Meet the Investments & Wealth Institute Leadership Team

The staff at the Institute is committed to supporting the needs and expectations of members, prospective members, and others connected to the financial advice profession.

Sean Walters

Chief Executive Officer

John Whitham

Chief Operating Officer

Steve DeAngelis

Chief Revenue Officer

Sandi Garcia

Chief Financial Officer

Rob Frankel

General Counsel and Managing Director of Certifications

April Ferrell

Managing Director, Head of Global Sales and Executive Director of the Investments & Wealth Foundation

Courtney Schubert

Managing Director of Marketing & Communications

Carly Augeri

Director of Marketing Communications

Mary Corbin

Director of Certification Standards

Lara Davies

Director, Client Relationship Management

Mike Kurz

Director of Programs

Jamie Lewis

Director of Technology

Elissa Motley

Director of Human Resources

Debbie Nochlin

Director of Publications

Ashley Vargas

Director of Certification Services

Hannah Walden

Director of Education Operations