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

Published: 2023-12-19 14:00:00 ET

Christine Gaze, CIMA®, CFP® to Serve as Chair for 2024-25

--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 Gaze’s 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 aedmondson@i-w.org.

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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

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

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

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

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

aedmondson@i-w.org

Company Website

https://investmentsandwealth.org

View source version on newsdirect.com: https://newsdirect.com/news/investments-and-wealth-institute-announces-new-board-officers-and-directors-for-2024-244588497

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All statements made via social media sites sponsored or maintained by Enhanced Investments and its affiliates are for informational purposes only and do not constitute a comprehensive description of Enhanced Investments' investment advisory services.
Certain investments are not suitable for all investors. Before investing, consider your investment objectives and applicable fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Information provided by Enhanced Investments is for informational and general educational purposes only and is not investment or financial advice.