Investments & Wealth Institute Announces New Board Officers and Directors for 2024

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–News Direct–

The Investments & Wealth Institute (IWI), the leading professional association, education provider and standards organization for the financial advice industry, has announced its newly elected Board Officers and Board Directors.

Christine Gaze, CIMA, CFP, has been elected to serve as Board Chair for a two-year term beginning January 1, 2024. Gaze has been a Board Director since 2016 and has assumed many volunteer roles within the organization, including most recently as Vice Chair of Professional Development.

Gaze is Founder and President of Purpose Consulting Group, a practice management consulting firm that develops thought leadership and training programs to engage and advance financial advisors. She has held a variety of leadership positions at Merrill Lynch, Morgan Stanley, AllianceBernstein, and TD Ameritrade during her career. Gaze succeeds Dorothy Bossung, CIMA, CPWA, RMA, CFP, Senior Director at Choreo Advisors.

We are excited to welcome Christine Gaze and our other new officers and directors, said Sean R. Walters, CAE, Chief Executive Officer. The Institute has thrived for many years because of incredible leadership from successful investment and wealth management professionals who volunteer their time to serve the association. We thank all our Board Members for their dedicated service to our organization and to the profession at-large.

In addition to Gazes appointment, other newly elected Board Officers for 2024 and 2025 include:

  • Elizabeth Libet Anderson, CIMA, President, Concourse Financial Group Securities, as Vice Chair of Standards
  • Noel Pacarro Brown, CIMA, CPWA, Senior Vice President and Financial Advisor, The Conscious Wealth Management Group at Morgan Stanley, as Vice Chair of Professional Development
  • Lauris Lambergs, CIMA, GFP (USA), Co-founder and Chief Investment Officer of Renaissance Wealth Advisors, as Vice Chair of Finance

Newly elected Board Directors for 2024 and 2025 include:

  • Moe Allain, RMA, CPWA, Financial Advisor, Baird Retirement Management
  • Anuj Gupta, CIMA, CPWA, Principal Director, Wealth Products, Business Solutions, Envestnet
  • Roger Mussa, CPWA, RMA, CPFA, Senior Vice President, Wealth Management Advisor, and Senior Portfolio Manager, Merrill Lynch Wealth Management

  • William Bing Waldert, Managing Director, U.S. Research, Cerulli Associates

Returning Board Directors for 2024 include:

  • Chris Bidwell, CIMA, CIMC, RMA, Financial Advisor, Vice President, and Senior Investment Management Consultant, Morgan Stanley Wealth Management

  • Desiree Maldonado Irizarry, CPWA, CIMA, CFP, Financial Advisor at Popular Securities

  • Hatem Zarrouk, CIMA, Vice President and Head of Custody, Financial Markets, Investment Funds and ETF Servicing, National Bank Trust, a National Bank of Canada Division
  • Past-Chair Dorothy Bossung, CIMA, CPWA, RMA, CFP, Senior Director, Choreo Advisors

Board Directors completing terms in 2023 include:

  • Brian Konish, CFP, CPWA, Managing Director, K|B Private Wealth Management Group of Wells Fargo Advisors

  • Todd Wagenberg, CIMA, Managing Partner, Integrated Fiduciary Advisory Services

  • Deidre Waltz, CFP, CIMA, CPWA, Vice President, Relationship Manager, Argent Trust Oklahoma (formerly Heritage Trust Company)
  • Scott Welch, CIMA, Investment/Wealth Management Advisor, UnconstrainedThought

For more information, contact Allison Edmondson via 1+ 303-850-3207 or [email protected].

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Christine Gaze, CIMA, CFP, Founder and President of Purpose Consulting Group, to Serve as Investments & Wealth Institute Board Chair for 2024-25
Christine Gaze, CIMA, CFP, Founder and President of Purpose Consulting Group, to Serve as Investments & Wealth Institute Board Chair for 2024-25
Elizabeth Libet Anderson, CIMA, President, Concourse Financial Group Securities, to Serve as Investments & Wealth Institute Vice Chair of Standards
Elizabeth Libet Anderson, CIMA, President, Concourse Financial Group Securities, to Serve as Investments & Wealth Institute Vice Chair of Standards
Noel Pacarro Brown, CIMA, CPWA, Senior Vice President and Financial Advisor, The Conscious Wealth Management Group at Morgan Stanley, to Serve as Investments & Wealth Institute Vice Chair of Professional Development
Noel Pacarro Brown, CIMA, CPWA, Senior Vice President and Financial Advisor, The Conscious Wealth Management Group at Morgan Stanley, to Serve as Investments & Wealth Institute Vice Chair of Professional Development
Lauris Lambergs, CIMA, GFP (USA), Co-founder and Chief Investment Officer of Renaissance Wealth Advisors, to Serve as Investments & Wealth Institute Vice Chair of Finance
Lauris Lambergs, CIMA, GFP (USA), Co-founder and Chief Investment Officer of Renaissance Wealth Advisors, to Serve as Investments & Wealth Institute Vice Chair of Finance
Moe Allain, RMA, CPWA, Financial Advisor, Baird Retirement Management, is a Newly Elected Investments & Wealth Institute Board Member
Moe Allain, RMA, CPWA, Financial Advisor, Baird Retirement Management, is a Newly Elected Investments & Wealth Institute Board Member
Anuj Gupta, CIMA, CPWA, Principal Director, Wealth Products, Business Solutions, Envestnet, is a Newly Elected Investments & Wealth Institute Board Member
Anuj Gupta, CIMA, CPWA, Principal Director, Wealth Products, Business Solutions, Envestnet, is a Newly Elected Investments & Wealth Institute Board Member
Roger Mussa, CPWA, RMA, CPFA, Senior Vice President, Wealth Management Advisor, and Senior Portfolio Manager, Merrill Lynch Wealth Management, is a Newly Elected Investments & Wealth Institute Board Member
Roger Mussa, CPWA, RMA, CPFA, Senior Vice President, Wealth Management Advisor, and Senior Portfolio Manager, Merrill Lynch Wealth Management, is a Newly Elected Investments & Wealth Institute Board Member
William Bing Waldert, Managing Director, U.S. Research, Cerulli Associates, is a Newly Elected Investments & Wealth Institute Board Member
William Bing Waldert, Managing Director, U.S. Research, Cerulli Associates, is a Newly Elected Investments & Wealth Institute Board Member

About the Investments & Wealth Institute

Founded in 1985, the Investments & Wealth Institute is the premier professional association, education provider, and standards body for financial advisors. Through its award-winning events, publications, courses, and acclaimed certifications Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), and Retirement Management Advisor (RMA) the Institute delivers Ivy league-quality, highly practical education to more than 20,000 practitioners annually in over 40 countries. Members of the Institute include the industry's most successful investment consultants, advanced financial planners, and private wealth managers who embrace excellence and ethics in applying a broad set of knowledge and skills in their daily work with clients.

Contact Details

Allison Edmondson

+1 303-850-3207

[email protected]

Company Website

https://investmentsandwealth.org

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Investments & Wealth Institute

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