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.
Kevin Sanchez, CIMA®, CPWA®, CFP®, MBA
UBS Institutional Consulting
Kevin Sanchez has served as chair of the Annual Conference Committee and board liaison to the Membership Committee for the Investments & Wealth Institute. He joined the Board of Directors in 2012. He is a senior institutional consultant with UBS Consulting in Walnut Creek, CA. He works with boards of nonprofit organizations, foundations, and endowments on prudent investment policies, portfolio designs and implementation, and fiduciary liability review. His experience includes comprehensive wealth management for affluent families, and he lectures frequently on this topic.
David Koulish, CPWA®, CFP®
David Koulish is senior vice president and manager – Investment Risk and Global Fiduciary Risk at Northern Trust in Miami, FL. Mr. Koulish has more than 30 years of experience in portfolio and wealth management focusing on the development and implementation of strategies to help clients achieve their goals of transferring, preserving, and growing wealth. Prior to joining Northern Trust in 1993, he was a senior vice president and portfolio manager at Key Trust Company of Florida in Orlando. Mr. Koulish has a bachelor of science degree in business administration and an MBA, both from the University of Central Florida. He is a member of the CFA Institute and the Financial Planning Association.
Todd Wagenberg, CIMA®
Integrated Investment Consultants, LLC
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 director at Integrated Investment Consultants, LLC. 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.
Dorothy Bossung, CIMA®, CPWA®, RMASM , CFP®
Lowery Asset Consulting
Dorothy Bossung joined the board of directors in 2014. She serves on the Institute's Retirement Advisory and Wealth Management Committee. Ms. Bossung is executive vice president at Lowery Asset Consulting, a Chicago-based registered investment advisory firm. She provides consulting services to Lowery's institutional and family office clients and is active in manager research, tactical and strategic allocation decisions, and is a member of the firm's investment committee. Prior to joining Lowery, she served as managing director of a boutique financial service firm following 10 years of leadership roles within the investment practices of three multinational accounting firms, and 18 years with multi-national brokerage firms.
Elizabeth "Libet" Anderson, CIMA®
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.
Chris Bidwell, CIMA®, RMA®
Chris Bidwell is a financial advisor at Morgan Stanley in Ohio. He is recognized by his firm as a Corporate Retirement Director and a Senior 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).
Noel Pacarro Brown, CIMA®, CPWA®
The Pacarro 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).
Keith Clemens, CIMA®, CPWA®
Merrill Lynch Wealth Management
Keith Clemens joined the Investments & Wealth Institute's board of directors in 2015. He also serves on the CPWA Commission. Mr. Clemens is a first vice president at Merrill Lynch Wealth Management, where he has worked since 1985. Working directly with clients, his expertise ranges from tax planning to behavioral finance and risk management. He earned a bachelor’s degree from Florida State University.
Christine Gaze, CIMA®
Purpose Consulting Group
Christine Gaze is a chair of the Investments & Wealth Institute's Specialty Conference Committee and earned the CIMA certification in 2005. Ms. Gaze and her team at Purpose Consulting Group work 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.
Brian Ullsperger, CIMA®, AIF®, AAMS®, CMFC®
Andersen Investment Advisory Services
Brian Ullsperger has been an Investments & Wealth Institute's member and CIMA professional since 2004. Mr. Ullsperger served on the Investments & Wealth Institute's Annual Conference Committee and serves the Investments & Wealth Institute's Government Relations Committee, and the Retirement Management Committee. In his role at Andersen Investment Advisory Services, he manages a registered investment advisory practice that provides investment, tax, and wealth advisory services.
Kelly Walsh, CIMA®, RCC®
Kelly Walsh serves as chair of the Investments & Wealth Institute's Canadian Advisory Council, and has been an active member since 2006. In her role at Aviso Wealth, Ms. Walsh currently works with leadership teams of credit unions and top Canadian advisors to help them enhance their books of business and offer full wealth-management services to their clients. During her 25 years in the financial services industry, she has held a variety of leadership positions with Raymond James and BMO Wealth. She earned a bachelor's degree and business administration certificate from the University of Victoria in British Columbia and the Registered Corporate Coach designation from Advantage Coaching and Training and the Worldwide Association of Business Coaches.
Scott Welch, CIMA®
Dynasty Financial Partners
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 of Dynasty Financial Partners, 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.
Scott G. Thayer, CIMA®
Scott Thayer serves on the Investments & Wealth Institute Board of Directors as immediate past-chairman. Mr. Thayer also serves as practitioner faculty for the University of Chicago Booth School of Business CIMA registered education program, and in the Yale School of Management CIMA registered education program, teaching manager search and selection and investment policy.
Mr. Thayer’s career began at E.F. Hutton in 1983. He recently retired from his role as institutional consulting director at Graystone Consulting, where he ran a large-scale institutional consulting team that specialized in investment policy, portfolio construction, and risk management issues for foundation and endowment clients in the United States and abroad. He was previously senior vice president–Investments and Institutional consulting director for Citi Institutional Consulting in Santa Rosa, CA. Prior to that, Mr. Thayer taught within the Department of Finance at Chico State University, CA. Mr. Thayer earned a B.S. in finance from California State University, Los Angeles, and an MBA in finance from California State University, Chico. In 2015, he was named one of Barron’s “Top 30 Institutional Consultants.”