Investments & Wealth Foundation Leadership

Investments & Wealth Foundation is governed by a board dedicated to our goal of accelerating career advancement of populations who are currently underrepresented in the financial services profession, thereby fostering a more diverse and sustainable workforce to address client solutions.

Sean Walters, CAE®

Executive Director of the Investments & Wealth Foundation

CEO, Investments & Wealth Institute

Desiree Maldonado Irizarry, CIMA®, CPWA®, CFP®

Chair

Financial Consultant, Popular Securities, LLC

Jim Dobbs, CFP®, CIMA®, CPWA®

Board Member

President, Dobbs Education, LLC

Lucrece Dossou

Board Member

Rose Investment Capitol General Partner, Petrolin Group

April Ferrell, CIMA®

Board Member

Sheena Gray

Board Member

CEO, Association of African American Financial Advisors

Anuj Gupta, CIMA®, CPWA®

Board Member

Principal Director, Wealth Products, Business Solutions Envestnet

Christopher Satterfield, CFP®, ChFC®, CIMA®, CPWA®, CWS®

Board Member

Director, Senior Wealth Advisor, Charles Schwab

Elizabeth "Libet" Anderson, CIMA®

Ex officio

Community Leader, Cetera Wealth Partners