FOR RELEASE
December 15, 2009
CONTACT
Beau Ballinger
303.850.3080
IMCA Announces New Officers and Board Members for 2010
John C. Granzow, CIMA®, Named President
DENVER—December 15, 2009—Investment Management Consultants Association (IMCA®) recently named John C. Granzow, CIMA®, president for a two-year term beginning January 1, 2010. Joining Mr. Granzow are John Nersesian, CIMA®, CIS, CPWA®, CFP®, as vice president; Elizabeth Piper/Bach, J.D., CIMA®, CFP®, as treasurer; and Margaret M. Towle, Ph.D., CPWA®, as secretary. In addition, the slate of two new members presented by the Nominating Committee was approved by IMCA’s Board of Directors: David Archer, CIMA®, AIFA®, and Bruce B. Curwood, CIMA®, CFA®, Acc.Dir. Each new board member will serve a two-year term that will begin January 1, 2010.
Mr. Granzow is managing director of investments at Wells Fargo Advisors, LLC, in Charlotte, N.C., and has worked in the financial services industry for 25 years. He previously served as treasurer of IMCA’s board of directors, has chaired the Membership Committee, and has been a member of many other IMCA committees. Mr. Granzow previously was president and co-founder of a national brokerage and consulting firm. He serves as a leadership coach at the McColl Graduate School of Business, Queens University of Charlotte; an investment advisory board member for The Salvation Army–Southern Territory; is a past board member for the United Way of Central Carolina and Men’s Shelter of Charlotte; and a past committee member for the Greater YMCA of Charlotte. Mr. Granzow earned a BA in finance from Western Michigan University and graduated from The Business Securities Institute offered from The Wharton School.
Mr. Nersesian is managing director of wealth management services at Nuveen Investments in Chicago, Ill., where his group provides wealth management and practice development education and consulting support to advisors. He began serving on IMCA’s board of directors in 2006, has been a frequent speaker at IMCA conferences and certificate programs, and serves on the IMCA Wealth Management Committee. Mr. Nersesian earned a BS in business and economics from Lehigh University.
Ms. Piper/Bach is vice president and chief operating officer of National Automobile Dealers Association Retirement Administrators, Inc. (NADART), in McLean, Va. She previously was president of Cardinal Wealth Management, Cardinal Bank, which is the trustee to the NADART Retirement Plan. A 20-year IMCA member, Ms. Piper/Bach has served on the IMCA board of directors as vice president and secretary, and in 2009 she received IMCA’s Richard J. Davis Ethics Award. She is Chair of the Government Affairs Committee and has served on the IMCA Certification Committee, IMCA’s Journal of Investment Consulting, and IMCA’s Investments & Wealth Monitor Editorial Boards. She is an executive board member of AdvisorShares, Inc., a member of the Financial Planning Association, the American Banker’s Association, Association of Professional Pension Administrators, and the American Bar Association. She is a past board member of the Greater Des Moines YMCA and the Des Moines Chamber of Commerce. Ms. Piper/Bach earned a BS in special education from St. Cloud University, a MEd from George Washington University, and a J.D. from The Catholic University of America Columbus School of Law.
Ms. Towle is a managing director of Greycourt & Co., Inc., in Portland, Ore., where she provides financial advisory services to wealthy families and select endowments. She is editor-in-chief of IMCA’s Journal of Investment Consulting, and former chair of the IMCA Advisory Council and IMCA’s Investments & Wealth Monitor Editorial Advisory Board. She was selected as a Fellow by the Kauffman Foundation to attend the Center for Entrepreneurial Leadership and received IMCA’s 2006 Stephen L. Kessler Writing Award. Ms. Towle earned BA, MA, and Ph.D. degrees from the University of Washington-Seattle.
Mr. Archer is national director of sales for managed accounts and alternative investments at Schwab Advisor Services in New York. Before joining Charles Schwab in 2006, he spent nine years as vice president of the managed accounts consulting group at Prudential Financial. Mr. Archer earned a BA from the University of Michigan and an MBA from San Francisco State University.
Mr. Curwood is director of investment strategy at Russell Investment Group in Toronto, Ontario. He joined the Russell Investment Group in 1995 as a strategic consultant. With more than 25 years experience in asset management, he has worked in various organizations within the corporate and educational sectors, including the University of Toronto. Mr. Curwood received IMCA’s Stephen L. Kessler Writing Award in 2001 and 2008. He earned a BComm in economics from the University of Toronto and an MBA from York University.
For more information about IMCA’s 2010 board of directors click here.
###

IDEAS






