Devin Ekberg, CFA®, CIMA®, CPWA®—
Devin Ekberg, CFA®
oversees the development and delivery of Investments & Wealth Institute conferences, online education, and print publications. Mr. Ekberg is an expert in security analysis and financial analysis, and has developed educational products for investment consultants, wealth advisors, and individual investors. He earned his Master’s degree in Investment Management and Financial Analysis from Creighton University. He also holds three advanced certifications: Chartered Financial Analyst®
) from the CFA Institute, Certified Private Wealth Advisor®
) and Certified Investment Management Analyst®
) from the Investments and Wealth Institute. He currently serves on the investment committees for two non-profit foundations.
Sean R. Walters, CAE®—
Sean Walters is executive director and chief executive officer of Investments & Wealth Institute®
). Founded in 1985, the Institute is a not-for-profit professional association for advanced investment advisors, consultants, analysts and private wealth advisors. The Institute administers the Certified Investment Management Analyst (CIMA®
) and Certified Private Wealth Advisor (CPWA®
) certifications. Institute membership, conferences, peer-reviewed research publications, and education programs are designed for advanced investment and wealth management professionals. Institute members practice in 38 countries, average tenure in the business is 18 years and average assets under management is in excess of $364 million.