IMCA Announces Hiring of New Deputy Executive Director

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Ian MacKenzie began overseeing operations for the association on March 22

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“I see a tremendous amount of opportunity for IMCA to deliver its premier investment consulting and wealth management credentials and world-class educational offerings to more advisors within the industry

Investment Management Consultants Association (IMCA®) has hired Ian MacKenzie as the organization’s new deputy executive director of operations. In this role, he will oversee IMCA’s marketing and communications initiatives, conferences, educational offerings, and publications, including Investments & Wealth Monitor and the Journal of Investment Consulting.

“Ian’s 25 years of broad experience in the financial services industry, coupled with his knowledge of association management, will help IMCA expand our educational offerings into new markets,” said Sean R. Walters, CAE, executive director and CEO of IMCA. “His extensive background in publishing, institutional relations, market development, and knowledge and content programs will be instrumental for IMCA’s continued growth.”

Mr. MacKenzie will work closely with Mr. Walters and Gary Diffendaffer, CFP®, deputy executive director of certification, in facilitating IMCA’s expansion and in implementing the board of directors’ vision.

“I see a tremendous amount of opportunity for IMCA to deliver its premier investment consulting and wealth management credentials and world-class educational offerings to more advisors within the industry,” said Mr. MacKenzie. “The association has been well-known within the wirehouse community for 25 years, and my goal is to use my experience and expertise to elevate that recognition among independent advisors serving a high-net-worth client base.”

Prior to his role at IMCA, Mr. MacKenzie served as chief marketing officer and managing director of business development for the 25,000-member Financial Planning Association (FPA). He also served as editor-in-chief and publisher of the association’s Journal of Financial Planning. At various times during his six years at FPA he oversaw publications, sales, marketing, research, strategic alliances, meetings and events, online learning, and institutional membership.

Mr. MacKenzie spent 10 years at the National Underwriter Company’s Professional Publishing Group, where he served as vice president and group publisher and directed a 67-person editorial, sales, and production team. He also served as editor and business manager of a major professional life insurance association magazine in Washington, D.C..

Mr. MacKenzie is a graduate of Boston University College of Communications. For more information about IMCA, visit http://www.IMCA.org.

Based in Denver, the 7,700-member IMCA was established in 1985 to deliver the premier investment consulting and wealth management credentials and world-class educational offerings—membership, conferences, research, and publications. The cornerstone of IMCA is the Certified Investment Management Analyst℠ or CIMA® certification, the only advanced certification designed specifically for investment consultants. IMCA also delivers the advanced credential for wealth management professionals working with high-net-worth clients, the Certified Private Wealth Advisor℠ or CPWA® designation.

IMCA® is a registered trademark and Investment Management Consultants Association℠ and Certified Investment Management Analyst℠ are service marks of Investment Management Consultants Association Inc. and denote the highest quality of standards and education for financial professionals. CIMA®, CIMC®, and CPWA® are registered certification marks of Investment Management Consultants Association Inc. Certified Private Wealth Advisor℠ is a pending certification mark 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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