A 13-member board of directors, including four officers, governs the Investments & Wealth Institute. The past chair serves one additional term of office, and the executive director serves on the board ex-officio.
Volunteer committees, such as certification, conferences, membership, and wealth management, provide input to the board and assist in directing the activities of the association.
Chair:
Dorothy Bossung, CIMA®, CPWA®, RMA® , CFP®
BDO Wealth Advisors, LLC
Dorothy Bossung joined the board of directors in 2014. She serves on the Institute's Retirement Advisory. Ms. Bossung is director at BDO Wealth Advisors, LLC. Prior to joining BDO, she served as executive vice president at Lowery Asset Consulting, a Chicago-based registered investment advisory firm. She provided consulting services to Lowery's institutional and family office clients and was active in manager research, tactical and strategic allocation decisions, and was a member of the firm's investment committee.
Vice Chair of Professional Development:
Christine Gaze, CIMA®
Purpose Consulting Group
Christine Gaze earned the CIMA certification in 2005. Ms. Gaze is founder and president of Purpose Consulting Group works with asset managers and wealth-management firms to develop thought leadership and training programs that deliver results. She has held a variety of leadership positions at Merrill Lynch, Morgan Stanley, AllianceBernstein, and TD Ameritrade during her career. She earned a bachelor's degree in business administration and psychology from the State University of New York College at Brockport.
Vice Chair of Finance:
Elizabeth "Libet" Anderson, CIMA®
ProEquities, Inc.
Libet Anderson is the president of Concourse Financial Group Securities (formerly ProEquities). Before joining ProEquities as managing director of advisory and planning, Libet Anderson was director of guided solutions at Edward Jones where she led development on their first advisor directed fee-based solution. She has held a variety of leadership positions at Sterne Agee Asset Management, Edward Jones, and Pioneer Investments, Inc. She earned her CIMA® certification in 2008 and currently chairs the Annual Conference Committee.
Vice Chair of Standards:
Scott Welch, CIMA®
WisdomTree Asset Management
Scott Welch has been an Investments & Wealth Institute member and CIMA® professional since 2004. A frequent conference speaker and active member of the Investments & Wealth Monitor Editorial Advisory Board, he joined the Investments & Wealth Institute's board of directors in 2017. Mr. Welch is the chief investment officer–Model Portfolios of WisdomTree Asset Management, a provider of outsourced investment research, portfolio management, technology, and practice management solutions to RIAs and advisory teams making the move to independence. He was the founder of UnconstrainedThought, a macro-economic, investment, and wealth management consultancy. He was also a co-founder and former chief investment officer of Fortigent, LLC, a provider of outsourced investment research and technology solutions to RIAs and banks that served high-net-worth investors. Prior to joining Fortigent and its predecessor firm in 1998, he spent more than 12 years on Wall Street, where he focused on capital markets, corporate finance, and derivatives.
Director:
Chris Bidwell, CIMA®, RMA®, CIMC®
Morgan Stanley
Chris Bidwell is a financial advisor at Morgan Stanley in Ohio. He is recognized by his firm as Vice President–Wealth Management, Sr. Investment Management Consultant. He has been certified by the Investments & Wealth Institute as a Certified Investment Management Analyst® (CIMA®) and a Retirement Management Advisor® (RMA®).
Director:
Noel Pacarro Brown, CIMA®, CPWA®
The Conscious Wealth Management Group at Morgan Stanley
Noel Pacarro Brown is a financial advisor with the Conscious Wealth Management Group at Morgan Stanley. She also is recognized by her firm as an Investing with Impact Director, Family Wealth Advisor, and a Senior Investment Management Consultant. She has been certified by the Investments & Wealth Institute as a Certified Investment Management Analyst® (CIMA®) and a Certified Private Wealth Advisor® (CPWA®).
Director:
Lauris S. Lambergs, CIMA®, CHSA®
Renaissance Wealth Advisors, LLC
Lauris is the Co-founder and Chief Investment Officer at Renaissance Wealth Advisors, LLC. a Registered Investment Advisor headquartered in Massachusetts. As a member of the Investments & Wealth Institute since 2004, he has actively served on a variety of committees, including as the Institute’s Chair of the Investment Advisor Forum conference committee, helping to shape the Institute’s renowned New York City educational conference. He also serves on the Wealth Advisor Forum conference committee. Lauris earned a degree in French and Political Science from Duke University.
Director:
Brian Konish, CFP®, CPWA®
Investments at K|B Private Wealth Management Group of Wells Fargo Advisors
Brian Konish, is Managing Director – Investments, Wells Fargo Advisors. Konish has served clients with Wells Fargo Advisors since 1999. With over 20 years of experience he has focused on assisting small-mid market owners & executives of privately held businesses prepare for future liquidity events. He has been an active member of the Institute since 2011 and has served on the CPWA® Certification Commission.
