Investments & Wealth Institute Names Steve DeAngelis as Chief Revenue Officer

The Investments & Wealth Institute, a leading credentialing body and professional association for financial advisors, has appointed Steve DeAngelis as its new Chief Revenue Officer, effective January 2. This strategic appointment underscores the Institute's commitment to global expansion and revenue growth in the rapidly evolving financial advice landscape.

DeAngelis brings over three decades of experience in the financial services industry to his new role. He will be responsible for overseeing the Institute's Global Sales operations, focusing on expanding the reach of Institute certifications and surpassing revenue growth targets. His duties include leading a team dedicated to growth through direct consultation with certification seekers and developing long-term partnerships with prominent investment and wealth management organizations.

As a key member of the Executive Team, DeAngelis will collaborate with staff and the Board of Directors to focus on strategic partnerships and innovative solutions. His appointment is expected to provide unmatched value to Institute members, empowering them to excel in their field. The move comes as the Institute aims to elevate its role as the premier membership-based credentialing and education organization for financial advisors in the high-net-worth ecosystem.

DeAngelis's extensive background includes significant roles at major financial institutions. He previously served as Chief Revenue Officer at Orion Advisor Solutions and held executive positions at FS Investments and Goldman Sachs Asset Management. His experience in developing and implementing growth strategies across various financial sectors positions him well to drive the Institute's expansion plans.

This appointment is significant for the financial advisory industry as it signals the Institute's intent to enhance its offerings and adapt to the changing needs of financial professionals. As the industry faces ongoing challenges and opportunities, DeAngelis's leadership could play a crucial role in shaping the future of wealth management education and certification.

The move also highlights the growing importance of specialized education and certification in the financial advisory sector. As clients' needs become more complex, the demand for highly skilled and certified professionals is likely to increase, making the Institute's role even more critical in maintaining and elevating industry standards.