IMCA Hires National Sales Director

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Industry veteran Tim Whiting joins association after six years at SourceMedia.

Tim brings more than 20 years of national sales experience and a decade of financial services industry business development experience to IMCA, and he will help sustain our growth at key firms that embrace education.

Investment Management Consultants Association® (IMCA®) today announced it has hired Tim Whiting as national sales director. In this role, Whiting is charged with promoting IMCA and increasing usage of its offerings among major accounts. Whiting will create ongoing relationships with key decision makers at national brokerage firms, major regional brokerage firms, custodians, and other accounts to promote IMCA, its CIMA® and CPWA® certifications, and educational offerings, including conferences.

“Tim brings more than 20 years of national sales experience and a decade of financial services industry business development experience to IMCA, and he will help sustain our growth at key firms that embrace education,” said Ian MacKenzie, IMCA’s deputy executive director of operations. “As we explore new ways to promote the value in our offerings through branding outreach, new sponsorship opportunities, and deeper sales relationships, Tim’s efforts will play a pivotal role. I welcome Tim to the team and look forward to his contributions.”

Whiting served as group publisher at SourceMedia from 2006 until 2013, where he managed sales and marketing for the Investment Advisor Group, including the Financial Planning and On Wall Street brands. Previously, he worked as a relationship manager and team leader for the Financial Planning Association®, where he generated more than $4 million of non-dues revenue. Most recently, Whiting worked as vice president of business development for Toronto-based Advisor Impact, where he launched a new sales strategy and established research sponsorships with corporate clients and prospects. He earned a bachelor’s degree in economics from the University of Richmond. Whiting will work from his home in New Jersey and report to MacKenzie.

"I am extremely excited to join the very talented team at IMCA, many of whom I have had the privilege of working with previously," Whiting said. "IMCA has done a phenomenal job growing its membership, which now exceeds 9,000. IMCA conferences are the best in the industry and I look forward to enhancing our sales support to address the needs of our members and sponsors."

IMCA hosts several Best of IMCA seminars and five conferences for thousands of investment and wealth management professionals each year. The IMCA 2014 Annual Conference is scheduled for May 4‒7 at the Hynes Convention Center in Boston. Visit for more information about the benefits of IMCA membership, conferences, and educational and sponsorship opportunities.

Established in 1985, IMCA is a nonprofit professional association and credentialing organization with more than 9,000 individual members. IMCA members collectively manage more than $1.9 trillion, providing investment consulting and wealth management services to individual and institutional clients. Since 1988, IMCA has offered the Certified Investment Management Analyst® (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. IMCA’s Certified Private Wealth Advisor® (CPWA®) certification is suited for wealth management professionals working with high-net-worth clients. In 2012, IMCA conferences and workshops hosted approximately 4,000 attendees.

IMCA® and Investment Management Consultants Association® are registered trademarks of Investment Management Consultants Association Inc. CIMA®, Certified Investment Management Analyst®, CIMC®, CPWA®, and Certified Private Wealth Advisor® are registered certification marks of Investment Management Consultants Association Inc. Investment Management Consultants Association Inc. does not discriminate in educational opportunities or practices on the basis of race, color, religion, gender, national origin, age, disability, or any other characteristic protected by law.


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