Diefendorf Leads IMCA NYC Into 2012

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Monroe “Roey” Diefendorf, Jr., CIMA has been elected as president of the NYC Chapter of the Investment Management Consultants Association for 2012.

The New York City chapter of the Investment Management Consultants Association serves over 1,700 Certified Investment Management Analysts (CIMA) designees in the tri-state area. After several years of service on the Board of Directors of the chapter, Roey has emerged as its leader for the upcoming year. “We are proud to have this kind of individual represent such a fine organization.”

The CIMA designation represents the highest level of professional education available to the investment consultant. Since 1988, Investment Management Consultants Association has been offering the Certified Investment Management Analyst certification to experienced financial consultants who have successfully completed the rigorous education program and met the other certification requirements. The CIMA professional provides objective investment advice and guidance to both individuals and institutions. This professional integrates a complex body of investment knowledge and applies it systematically and ethically to assist clients in making prudent investment choices.

IMCA’s certification programs only are offered through two of the top business schools in the country: The Wharton School, University of Pennsylvania and The University of Chicago Booth School of Business.

The association is proud to serve more than 8,400 members including more than 6,200 CIMA professionals and 450 CPWA professionals. Each member must subscribe to and each designee must adhere to IMCA’s Code of Professional Responsibility. In addition, IMCA’s Standards of Practice and Performance Reporting Standards provide practical guidance to investment management consultants in the course of conducting their practices and providing services to clients.

Diefendorf, a 42 year veteran in the financial service industry, is the founder and president of Consolidated Portfolio Review Corp, a Registered Investment Advisor, Sterling Monroe Securities, a Broker/Dealer and Argonne Trust Company, a South Dakota non-depository bank/trust company.

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Demetri Doumas
Diefendorf Capital Planning Associates
(877) 339-3258
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