Investment Management Consultants Assn Inc
GREENWOOD VLG, CO
Total revenue
$18.7M
Total expenses
$19.1M
Net assets
$16.1M
Grants received
—
EIN
841009166
Tax year
2024
Mission
To provide investment consulting and wealth management education & credentialing.
Programs
2 programs
Professional development - 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.
Financials
FY 2024
Revenue
Expenses
People
23 listed
SEAN WALTERS
CEO
$562K
40 hrs/wk
ANGELA LUTTERMAN
CFO/COO
$268K
40 hrs/wk
DESIREE MALDONADO
DIRECTOR
—
1 hrs/wk
ROGER MUSSA
DIRECTOR
—
1 hrs/wk
WILLIAM WALDERT
DIRECTOR
—
1 hrs/wk
HATEM ZARROUK
DIRECTOR
—
1 hrs/wk
CHRISTINE GAZE
CHAIR
—
1 hrs/wk
LIBET ANDERSON
VICE CHAIR, STANDARDS
—
1 hrs/wk
LAURIS LAMBERGS
VICE CHAIR, FINANCE
—
1 hrs/wk
NOEL PACARRO BROWN
VICE CHAIR, PROF. DEVELOPMENT
—
1 hrs/wk
DOROTHY BOSSUNG
PAST-CHAIR
—
1 hrs/wk
MOE ALLAIN
DIRECTOR
—
1 hrs/wk
CHRIS BIDWELL
DIRECTOR
—
1 hrs/wk
ANUJ GUPTA
DIRECTOR
—
1 hrs/wk
DOUG HANSON
DIRECTOR
—
1 hrs/wk
ROSS RISKIN
CLO
$241K
40 hrs/wk
JOHN WHITHAM
COO
$203K
40 hrs/wk
APRIL FERRELL
DIR. OF SALES & EXEC. DIR. FDTN
$203K
40 hrs/wk
SANDRA GARCIA
CFO
$162K
40 hrs/wk
ROBERT FRANKEL
DIR. OF CERTIF. & GEN. COUNSEL
$154K
40 hrs/wk
MICHAEL KURZ
DIRECTOR CERTIFICATION PROGRAMS
$148K
40 hrs/wk
COURTNEY SCHUBERT
DIR. MARKETING & MEMBERSHIP
$144K
40 hrs/wk
HANNAH WALDEN
DIRECTOR EDUCATION OPERATION
$137K
40 hrs/wk
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