Ian Janecek

Ian M. Janecek is a Vice President and Senior Consultant at CBIZ Investment Advisory Services, LLC (CBIZ IAS), where he also serves as Research Director for Private Equity and sits on the firm's Research Advisory Board. He is a Chartered Alternative Investment Analyst (CAIA) charterholder and holds the Series 66 regulatory registration, qualifying him as an investment adviser representative. Public adviser records credit him with roughly 16–18 years in the financial services industry.

His career has centered on institutional investment consulting. He worked at Consulting Services Group, LLC before spending more than a decade at Gavion, LLC (approximately 2013–2024), the Memphis, Tennessee-based institutional investment consulting firm founded in 2013 by industry veterans Miles Fortas, Robert Longfield, and Brian Jones. Gavion advised a diverse base of institutional clients across both traditional and alternative strategies. The firm subsequently became part of CBIZ Investment Advisory Services — the former gavionllc.com website and LinkedIn company page now resolve to CBIZ — and Ian continued in his consulting and private-equity research role there.

In his current capacity, Ian provides portfolio consulting services to foundations, endowments, and public pension plans, and leads manager research on the private equity side of the business. CBIZ IAS is a Registered Investment Adviser operating within CBIZ, Inc., a national professional-services firm; the investment-advisory unit reports institutional-scale assets and a multi-office footprint.

• Operates as an institutional investment consultant, not a direct venture/seed investor — he helps foundations, endowments, and public pension plans construct portfolios and select external managers.
• Private markets specialist: as Research Director – Private Equity, he leads due diligence and manager/fund selection across private equity and alternative strategies for institutional clients.
• Works across both traditional and alternative asset classes, consistent with Gavion's / CBIZ IAS's mandate to serve institutional clients holistically.
• Value is delivered through research, manager evaluation, and portfolio construction advice, rather than writing checks into companies — so there is no company-level "yes/no" thesis in the venture sense.