Investments & Wealth Institute
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The Investments & Wealth Institute is a non-profit association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics. The Institute is the premier source for wealth, investment, and retirement advising n... Read more
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Sean Walters, CAE
Chief Executive Officer
Sean Walters, CAE
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Debbie Nochlin
Editorial Director
Jamie Lewis
Director Of Technology
Angie Lutterman
Cfo/coo
Elissa Motley
Human Resources Director
Hannah Walden
Director Of Education Operations
Stephanie Confer
Certification Program Manager, Investments & Wealth Institute
Mary Corbin
Director Of Certification Standards
Kristen Newcomer
Online Education Specialist
Jessica McGhee
Events Manager
Lara Davies
Director, Key Accounts And Sales Operations
Raquel Wise
Marketing Specialist
Robert Frankel
General Counsel And Managing Director Of Certifications
Sandra Garcia
Chief Financial Officer
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