Investments & Wealth Institute Announces 2022 President and New Board Members


DENVER, December 15, 2021 (GLOBE NEWSWIRE) – The Institute of Investments and Heritage (IWI), the leading trade association, training provider and standards body for financial advisors, today announced the President-elect and the new members of the 13-member Board of Directors.

Dorothy Bossung, CIMA®, CPWA®, RMA®, CFP®, Board member since 2014 and currently Vice-President, was elected for a two-year term as President effective January 1, 2022. Bossung is Principal at BDO Wealth Advisors, LLC, a national AIR firm and part of BDO USA, LLP, the fifth largest accounting firm in the world. A 40-year veteran of the industry, Bossung has extensive experience as a personal advisor to wealthy families and as a consultant to nonprofits, endowments and foundations, with an emphasis on preservation and asset growth.


The newly elected Council members, who will serve for two years, are:

  • Douglas D. Hanson, CIMA®, Senior Relationship Manager at Charles Schwab in San Francisco, who has worked in the financial services industry for over 35 years.

  • Deidre Waltz, CIMA®, CPWA®, Vice President, Relationship Manager, Heritage Trust Company in Oklahoma City who has worked in the financial trust services industry for over 35 years.

  • Hatem Zarrouk, CIMA®, Vice President of National Sales, Relationship Management and Service Delivery, National Bank Independent Network in Toronto, Canada. Fluent in English, French and Arabic, he has over 20 years of experience in the financial services industry.


In addition to Bossung, the following officers were elected for a two-year term beginning January 1, 2022:

  • Elizabeth “Libet” Anderson, CIMA®, Vice President of Finance – Based in Birmingham, AL, Anderson is President of Concourse Financial Group Securities (formerly ProEquities)

  • Christine Gaze, CIMA®, Vice President of Professional Development – Based in Darien, CT, Gaze is Founder and President of Purpose Consulting Group

  • Scott Welch, CIMA®, Vice-Chair of Standards – Based in New York, NY, Welch is Chief Investment Officer – Model Portfolios at WisdomTree Asset Management

The permanent mandates of general administrators within the board of directors for 2022 are:

  • Chris Bidwell, CIMA®, RMA®, CIMC® – Based in Centerville, OH, Bidwell is Vice President, Wealth Management and Senior Investment Management Consultant at Morgan Stanley

  • Brian Konish, CPWA®, CFP®, CeXP – Based in Boston, MA, Konish is Managing Director – Investments at K | B Private Wealth Management Group of Wells Fargo Advisors

  • Lauris S. Lambergs, CIMA®, CHSA® – Based in Newton, MA, Lambergs is Co-Founder and Chief Investment Officer at Renaissance Wealth Advisors, LLC

  • Desiree Maldonado, CIMA®, CPWA®, CFP® – Based in San Juan, PR, Maldonado is a financial consultant at Popular Securities, LLC

  • Noel Pacarro Brown, CIMA®, CPWA® – Based in Portland, OR, Brown is the Director of Impact Investments and Family Wealth Advisor, Senior Vice President of the Conscious Wealth Management Group at Morgan Stanley

  • Todd Wagenberg, CIMA®, Past President – based in Birmingham, MI, Wagenberg is Managing Partner, Integrated Fiduciary Advisory Services, LLC


IWI appreciates the commitment of the members of the board of directors who end their mandate on December 31, 2021:

  • Kevin Sánchez, CIMA®, CPWA®, CFP®, senior institutional consultant, UBS Institutional Consulting, Walnut Creek, CA

  • Brian Ullsperger, CIMA®, AIF®, Managing Director, Investment Advisory Services at Andersen Tax, Montara, CA

  • Kelly S. Walsh, CIMA®, RCC®, Director, Global Wealth Consulting & Capital Markets, at CGI, Inc., Coquitlem, BC, Canada


The past decade has seen incredible changes in the financial advising profession, including the growth of the registered investment adviser and hybrid models. The Securities and Exchange Commission (SEC) lists more than 13,800 RIA companies serving more than 40 million clients. As the premier association representing financial advisers, IWI’s membership reflects the growing diversity of the profession’s business models.

“We are proud to be the leading trade association, training provider and standards body for financial advisors,” said Sean R. Walters, CAE®, CEO of IWI. “We have always been independent of business models and have adapted well to changes within the industry and profession, thanks to the strong leadership of a dynamic, engaged and talented Board of Directors.”

The calendar of virtual and live events, including the two-and-a-half-day Investment and Wealth Forum, at Fort. Lauderdale, FL, which runs from January 30 to February 1, 2022, will focus on retirement and wealth management strategies – is available here:

Journalists are welcome to attend all IWI open registration events. If you are interested, please request a press pass from one of the media contacts listed above.


Founded in 1985, the Investments & Wealth Institute is the leading trade association, training provider and standards body for financial advisers. Through award-winning events, publications, courses, and acclaimed certifications — Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor® (RMA®) —the Institute offers Ivy League -quality and highly practical education to over 30,000 practitioners per year in over 40 countries. Members of the Institute include the industry’s most successful investment consultants, advanced financial planners and private wealth managers who embrace excellence and ethics by applying a wide range of knowledge and skills in their daily work. with customers. Learn more about

Marie swift
Impact communications
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CONTACT: Cindy Chaifetz Investments & Wealth Institute 303-850-3079 [email protected]


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