successful in business? 

expert panel

Keep your eyes on the prize by applying these 18 tips. While success is attainable at various levels in a person's career, it doesn't just happen overnight—you have to work for it. You may even hit some bumps in the road along your journey, but any thought leader who has been in the game for a long time knows that business challenges and even failures are simply a part of the learning process.  Here, 18 Fast Company Executive Board members offer their advice to other professionals who are trying to reach their short-term goals of the moment—both professional and personal.

12 ways marketers are losing ROI in their advertising campaigns

expert panel

The following "strategic" patterns may push your company further away from its bottom-line business goals. If your brand's latest promotional strategy is entirely based on a trend that doesn't align with your company's core values and authenticity, then you should probably rethink your plans. You don't need to necessarily keep up with what the competition is doing.  Instead, turn your attention back to what your unique customers' biggest pain points are right now. These often change, so you need to be able to adapt to the specific needs of the people you want to serve. It also means taking your time to do the proper research and letting the data drive your decision-making process so you reach your desired results in the long run.  Many company marketers often struggle because they're wasting their company's time and money on the areas of advertising that don't resonate with their consumers at all. Here, 12 industry leaders from Fast Company Executive Board describe the nature of some of those pitfalls and why they should be avoided if you want to build a brand that is organically successful.

Company details


Company bio

Comprehensive wealth management platform offering investment advisory and financial planning services through in-house, global macro managed total portfolio solutions to financial advisors and their HNW, business owner, and corporate executive clients. AWAIM ACGM Total Portfolio Solutions Suite™ demonstrates our firm's asset allocation decisions through its independently audited and verified performance history. AWAIM Alliance Program™ enables CPAs, attorneys, and other professionals opportunity for compensatory collaboration on referred clients.


Corporate leadership

Area of focus

Asset Management
Financial Services
Wealth Management

Company size

2 - 10