Investments & Wealth Institute®
is pleased to announce that Lauris S. Lambergs, CIMA®, CHSA®
, has been elected to the organization’s board of directors
for a two-year term beginning Jan. 1, 2021.
Lauris brings more than 25 years of global professional experience in institutional investing, business management and family wealth facilitation to the board of directors. Working and living in foreign countries has given him extensive experience with the complexity and nuanced financial needs of cross-border families, or those that have financial roots in both the U.S. and elsewhere. Focusing upon the importance of the long-term financial well-being of his clients, he recognizes that each client has a unique family logic in considering and making complex decisions around wealth.
“I am honored and energized to be elected to serve the membership of the Investments & Wealth Institute as a member of its board of directors. I have a profound appreciation for all the hard work the Board puts in on behalf of the Institute and I look forward to supporting this mission in the years to come,” said Lauris S. Lambergs, CIMA®, CHSA®.
Lauris earned a degree in French and Political Science from Duke University. In addition to a Certified Investment Management Analyst (CIMA®
) designation he has also earned the designation of Certified Health Savings Advisor (CHSA®
) from Access Point HSA.
Lauris is the Co-founder and Chief Investment Officer at Renaissance Wealth Advisors, LLC.
a Registered Investment Advisor headquartered in Massachusetts. As a member of the Investments & Wealth Institute since 2004, he has actively served on a variety of committees, including as the Institute’s Chair of the Investment Advisor Forum conference committee, helping to shape the Institute’s renowned New York City educational conference. He also serves on the Wealth Advisor Forum conference committee.
“We are honored to have an industry veteran like Lauris join our board,” said Sean R. Walters, CAE®
, chief executive officer. “Lauris brings a wealth of experience and expertise and will be a tremendous asset to furthering our mission of elevating professionalism and providing world class education and credentials to financial advice professionals.”
The 13-member volunteer board of directors
of the Investments & Wealth Institute governs and guides the organization as the fiduciary, policy-setting, and strategic governing body of the organization. Directors-at-large serve up to three two-year terms and may serve longer when elected as an officer.
For additional information, contact Devon Coquillard-Bridge, communications manager, firstname.lastname@example.org
or (303) 850-3202.
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