Member Spotlights


Read this month’s Member Spotlight, as well as previous spotlights, and learn more about the community of success-minder advisors like you; committed to life-long learning, adherence to ethical standards, and the advancement of the financial advice industry.

Meet Your Peers in the Investment & Wealth Institute

Elaina Spilove CIMA®, AIF®

Institutional Consultant, Senior VP, UBS


What inspired you to join the Investments & Wealth Institute initially?
Initially, I was inspired to join to attain my CIMA. However, I knew I wanted to challenge myself beyond technical proficiency - to integrate behavioral, ethical and strategic thinking into my work. Additionally, I quickly found the Institute provided an opportunity to be part of like-minded professionals committed to lifelong learning and sharing ideas. The collaboration, conferences, and peer network have been invaluable in broadening my perspective and refining my practice.

Can you share one of your favorite memories from an Institute event or program?
Completing my CIMA was a defining moment. It wasn't just about earning the credential - it was about the process of pushing myself to master complex material and apply it in ways that genuinely benefit clients. Crossing that finish line gave me both confidence and a deeper sense of purpose in my work.

What is something not many people know about you?
I'm an amateur competitive Argentine tango dancer with a bit of ballroom thrown in.

How has the Institute shaped your career over the years?
IWI has profoundly influenced my career by advancing my knowledge, sharpening my professional standards, and connecting me to a network of exceptional peers. IWI's programs have helped me to deliver more meaningful, ethical and impactful investment management advice.

What do you like to do for fun?
-Traveling throughout Italy
- Meet up with my posse of "ride or die" girlfriends for lunch, cocktails or dinner
- Most importantly and most fun spending time with my fabulous & sometimes wacky family.

What are your hopes for IWI and its future?
I hope that IWI continues to inspire excellence, integrity, inclusivity, and innovation across the profession - helping advisors grow, adapt & make meaningful differences for the clients they serve.

What is the best vacation you've taken?
Early summer I vacation in Italy. First usually in the Umbrian & Tuscan countryside. Roads lined with cypress trees, late dinners, the fragrance of jasmine, lemon, lavender and olives. Lazy days with family, friends enjoying great food and conversation. Late summer early September I retreat to Sicily when I spend mornings drinking cappuccino, with a side of grantia and brioche, taking a stroll before the sun gets too hot then retreating to the beach overlooking the Ionian sea until the magic golden hour. Then it's off to the highest point in Taormina to meet friends, share aperitivo while the sun sets and Mt Etna billows smoke and fire.

Past Spotlights

Douglas Watts

Christopher Reynolds

Miguel Sosa

Betsy Piper Bach

Elaine Gampel

W. Joseph Sammons

Christopher Davis

Randell Pickett

Linda Sherman

Michael Dieschbourg

Norman Nabhan

Daniel Roland

Randy Garcia

David Thomas

Kaon Nelson

Alex Ugge

Kathleen Adams

Duane Silbernagel

Nicholas Clay

Jennifer Mulrooney

Chad Holmes

Daniel Beckerman

Calvin Richardson

Craig Vassell

Kimanshu Shah

Valerie Bowman

Daniel Gao

Samuel Ogbonna

Brian Murello

Thomas Richter

Radene Gordon-Beck

Eric Kala

Moe Allain

Chad Hauser

Did You Know?

Your Membership Just Got an Upgrade

IWI is proud to announce brand new benefits for our members. These new membership tiers are designed to offer advisors multiple pathways and powerful tools as they journey towards that success.

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