Steve DeAngelis Appointed as Chief Revenue Officer at Investments & Wealth Institute

The Investments & Wealth Institute (IWI) has taken a significant step towards reinforcing its global influence and commitment to excellence in financial advisor education with the appointment of Steve DeAngelis as its new Chief Revenue Officer. Effective January 2, DeAngelis will spearhead the Institute's Global Sales operations, aiming to broaden the reach of IWI certifications and foster revenue growth. This strategic appointment highlights the Institute's focus on maintaining its stature as a leading credentialing body and educational resource for wealth management professionals.

DeAngelis's extensive 30-year tenure in the financial services sector, including leadership roles at Goldman Sachs Asset Management, FS Investments, and Orion Advisor Solutions, equips him with the expertise to drive the Institute's growth initiatives. His background in innovating sales processes and managing client relationships is expected to play a pivotal role in expanding the Institute's offerings and partnerships. Sean Walters, CEO of the Institute, lauded DeAngelis's track record and expressed optimism about his contribution to achieving the organization's strategic goals.

The implications of DeAngelis's appointment are far-reaching for the financial advisory industry. As the sector grapples with increasing complexities, the demand for advisors with advanced education and credentials is on the rise. DeAngelis's leadership in enhancing the Institute's educational solutions, particularly through the Investments & Wealth Academy, is poised to elevate professional standards and, by extension, the quality of financial advice available to investors worldwide.

DeAngelis's enthusiasm for his new role reflects a shared vision with the Institute to support financial professionals in meeting the evolving needs of their clients. His appointment is not just a testament to the Institute's commitment to excellence but also a strategic move to shape the future of wealth management education and credentialing. As the financial landscape continues to transform, the Investments & Wealth Institute's initiatives under DeAngelis's guidance are expected to have a lasting impact on the industry, ensuring that financial advisors are well-equipped to deliver exceptional value to their clients.