Organizations Filed Purposes:
TO DELIVER THE PREMIER INVESTMENT CONSULTING AND WEALTH MANAGEMENT CREDENTIALS AND WORLD CLASS EDUCATIONAL OFFERINGS.
TO PROVIDE INVESTMENT CONSULTING AND WEALTH MANAGEMENT EDUCATION & CREDENTIALING.
MEETINGS AND CONFERENCES - ADMINISTRATION OF MEETINGS AND CONFERENCES THAT PROVIDE CONTINUING EDUCATION RELATED TO THE INVESTMENT MANAGEMENT PROFESSION FOR THE ORGANIZATION'S MEMBERS AND THE GENERAL PUBLIC.
MEMBERSHIP - ADMINISTRATION OF THE ORGANIZATION'S MEMBER BENEFIT PROGRAMS WHICH INCLUDE COMMUNICATIONS AND PUBLICATIONS THAT SUPPORT THE INVESTMENT MANAGEMENT PROFESSION.
CERTIFICATION - ADMINISTRATION OF THE ORGANIZATION'S INITIAL CERTIFICATION AND RE-CERTIFICATION PROGRAMS FOR THE CERTIFIED INVESTMENT MANAGEMENT ANALYST, THE CERTIFIED PRIVATE WEALTH ADVISOR AND THE RETIREMENT MANAGEMENT ADVISOR DESIGNATION.
Executives Listed on Filing
Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing
| Name | Title | Hours Per Week | Total Salary |
|---|
| Sean Walters | CEO/EXECUTIVE DIRECTOR | 40 | $545,011 |
| Angela Lutterman | CFO/COO | 40 | $232,910 |
| Tim Whiting | CMO | 40 | $212,757 |
| Devin Ekberg | CLO | 40 | $203,991 |
| Cindy Chaifetz | DIRECTOR OF MARKETING | 40 | $131,847 |
| Rob Frankel | GENERAL COUNSEL | 40 | $121,526 |
| Lara Davies | DIRECTOR OF CORPORATE RELA | 40 | $119,171 |
| Jamie Lewis | DIRECTOR OF CREATIVE SERVI | 40 | $115,976 |
| Suzanne Byrnes | DIRECTOR OF CORPORATE RELA | 40 | $114,856 |
| Noel Pacarro Brown | DIRECTOR | 1 | $0 |
| Elizabeth Anderson | DIRECTOR | 1 | $0 |
| Scott Welch | DIRECTOR | 1 | $0 |
| Scott Thayer | DIRECTOR | 1 | $0 |
| Kelly Walsh | DIRECTOR | 1 | $0 |
| Keith Clemens | DIRECTOR | 1 | $0 |
| Brian Ullsperger | DIRECTOR | 1 | $0 |
| Christine Gaze | DIRECTOR | 1 | $0 |
| Chris Bidwell | DIRECTOR | 1 | $0 |
| Todd Wagenberg | TREASURER | 1 | $0 |
| Dorothy Bossung | SECRETARY | 1 | $0 |
| David Koulish | VICE-CHAIR | 1 | $0 |
| Kevin Sanchez | CHAIR | 1 | $0 |
Data for this page was sourced from XML published by IRS (
public 990 form dataset) from:
https://s3.amazonaws.com/irs-form-990/202003189349307945_public.xml