Garry Bridgeman

Garry W. Bridgeman, CIMA®
Retired - Investment Management Executive
Institutional Consulting & Private Wealth Advisor

Garry W. Bridgeman is an investment management executive with over
40 years of experience in institutional consulting and private wealth management.
Known as one that excels in difficult environments, he has built a stellar reputation
as an investment advisor committed to uncompromising integrity.
Garry recently retired as Executive Director with Morgan Stanley’s Graystone
Consulting business. While at Graystone Consulting-Atlanta, he co-led its team of
investment consultants and provided advice to the firm’s institutional clients,
including CFO’s, Treasurers and Investment Committees of Fortune 1000
companies; governmental entities; foundations/endowments; associations;
healthcare organizations; and family offices. Garry received his Bachelor of Science degree from Indiana University and earned the accredited Certified Investment Management Analyst (CIMA®) designation from the Investment & Wealth Institute.

Kevin Sanchez


Kevin Sánchez, CIMA®, CPWA®, CFP®, MBA
UBS Institutional Consulting

Kevin Sánchez has served as chair of the Annual Conference Committee and board liaison to the Membership Committee for the Investments & Wealth Institute. He joined the Board of Directors in 2012. He is a senior institutional consultant with UBS Consulting in Walnut Creek, CA. He works with boards of nonprofit organizations, foundations, and endowments on prudent investment policies, portfolio designs and implementation, and fiduciary liability review. His experience includes comprehensive wealth management for affluent families, and he lectures frequently on this topic.



Elizabeth "Libet" Anderson, CIMA®
ProEquities, Inc.

Libet Anderson is the president of ProEquities, Inc. Before joining ProEquities as managing director of advisory and planning, Libet Anderson was director of guided solutions at Edward Jones where she led development on their first advisor directed fee-based solution. She has held a variety of leadership positions at Sterne Agee Asset Management, Edward Jones, and Pioneer Investments, Inc. She earned her CIMA certification in 2008 and currently chairs the Annual Conference Committee.



Dorothy Bossung, CIMA®, CPWA®, RMA® , CFP®
Lowery Asset Consulting

Dorothy Bossung joined the board of directors in 2014. She serves on the Institute's Retirement Advisory. Ms. Bossung is executive vice president at Lowery Asset Consulting, a Chicago-based registered investment advisory firm. She provides consulting services to Lowery's institutional and family office clients and is active in manager research, tactical and strategic allocation decisions, and is a member of the firm's investment committee. Prior to joining Lowery, she served as managing director of a boutique financial service firm following 10 years of leadership roles within the investment practices of three multinational accounting firms, and 18 years with multi-national brokerage firms. 

noel pacarro brown


Noel Pacarro Brown, CIMA®, CPWA®
The Conscious Wealth Management Group at Morgan Stanley

Noel Pacarro Brown is a financial advisor with the Conscious Wealth Management Group at Morgan Stanley. She also is recognized by her firm as an Investing with Impact Director, Family Wealth Advisor, and a Senior Investment Management Consultant. She has been certified by the Investments & Wealth Institute as a Certified Investment Management Analyst (CIMA) and a Certified Private Wealth Advisor (CPWA).



Christine Gaze, CIMA®
Purpose Consulting Group

Christine Gaze earned the CIMA certification in 2005. Ms. Gaze is founder and president of Purpose Consulting Group works with asset managers and wealth-management firms to develop thought leadership and training programs that deliver results. She has held a variety of leadership positions at Merrill Lynch, Morgan Stanley, AllianceBernstein, and TD Ameritrade during her career. She earned a bachelor's degree in business administration and psychology from the State University of New York College at Brockport.

Desiree Maldonado


Desiree Maldonado, CIMA®, CPWA®, CFP®
Popular Securities, LLC.

