Member Spotlights: Celebrating 40 Years of Exceptional Advisors
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.
This Month's 40th Anniversary Spotlight
Elaine Gampel, CIMA®
Senior Vice President–Wealth Management, UBS
Member since 1988
What inspired you to join the Investments & Wealth Institute initially?:
I wanted to network with other FAs who were leading the way in the SMA space.
What is something not many people know about you?:
I was a Special Education teacher for 5 years before beginning my career as a financial advisor. I also went to Woodstock in the summer of 1969!
How has the Institute shaped your career over the years?
I have taken advantage of all that the institute has to offer: attending multiple IWI events, earning continuing education credits, volunteering on various committees, and, most importantly, increasing my knowledge and expertise in my craft.
Can you share one of your favorite memories from an Institute event or program?
At an IMCA conference some years ago, I ran into someone from my original 1978 Paine Webber training class - it was so great to catch up!
As the Institute celebrates 40 years, what are your hopes for its future?
I would hope that the institute continues to offer a breadth of services that continue to expand as our industry changes and expands. As an example, when I got my CIMA, there was no other designation available and it was mainly geared toward investment knowledge and expertise. Fast forward to today, with a myriad of designations available that help us to serve clients more holistically.
Past Spotlights
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.
Learn More