investment
management
consultants
association
Acknowledgements
IMCA would like to acknowledge the volunteers and
subject matter experts below who devoted hundreds of
hours to this project, and the 379 financial advisors who
participated in the wealth management job analysis:
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Dorothy Bossung, Lowery Asset Consulting
Stephanie Bruno, Cascade Financial Management
Keith Clemens, Merrill Lynch
Mark Harbour, Morgan Stanley
Jim Harvey, Opus III Group
Michael Kitces, Pinnacle Advisory Group
David Koulish, Northern Trust
Kristi Kuechlor, Lattice Strategies LLC
Desiree Maldonado, Banco Popular de Puerto Rico
John Nersesian, Nuveen Investments
Betsy Piper/Bach, NADA Retirement
Administrators, Inc.
Bob Seaburg, Morgan Stanley
Jay Shein, Compass Financial Group, Inc.
Matt Sommer, Janus Capital Group
Sue van der Linden, Morgan Stanley
Deidre Waltz, Northern Trust
The Certified Private Wealth Advisor® (CPWA®)
certification program is an advanced credential created
specifically for wealth managers who work with these
clients, focusing on the life cycle of wealth: accumulation,
preservation, and distribution. Candidates who earn the
certification learn to identify and analyze challenges that
high-net-worth individuals face, and understand how to
develop specific strategies to minimize taxes, monetize
and protect assets, maximize growth, and transfer wealth.
Kryterion (www.kryteriononline.com)
Kryterion is a full-service test development and
delivery company that provides world-class online
testing technology integrating item banking, test
delivery, and real-time reports while leveraging a global
network of testing centers. Kryterion is the market
leader in live Online Proctoring, which utilizes remote
video monitoring to observe test takers where they live,
learn, or work.
Nexus Strategy (www.nexus-strategy.com)
About IMCA (www.IMCA.org)
Established in 1985, IMCA is a nonprofit professional
association and credentialing organization with more than
8,700 individual members. IMCA members collectively
manage more than $1.6 trillion on behalf of 1.3 million
clients, providing investment consulting and wealth
management services to individual and institutional
clients.
Since 1988, IMCA has offered the CIMA®
certification, which earned accreditation by the American
National Standards Institute (ANSI) in April 2011, making
it the first financial services credential in the United States
to meet international standards (ISO 17024) for personnel
certification. In 2011, IMCA conferences and workshops
hosted more than 4,000 attendees.
Nexus Strategy is an innovative consulting firm that
provides strategic marketing advice and guidance to the
wealth management industry.
With more than 15 years of experience working
with leading institutions, Nexus Strategy is uniquely
positioned to bring the latest thinking, industry
knowledge, and creativity to solve your toughest
challenge successfully and be your pipeline to the
financial advisor community.
investment management consultants association
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