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

Denver, CO (December 12, 2023) – 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  

• Doug Hanson, CIMA®, Senior Relationship Manager, Charles Schwab Advisor Services  

• 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