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Awards

Investments & Wealth Institute Investment Consulting Impact Award

This award was named for Matthew R. McArthur in honor of his selfless contributions to the organization. The Investment Consulting Impact Award honors individuals who have made an outstanding contribution and demonstrated commitment to the field of investment consulting, including contributions to industry-specific technology or to advances in the advisor skill set. The individual does not have to be a current or previously practicing investment consultant.

The award first was presented in 2000. Recipients include the following: Keith Ambachtsheer, Peter Bernstein, Gilbert Beebower, Gary Brinson, Edwin Callan, John Casey, Michael Clowes, William Crerend, William Dreher, Richard Ennis, William Fouse, Rosalind Hewsenian, L. Randolph Hood, James Knupp, Harry Markowitz, Richard Marston, John O'Brien, Don Phillips, Leonard Reinhart, Barr Rosenberg, George Russell, William Sharpe,  Meir Statman, and Richard Thaler

Investments & Wealth Institute Wealth Management Impact Award

This award honors J. Richard Joyner, who was instrumental in the development of and instruction within the CPWA certification program. The Wealth Management Impact Award honors individuals who have contributed exceptional advancements in the field of private wealth management, which is embodied by the Investments & Wealth Institute Certified Private Wealth Advisor® (CPWA®) program. The award recognizes key innovations and thought leadership in any of the CPWA knowledge domains: human dynamics, wealth management strategies, client specialization, and legacy planning.

The award first was presented in 2015. Recipients include the following: Charlotte B. Beyer,  Jean L. P. Brunel,  Harold R. Evensky, and John A. Nersesian.
 

Investments & Wealth Institute Governance Insight Award

This award symbolizes Richard J. Davis’ commitment to the highest possible standards of ethics and legal compliance and also symbolizes the Institute’s commitment to those high standards. The Governance Insight Award honors the author(s) of a written work (e.g., article, paper, book) published in the previous year that has made significant contributions in ethics, legal, regulatory, or other relevant areas that affect the investment and wealth management professions.

The award first was presented in 2004. Recipients include the following: John Bogle, Polina Demina, Joseph Holt, Michael Kitces, Arthur Laby, Andrew W. Lo, Gordon Marino, Elizabeth Piper/Bach, CIMA®,  Robert Prentice, The Pew Charitable Trusts, Robert H. Sitkoff, Meir Statman, Gary A. Varnavides, and Peter Verhezen.

Investments & Wealth Institute Journal Research Award

This award honors Edward D. Baker III, the first editor of the Journal of Investment Consulting. The Journal Research Award honors the author(s) of an original article that represents the best writing for the previous year germane to the investment management consulting and/or private wealth management professions. Each article published in the Journal of Investment Consulting and Retirement Management Journal will be considered for this award. Each piece will be evaluated for its academic and analytical vision and originality of research.

Recipients include the following: Timothy B. Barrett, Ross Barry, Ana Cascon, Richard Fullmer, David Garff, CIMA®, Aron Gottesman, Paul Greenwood, Ronald Kahn, A. Craig MacKinlay, Jianping Mei, Matthew Morey, Michael Moses, Arun Muralidhar, Carrie Pan, Jim Pasztor, James Perry, Donald Pierce, Andrew Rudd, James Sandidge, William Shadwick, Hersh Shefrin, Frank Sortino, Meir Statman, Ron Surz, CIMA®, and Cheng Yan.

Investments & Wealth Institute Writing Award

This awards honors Stephen L. Kessler, the first volunteer editor of the Monitor. The Investments & Wealth Institute Writing Award is presented to the author(s) of the best original articles that are written by Investments & Wealth Institute members and published in Investments & Wealth Monitor. The selected articles should make a substantial contribution to the education of practitioners through expansion of the body of knowledge related to the investment and wealth management professions.

​Recipients include the following: Edward Baker; Thomas Boczar; Bruce Curwood, CIMA®; Anthony B. Davidow, CIMA®, Jim Flinchum, CIMA®; Jack Gardner, CIMA®; David Gordon, CIMA®; Debbie Hall; Brian Hunter, CIMA®; David Loeper, CIMA®; Rex Macey, CIMA®; Matthew McArthur; Robert Padgette, CIMA®; Bob Rice; Alex Shahidi, CIMA®; Margaret Towle, PhD; Michael Underhill; Howard Weiss; Scott Welch, CIMA®; and W. Lloyd Williams.

Please note, the names of the awards recently changed to more accurately reflect the Investments & Wealth Institute rebrand.
 

View Full List of Award Recipients