logologologo
  • IRON Wealth Platform
  • Investment Management Consulting
  • Advisor Partnerships
  • About
logologologo
  • IRON Wealth Platform
  • Investment Management Consulting
  • Advisor Partnerships
  • About
logologologo
  • IRON Wealth Platform
  • Investment Management Consulting
  • Advisor Partnerships
  • About
logologologo
  • IRON Wealth Platform
  • Investment Management Consulting
  • Advisor Partnerships
  • About
  • IRON Wealth Platform
  • Investment Management Consulting
  • Advisor Partnerships
  • About

A Vision
We Stand By

01 | Vision
02 | History
03 | Team

Innovation drives our corporate culture just as it does our industry. Our founders and leaders began their careers in Chicago’s international trading exchanges. As sweeping technological changes were shifting the investment landscape, our co-founders Howard Nixon and Aaron Izenstark recognized the need to add value to simple direct exposure – beta* investing. By committing themselves to build a company that would harness the power of technology without compromising the pure investment know-how and integrity that provide clients true value, IRON Financial was born.

Our Work By the Decade

2020 and On 2020 and On At the end of 2020, with $8.2 billion in assets, we divested our Corporate Retirement Services division to focus on investment solutions for high-net-worth individuals, advisors, and corporations. Today, we are dedicated to a comprehensive multi-family wealth platform, providing tailored investment strategies for our clients. 2010-2020 2010-2020 We added REITs, convertible bonds, equity option premium income, and corporate bonds to our asset management strategies. ERISA 3(38) plans exceeded 1,000. As we start our 22nd year, we maintain our "client-first" ethos with $5.4 billion in assets and 25 years of experience. 2000-2010 2000-2010 We launched our Corporate Retirement Services division and invested in "The Engine" to boost data and research. We also introduced IRON Select Portfolios with top ETFs and mutual funds. 1994-2000 1994-2000 IRON Financial was founded to offer transparent, valuable investments with a strategic income style, actively managed and independent of traditional markets. As interest from business owners grew, we expanded into retirement plans.

Integrity Drives Our Team

Founders

Aaron-Izenstark
Aaron Izenstark

Co-Founder, Chief Investment Officer

View Biography
Howard-Nixon-1
Howard Nixon

Co-Founder, Chief Executive Officer

View Biography

Partners

Aaron-Izenstark
Aaron Izenstark

Co-Founder, Chief Investment Officer

View Biography
Howard-Nixon-1
Howard Nixon

Co-Founder, Chief Executive Officer

View Biography
Zach Sirota
Zach Sirota

Senior Managing Director

View Biography
Joe-Fanaro
Joe Fanaro

Portfolio Management & Trading

View Biography
Tim-Ziemba
Timothy Ziemba, CFA, CFP®

Chief Compliance Officer

View Biography
George-Georgiev
George Georgiev, CFA

Director of Research, Portfolio Manager

View Biography
Bob-Cohn
Robert Cohn

Chief Financial Officer

View Biography

Portfolio Management & Research

Aaron-Izenstark
Aaron Izenstark

Co-Founder, Chief Investment Officer

Tim-Ziemba
Timothy Ziemba, CFA, CFP®

Director of Operations, Director of Compliance

Joe-Fanaro
Joe Fanaro

Portfolio Management & Trading

George-Georgiev
George Georgiev, CFA

Portfolio Management & Research

Distribution & Marketing

Zach Sirota
Zach Sirota

Senior Managing Director

Sarah-Allred-scaled
Sarah Allred

Director of Marketing

Howard-Nixon-1
Howard Nixon

Co-Founder, Chief Executive Officer

Richard-Lakin
Richard Lakin

Strategic Relationship Management

Compliance & Operations

Bob-Cohn
Bob Cohn

Chief Financial Officer

Tim-Ziemba
Timothy Ziemba, CFA, CFP®

Chief Compliance Officer

Liliana-Soto-scaled
Liliana Soto

Senior Client Service Specialist

Eric Bradley
Eric Bradley

IT Manager

Our Suite of Wealth Solutions

01 | IRON Wealth Platform
02 | Investment Management Consulting
03 | Advisor Partnerships

Contact IRON Financial

630 Dundee Rd, Ste 300
Northbrook, IL 60062

Phone: 847-715-3200
Fax: 847-715-3499

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