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About the Investments & Wealth Society of New York

About Us

The Investments & Wealth Society of New York was established seven years ago as a continuing education platform and networking channel for local investment and wealth professionals.

The Society's board of directors, officers, and members include:

Board of Directors
- Monroe “Roey” Diefendorf, Jr.
- John Daly, CIMA®
- Anthony Reale
- Geoffrey Close
- Halvard Kvaale, CIMA®
- Joseph Labella, CIMA®
- Nick Markola, CIMA®
- Eleanor Peterkin, CIMA®
- Scott Toohig
- Ellen Walsh, CIMA®
- Frederick Weiss, CIMA®

Officers
- Monroe “Roey” Diefendorf, Jr., CIMA®, President
- John Daly, CIMA®, Vice President
- Anthony Reale, CIMA®, Secretary
- Geoffrey Close, CIMA®, Treasurer