Desiree Maldonado, is a financial advisor at Popular Securities, LLC. Maldonado has served clients with Popular, Inc. since 2004. With over 20 years of experience, Maldonado has dedicated her career to assisting high net worth individuals and families manage and preserve their assets. Maldonado and her team offer comprehensive investment and financial planning services, and she specializes in helping clients plan for financial independence, manage risk, and plan their legacies. She has the unique distinction of being the first CPWA certificant in Puerto Rico and one of only a handful in Puerto Rico to have earned the CIMA, CPWA and CFP designations. Maldonado has been an active member of the Institute since 2004 and has served as chair of the CPWA Certification Commission.

Todd Wagenberg

Todd Wagenberg, CIMA®
Integrated Fiduciary Advisory Services

Todd Wagenberg joined the Investments & Wealth Institute's board of directors in 2015 and is chair of the  Finance, Audit, and Investments Technical Committee. He is currently managing partner at Integrated Fiduciary Advisory Services. He served previously as managing director–Investments and senior institutional consultant at Wells Fargo Advisors, where he provided investment counsel to affluent families, nonprofit organizations, and institutions. Prior to joining Wells Fargo Advisors, he traded currencies for Chemical Bank and National Australia Bank in New York. Mr. Wagenberg earned a bachelor’s degree from University of Michigan and an MBA from Wayne State University.



Kelly Walsh, CIMA®, RCC®
Coast Capital Wealth Management (British Columbia)

Kelly Walsh has been an active member since 2006. She is National Director Wealth Management Advisory Services at Coast Capital Wealth Management. During her 25 years in the financial services industry, she has held a variety of leadership positions with Raymond James and BMO Wealth. She earned a bachelor's degree and business administration certificate from the University of Victoria in British Columbia and the Registered Corporate Coach designation from Advantage Coaching and Training and the Worldwide Association of Business Coaches.

Scott Welch

Scott Welch, CIMA®
WisdomTree Asset Management

Scott Welch has been an Investments & Wealth Institute member and CIMA professional since 2004. A frequent conference speaker and active member of the Investments & Wealth Monitor Editorial Advisory Board, he joined the Investments & Wealth Institute's board of directors in 2017. Mr. Welch is the chief investment officer–Model Portfolios of WisdomTree Asset Management, a provider of outsourced investment research, portfolio management, technology, and practice management solutions to RIAs and advisory teams making the move to independence. He was the founder of UnconstrainedThought, a macro-economic, investment, and wealth management consultancy. He was also a co-founder and former chief investment officer of Fortigent, LLC, a provider of outsourced investment research and technology solutions to RIAs and banks that served high-net-worth investors. Prior to joining Fortigent and its predecessor firm in 1998, he spent more than 12 years on Wall Street, where he focused on capital markets, corporate finance, and derivatives.

Gary Chateram

Gary Chateram
Mackenzie Investments

Gary Chateram joined Mackenzie Investments in March 2020 and currently serves as Senior Vice President, Co-Head of Retail distribution. With over 13 years of experience in the financial services industry, Gary began his career in 2004 with AIC Ltd. In 2007, he moved to a role at Fidelity Investments covering downtown Toronto IIROC advisors. He was later promoted to an Institutional Sales role at Fidelity in 2010, where he covered defined benefit and defined contribution pension plans.
Gary’s extensive experience in financial services is strengthened by his commitment to learning. He has achieved two undergraduate degrees, one in Molecular Biology and another in Finance from Concordia University, and a M.Sc. in Administration from the John Molson School of Business. He has both CIMA and CIM designations and currently sits on the Canadian advisory board of the Investment & Wealth Institute. Gary recently completed the Diversity & Inclusion Certificate from Cornell University.