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker -dealer and non-bank affiliate of Wells Fargo & Company. © 2022 Wells Fargo Clearing Services, LLC. CAR-0922-02057
Director:
Desiree Maldonado, CIMA®, CPWA®, CFP®
Popular Securities, LLC.
Desiree Maldonado, is a financial advisor at Popular Securities, LLC. Maldonado has served clients with Popular, Inc. since 2004. With over 20 years of experience, Maldonado has dedicated her career to assisting high net worth individuals and families manage and preserve their assets. Maldonado and her team offer comprehensive investment and financial planning services, and she specializes in helping clients plan for financial independence, manage risk, and plan their legacies. She has the unique distinction of being the first CPWA® certificant in Puerto Rico and one of only a handful in Puerto Rico to have earned the CIMA®, CPWA® and CFP® designations. Maldonado has been an active member of the Institute since 2004 and has served as chair of the CPWA® Certification Commission.
Director:
Douglas D. Hanson, CIMA®
Charles Schwab.
Doug Hanson is Senior Relationship Manager serving large RIA clients in the Northwest region of Schwab Advisor Services. Previously Hanson served as Vice President of Schwab’s Asset Management Client Solutions group. He was responsible for third party asset management relationships, primarily for Schwab’s mutual fund platforms including Hanson joined Charles Schwab in 1986 as a registered representative in the Boston, MA retail branch office. He served in various client service and supervisory capacities in Boston until relocating to Schwab’s San Francisco headquarters in 1991. In that year Hanson participated in the initial development, testing, and implementation of Schwab’s Mutual Fund OneSource service. Since then, Hanson has served in a variety of leadership roles connected to third party mutual funds, including most recently leading the Product Management team, and earlier serving as General Manager for Schwab’s Mutual Fund Clearing business. Hanson earned a bachelor’s degree in business administration at Bryant University, and an MBA from the University of Massachusetts. He holds Series 7, 9/10, 24, and 63 securities registrations, and holds the Certified Financial Planner® (CFP®), and Certified Investment Management Analyst® certification (CIMA®) designations.
Director:
Deidre Waltz, CIMA®, CPWA®
Heritage Trust Company
Deidre joined Heritage after a 20 year career with Northern Trust company, most recently with their Global Family and Private Investment Services group, where she served as a Senior Vice President and Senior Fiduciary Relationship Manager. While there she was responsible for several large multi-generational family office clients, overseeing the investment and administrative requirements of their trusts and family investment partnerships. She also provided comprehensive financial and estate panning services to her clients, while collaborating with their outside advisors, accounts and attorneys.
In her role as a Vice President and Relationship Manager, Deidre assists clients in a variety of areas, including trusts, probate and estate planning an administration. Deidre serves as the chairman of the Investments and Wealth Institute’s Certified Private Wealth Advisor® Commission. She has been a active volunteer with the Investments and Wealth Institute for over ten years, including serving on the Certified Investment Management Analyst Commission for six years.
Deidre earned her bachelor’s degree in Business Administration in Accounting from Oklahoma State University. She is also a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Certified Investment Management Analyst (CIMA®), Certified Private Wealth Advisor® (CPWA®) professional and Certified Exit Planning Advisor (CEPA®). Deidre is also a graduate of the ABA National Graduate Trust School.
Director:
Hatem Zarrouk, CIMA®
National Bank Independent Network in Toronto, Canada
Hatem Zarrouk is the Vice president National Sales, Relationship Management & Service Delivery for the portfolio management side of the business at National Bank Independent Network. Hatem holds the Certified Investment Management Analyst.
Hatem has been in the investment industry since 2000; he has extensive experience in the financial industry and working with Investment Advisors, Portfolio Managers and Financial Planners. Hatem is fluently bilingual in English and French. Also, he has played an active role in an international, non-profit, educational organization. He is currently serving as the chair of the Canadian Board for the Investment and Wealth Institute.
Past Chair:
Todd Wagenberg, CIMA®
Integrated Fiduciary Advisory Services
Todd Wagenberg joined the Investments & Wealth Institute's board of directors in 2015 and is chair of the Finance, Audit, and Investments Technical Committee. He is currently managing partner at Integrated Fiduciary Advisory Services. He served previously as managing director–Investments and senior institutional consultant at Wells Fargo Advisors, where he provided investment counsel to affluent families, nonprofit organizations, and institutions. Prior to joining Wells Fargo Advisors, he traded currencies for Chemical Bank and National Australia Bank in New York. Mr. Wagenberg earned a bachelor’s degree from University of Michigan and an MBA from Wayne State University.