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

CEO, Investments & Wealth Institute

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

Chair

Financial Consultant, Popular Securities, LLC

Eilin Cabutto, CIMA®

Board Member

PIMCO Senior Account Associate

Jim Dobbs, CFP®, CIMA®, CPWA®

Board Member

President, Dobbs Education, LLC

Lucrece Dossou

Board Member

Rose Investment Capitol General Partner, Petrolin Group

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

April Ferrell, CIMA®

Ex officio

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