IMCA Announces 2015 Board of Directors

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Keith Clemens and Todd Wagenberg new directors-at-large

Investment Management Consultants Association® (IMCA®) has elected two new members to its Board of Directors, with two-year terms set to begin January 1, 2015.

IMCA is governed by a 13-member volunteer Board of Directors that includes four officers, eight directors-at-large, and a past-chair. The independent Nominating Committee is appointed by the Board to evaluate and nominate all new and renewing director-at-large positions. All Board members serve as unpaid volunteers for two-year, renewable terms.

Keith R. Clemens, CIMA®, CPWA®, is a Wealth Management Advisor, First Vice President-Wealth Management, at Merrill Lynch, in Alpharetta, Ga., and has been with Merrill Lynch since 1985. He serves as chair of IMCA’s CPWA Examination Committee, is an IMCA Ambassador, and serves on IMCA’s Wealth Management Committee.

Todd J. Wagenberg, CIMA®, is Managing Director–Investments and Senior Institutional Consultant at Wells Fargo Advisors in Birmingham, Mich. He has been in the financial services industry since 1986, providing investment counsel to affluent families, nonprofit organizations, and institutions. He has served on IMCA’s Certification Commission since 2007, an independent board of subject-matter experts charged with setting the standards and requirements for IMCA’s CIMA certification.

Additionally, Brett D. Wright, CIMA®, CPWA®, Senior Vice President, Head of Third Party Distribution, at Delaware Investments, Philadelphia, Penn., was renewed for a second board term, set to commence January 1, 2015. Wright began his service on IMCA’s Board of Directors in 2013.

Pursuant to IMCA bylaws, the IMCA Nominating Committee asks for nominees from the eligible membership in the first half of each year for two-year terms beginning the following year. Each year, as officer or director terms end, new candidates are considered by the Nominating Committee and a proposed slate of directors-at-large is presented to the membership. Board directors may serve up to three two-year terms and may serve beyond six years when serving as an officer

For more information about IMCA’s 2015 Board of Directors, visit

Established in 1985, IMCA is a nonprofit professional association and credentialing organization serving 10,000 individual members and certificants worldwide. IMCA members collectively manage more than $2.477 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 2013, IMCA conferences and workshops hosted more than 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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Chase Squires
Investment Management Consultants Association
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