Karen Heath-Wade

Karen Heath-Wade
American Century Investments

Karen Heath-Wade is Senior Vice President and Global Head of Client Strategy and Service for American Century Investments, an independent, privately controlled, pure-play asset management firm founded in 1958. Karen’s expertise includes strategic planning, business development, relationship management, process and talent management. Across American Century’s global distribution organization, she leads exceptionally engaged teams to deliver to clients the highest-quality experience. She is a member of the firm’s Expanded Management Committee, a senior leadership team responsible for offering perspective on the establishment and execution of strategic priorities. She also is a member of American Century’s Diversity, Equity & Inclusion committee. Before joining American Century Investments in 2018, Karen was Director, Head of U.S. Sales for Allianz. Previously, she was Vice President of Mutual Fund Sales, Head of Distribution for Nationwide Financial Services.
Karen works to inspire innovation, build engaged teams, and develop tomorrow’s leaders. She serves on Investments & Wealth Institute’s government relations committee and is a member of the Membership Experience Committee for Money Management Institute. Karen is a board member of Bottomless Closet, an NYC-based organization that provides women with tools and resources to enter the workforce and achieve success. Karen earned a bachelor’s degree in Political Science from Mount Holyoke College and a master’s in business administration from Loyola University of Chicago. She holds a CIMA designation and is a Certified Business Coach through Worldwide Association of Business Coaches.

Craig Pfeiffer

Craig Pfeiffer
Money Management Institute

Mr. Pfeiffer joined MMI as President and CEO in 2015. Additionally, he is a board director for Westfield’s Ohio Farmers Insurance Company, Co-Founder and Chair of the Advisory Board of RiskBridge Advisors llc and serves as an operating partner at Corsair Capital. Previously, he served as the Executive Chairman for Inlet, a joint venture between Broadridge and Pitney Bowes that was successfully sold to a strategic buyer. Craig is a proven senior financial services executive with 40 years of industry experience. He spent 29 years with Morgan Stanley Smith Barney (MSSB) and its predecessor firms. He transitioned from MSSB in 2012, where he was Vice Chairman and on the Executive Committee. From 2003 to 2011, he held a progression of senior positions including the national sales group with responsibility for marketing strategy and client communications, desktop technology, and brokerage-based banking. Additionally, he has been responsible for other businesses including retirement services and corporate equity solutions. From 1982 to 2003, Craig advanced through field management roles, starting as a financial advisor and transitioning through all levels of field management. He is an alumnus of Indiana University Kelley School of Business and currently serves on the Dean’s Council.

Marina Shtyrkov

Marina Shtyrkov
Cerulli Associates

Marina specializes in retail financial advisor trends across all affiliation models. She generates data-based insights on the competitive dynamics underlying marketshare shifts, and the challenges, risks, and opportunities facing financial advisors. As a member of the Wealth Management practice, she leads research for two annual reports: U.S. Advisor Metrics and U.S. RIA Marketplace. She also contributes to the Cerulli Edge series and generates quantitative analysis to support strategic consulting engagements. Prior to joining Cerulli Associates, Marina was at Baystate Financial.  In her role, she managed the pre-sales process for a financial planning practice, facilitated case design, and helped implement individualized client strategies. Marina graduated magna cum laude from Tufts University with a B.A. in English and dual minors in Mass Communications/Media Studies and Entrepreneurial Leadership.

Suzanne Siracuse


Suzanne Siracuse

Suzanne Siracuse Consulting, LLC

Suzanne Siracuse, Founder and CEO of Suzanne Siracuse Consulting, LLC, specializes in advising financial services firms on innovative business strategies, distinctive marketing programs and impactful advocacy initiatives around diversity, financial literacy and next gen talent. Ms Siracuse is also the Creator and Host of The Big Reveal Podcast Series where she interviews industry thought leaders and influencers on all things wealth management, but with a twist! In addition, Ms. Siracuse is on the Board for the Invest in Others Charitable Foundation, is a member of the Council of Ambassadors for the IWI’s Thrive Center for Diversity and Inclusion and is a board member of Savvy Ladies. In Nov 2020, Ms. Siracuse was recognized by InvestmentNews with the Women to Watch “Trailblazer” award for her commitment to DEI initiatives within the financial services industry.  She holds a BS in Business from Rider University.  She, and her husband, Lee reside in New York City.