Compensation 990

Investment Management Consultants Association Inc.

Fiscal year ending 2024. Filed on November 17, 2025.

5619 Dtc Parkway 600
Greenwood Village, Colorado 80111

Investment Management Consultants Association Inc. (EIN: 84-1009166), also known as Investments & Wealth Institute, has filed an IRS Form 990 since at least fiscal year 2016. In its fiscal year 2024 IRS Form 990 filing, Investment Management Consultants Association Inc., a 501(c)(6) business league, reported compensation for 10 out of 54 total employees. Among the employees shown here, the average compensation is $265,752. The highest compensated employee at Investment Management Consultants Association Inc. is Sean Walters with fiscal year 2024 compensation of $708,147.

Revenue, expenses, and employee compensation

Revenue

$18,663,032

Expenses

$19,089,886

Employee compensation

$6,863,878
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

＋3.4%vs 2023
Sean Walters
Chief Executive Officer
$708,147
$562,077 from orgNo related comp$146,070 other
－15.6%vs 2023
Angela Lutterman
Chief Financial Officer and Chief Operating Officer
$323,693
$267,697 from orgNo related comp$55,996 other
－4.2%vs 2023
Ross Riskin
CLO
$291,701
$240,984 from orgNo related comp$50,717 other
＋13.2%vs 2023
John Whitham
Chief Operating Officer
$232,996
$203,174 from orgNo related comp$29,822 other
New in 2024
April Ferrell
Director of Sales and EXEC Director FDTN
$232,852
$203,130 from orgNo related comp$29,722 other
＋1.2%vs 2023
Robert Frankel
Director of Certif. and GEN Counsel
$197,068
$154,319 from orgNo related comp$42,749 other
New in 2024
Sandra Garcia
Chief Financial Officer
$184,220
$162,425 from orgNo related comp$21,795 other
－6.7%vs 2023
Michael Kurz
Director Certification Programs
$163,205
$148,434 from orgNo related comp$14,771 other
New in 2024
Courtney Schubert
Director Marketing and Membership
$162,752
$144,339 from orgNo related comp$18,413 other
New in 2024
Hannah Walden
Director Education Operation
$160,887
$136,721 from orgNo related comp$24,166 other

Non-Employee Board Members

Anuj Gupta
Director
Chris Bidwell
Director
Christine Gaze
Chair
Desiree Maldonado
Director
Dorothy Bossung
Former Chair
Doug Hanson
Director
Hatem Zarrouk
Director
Lauris Lambergs
Vice Chair, Finance
Libet Anderson
VICE Chair, Standards
Moe Allain
Director
Noel Pacarro Brown
VICE Chair, PROF Development
Roger Mussa
Director

Mission Statement

TO DELIVER THE PREMIER INVESTMENT CONSULTING AND WEALTH MANAGEMENT CREDENTIALS AND WORLD CLASS EDUCATIONAL OFFERINGS.

Revisions to this organization profile

November 17, 2025:
2024 Investment Management Consultants Association Inc. 990 filed
November 11, 2024:
2023 Investment Management Consultants Association Inc. 990 filed
November 15, 2023:
2022 Investment Management Consultants Association Inc. 990 filed

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