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“We rise by lifting others” —Robert Ingersoll

We are supporting diversity throughout the industry and beyond

When it comes to attracting members in the financial community who are reflective of the world we live in, there is always more work to be done. And, while change takes time, the Institute is committed to bringing key industry powerhouses together to ignite meaningful change.


Meaningful changeTHRIVE Center for Diversity & Inclusion

Meaningful change within an industry or a profession cannot be achieved by acting alone. There are many organizations and companies within financial services that have developed exceptional diversity and inclusion initiatives, and the Thrive Coalition aims to connect with these initiatives through alliances and a shared resource center so that the industry and its ambassadors are aligned in its collective effort to foster a more diverse and sustainable workforce within the financial advisor profession.

We are proud to partner with the following organizations:


We have an underlying belief in inclusion and diversity. That is why we thoughtfully brought together members of the financial community to help foster change.

Co-chairs, THRIVE Council of Ambassadors 

(Hover over image for more information. Click image for biography.)

Kevin Sanchez Kevin Sánchez
CIMA®, CPWA®, CFP® Past-Chair
Investments & Wealth Institute Board of Directors

THRIVE Council of Ambassadors

Noel Pacarro Brown Noel Pacarro-Brown, CIMA®, CPWA®
IWI Board of Directors
First Vice President, 
Conscious Wealth Management Group, 
Morgan Stanley
Desiree Maldonado Desiree  Maldonado, 

IWI Board of Directors
Financial Consultant, 
Popular Securities
Dorothy Bossung Dorothy Bossung, CIMA®,CPWA®,RMA®,CFP®
IWI Vice Chair & Chair-Elect
Lowery Asset Consulting
Libet Anderson Libet AndersenCIMA®
IWI Board of Directors 
ProEquities, Inc.
Christine Gaze Christine Gaze, CIMA®
IWI Board of Directors
Purpose Consulting Group
Kelly Walsh Kelly WalshCIMA®, RCC®
IWI Board of Directors
Director, Global Wealth Consulting and Capital Markets at CGI
Todd Wagenberg Todd Wagenberg, CIMA®
IWI Chair & IWI Board of Directors,
Managing Partner , 
Integrated Fiduciary Advisory Services
Scott Welch Scott Welch, CIMA®
IWI Board Officer & IWI Board of Directors Chief Investment Officer , Model Portfolios, Wisdom Tree Asset Management, Inc.
Gary ChateramGary Chateram, CIMA®
IWI Canadian Advisory Board
SVP, CO-Head Retail, 

MacKenzie Investments
Anuj Gupta Anuj GuptaCIMA®, CPWA®
IWI Annual Conference Committee
VP, Business Solutions , 
Karen Heath-Wade Karen Heath-WadeCIMA® 
IWI Government Relations Committee
SVP, Global Head of Client Strategy
and Service , 
American Century Investments
Katie SolveskyKatie Solvesky, CPWA®, CFP®
IWI Chair, Membership Committee, Wealth Management Advisor
Jones Wealth Management
Hatem Zarrouk Hatem Zarrouk, CIMA®
IWI Chair, Canadian Advisory Board
VP, National Sales, Relationship Management & Service Delivery ,

National Bank Independent Network
Suzanne Siracuse Suzanne Siracuse
Founder and CEO,
Suzanne Siracuse Consulting, LLC
Mark Lewis Mark B. Lewis
Executive Director, Executive Education,
University of Chicago Booth School of Business
Ed Louis Ed Louis
Senior Analyst,
Cerulli Associates
D.A. Abrams D.A. Abrams, CAE
Managing Director,
CFP Board of Standards
Asif Nasim Asif Nasim
Nasim Management
Craig Pfeiffer Craig Pfeiffer
President & CEO,
Money Management Institute
Marina Shtyrkov Marina Shtyrkov
Senior Analyst, Wealth Management
Cerulli Associates
Ira Cox Ira Cox, MBA, CIMA®, CPWA®
Senior Vice President,
Distribution Americas,

Amundi US

Council Roles & Responsibilities


  • Advise Institute staff and board on matters related to diversity & inclusion
  • Guide the creation and development of meaningful programming
  • Monitor the objectives of the Center and the Scholarship Fund, and advise staff on the Scholarship program
  • Assist in the advancement of THRIVE Coalition efforts by soliciting participation by other organizations or corporate participants.