Investments & Wealth Foundation Donors
The Investments and Wealth Foundation is grateful to those individuals and companies listed below who have generously invested in our scholarships.
With Special Thanks to our Founder’s Circle Donors
Bold indicates gifts from Investments & Wealth Institute and Investments & Wealth Foundation leadership. This list reflects donations received as of December 22, 2023. If there are omissions or corrections, please contact us.
Individuals
Jefferson Adcock
Moe Allain
Libet Anderson
David Archer
Pan Athanasoglou
Brandon Averill
Michael Bailey
Chris Bidwell
Dorothy Bossung
Garry Bridgeman
Noel Brown
Eilin Cabutto (Barazarte)
Kelly Caffrey - Thrivent Advisor Network
Floy Campe
Dean Cartwright
Kelly Castleberry
Yasmin Cavallo
Phil Clark
Mike Coburn
John Collier
Christina Collins
Johnny Colon
LynnAlexis Lee Corey
Jaime Court
Ira Cox
Tony Davidow
Beau Davis
Mary Deatherage
Stephen Dygos
Stephen Emanuels
Lee England
Vance Falbaum
April Ferrell
Lisa Featherngill
Jose A. Fidalgo Cordova
Jean Fidone-Schroer
Tim Fisher
Ernie Fordon
Matt Fratolillo
Brian Frederick
Heather Gardner
Christine Gaze
Gregory Goin
Troy Goldstein - ProShares
Kristen Greeley
Anuj Gupta
Doug Hanson
Karen Heath-Wade
Teri Hollander Albin
Jeff Hearn
Stephen Horan
Larry Hyatt
Ashley Iddings
James Jiao
Maria Katsileros Smith
Jeffrey Kim
Robert Kline
Brian Konish
Mark Kronemer
Lauris Lambergs - Renaissance Wealth Advisors, LLC
Barbara Lane
Lance Lehman
Desiree Maldonado
Sandra McGuire
Randy Miller - ASI Wealth Management
Ryan Moffett
Asif Nasim
Stephen Neville
Brian Oettinger
Will Olinger
Morgan Pearsall
Bareq Peshtaz
Candice Peters (Montie)
Steve Petersen
Betsy Piper/Bach
Timothy Ponstingle
Michele Powell
Dylan Raddatz
Dottie Reeder
Jeff Rodriguez
Abimael Rosario
Kim Rosenfield
Matt Rowe
Joe Sammons
Kevin Sanchez
Jonathan Satovsky
Collin Schrier
Jean Fidone Schroer
Kirsten Schubring - Satovsky Asset Management, LLC
Stephen Shanklin
John Shaughnessy
Michael Sherbert
Jim Shields
Matthew Shiely
Ben Silberman
Ruben Smith
C. William Snyder
Jason Statuta
Harris Swenson
Barbara Talisman
Matthew Todsen - MKT Wealth Management
Marina Sonya Tudela
Manuel Tumaneng
Jim Vermillion
Todd Wagenberg
Sean Walters
Deidre Waltz
Marcus Waterbury
Brian Watson
Michael Weiss
Scott Welch
Lindsay Youngbauer
Hatem Zarrouk
Ross Richardson
Andrey Ting
Chad White
Corporations
KB Private Wealth Management Group Charitable Foundation, a Donor Advised Fund of U.S. Charitable Gift Trust
Baird Foundation
Benevity Community Impact Fund
Thrivent Advisor Network
Help Make a Difference
Scholarships reduce the financial barrier to certification for those underrepresented in the profession and show financial need.
Make a Donation to the Foundation