Investments & Wealth Foundation Leadership

Investments & Wealth Foundation is governed by a 9-person board dedicated to our goal of growing and supporting a more diverse workforce within the financial advisor profession through scholarships.

April Ferrell, CIMA®

Executive Director

Managing Director, Head of Global Sales, Investments and Wealth Institute

Elizabeth "Libet" Anderson, CIMA®


President, Concourse Financial Group Securities

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

Vice Chair

Financial Consultant, Popular Securities, LLC

Eilin Cabutto, CIMA®

Board Member

PIMCO Senior Account Associate

Ira Cox

Board Member

Senior Vice President, Amundi Pioneer

Lucrece Dossou

Board Member

Rose Investment Capitol General Partner, Petrolin Group

John Granzow

Board Member

Managing Director - Investments, The Armillary Group

Karen Heath-Wade, CIMA®

Board Member

Senior Vice President-Global Head of Client Strategy and Service, American Century Investments

Kevin Sanchez, CIMA®, CPWA®, CFP®

Board Member

Senior Vice President, Morgan Stanley