Investments & Wealth Monitor — May - June 2012
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New CIMA And CPWA License Holders

The following people recently earned the CIMA® certification:

Christopher Bilello, Pioneer Investments, Rockland, MA
Donald Bonder, Fidelity Investments, Lantana, TX
Clayton Boone, Fidelity Investments, Westlake, TX
Craig Brass, UBS Financial Services, Birmingham, MI
Robert Broseker, Morgan Stanley Smith Barney, Baltimore, MD
Joshua Carter, Merrill Lynch, San Francisco, CA
Jay Cha, Wells Fargo & Co., Minneapolis, MN
Ryan Clark, Arcis Wealth Mgmt., Chicago, IL
Basil Clarke, T. Rowe Price, Baltimore, MD
Thomas Clifford, Fidelity Investments, Smithfi eld, RI
Christopher Davis, Invesco, Oakbrook Terrace, IL
Chirag Delwadia, Merrill Lynch, Birmingham, AL
Jamie DiRenzo, CPA Financial Group, Conshohocken, PA
Juan Doria, Merrill Lynch, Miami, FL
Paula Doroff, Goldman Sachs, Edina, MN
Daniel Drake, Southern Wealth Mgmt., Dallas, TX
Gregg Everett, Oppenheimer Funds, St. Johns, FL
David Farace, Golden Capital Mgmt., Charlotte, NC
Roberto Fernandez, Merrill Lynch, Guaynabo, PR
Jack Fowler, BlackRock, San Francisco, CA
Thomas Gabel, Legg Mason & Co., New York, NY
Melissa Hansen, JP Morgan Chase, New York, NY
Justin Hatch, Calamos Investments, Naperville, IL
Tom Kukulski, Calamos Investments, Naperville, IL
Micah Lang, Wealth Strategy Partners, Denver, CO
Cornelius Leahey, Pioneer Investments, Roseville, CA
Albert Leonard, JP Morgan, San Diego, CA
David MacMaster, Fidelity Investments, Smithfi eld, RI
John Mahoney, Russell Investments, Fairfi eld, CT
Mark Malone, Merrill Lynch, Pinecrest, FL
Stephen May, Franklin Templeton, South Orange, NJ
Kendra McFadden, MFS Investment Mgmt., Boston, MA
Jennifer McFarland, Franklin Templeton, Cincinnati, OH
Kevin McGlynn, Innealta Capital, Santa Monica, CA
Malia Morales, Merrill Lynch, Houston, TX
Tyler Needman, Morgan Stanley Smith Barney, Burlingame, CA
David Pace, Morgan Stanley Smith Barney, Everett, WA
Alan Panzer, Oppenheimer Funds, Atlanta, GA
Lisa Powell, JP Morgan Funds Mgmt., Columbus, OH
James Reichard, Wells Fargo/European Credit Mgmt., Charlotte, NC
Paul Steingreaber, ING Funds, Cedar Rapids, IA
Sheng Wang, ING Investment Mgmt., Winsor, CT
Micah Wei, First Allied Securities, San Diego, CA
Timothy Whelan, BlackRock, Charlotte, NC
Aimee Wight, Northern Trust, Northbrook, IL
Philip Wohlfort, Wilmington Trust Investment Advisors, Fallston, MD
William Worfolk, MainStay Investments/New York Life Investments,New York, NY

The following people recentlyearned the CPWA® certification:

Peter Alberding, UBS Financial Services, Needham, MA
Gustavo Amaral, Merrill Lynch, Los Angeles, CA
Amy Bergren, MB Financial Bank, Chicago, IL
Paul Booth, Delta Wealth Mgmt., Lodi, CA
Peter Braude, US Bancorp, Minneapolis, MN
Dean Chavis, Northern Trust, Ft. Myers, FL
Saralyn Coupe, Morgan Stanley Smith Barney, Grand Rapids, MI
Todd Cowan, UBS Financial Services, New York, NY
Neil Davies, Capital Strategies Investment Group, Oakbrook Terrace, IL
Michael Ellington, UBS Financial Services, Chicago, IL
Brian Gaister, Merrill Lynch, Columbia, MD
Kristin Gang, AXA Advisors, New York, NY
Brett Gasper, UBS Financial Services, Keego Harbor, MI
Andrew Geller, Western Peak Investment Advisors, Austin, TX
John Jacobs, Morgan Stanley Smith Barney, Seattle, WA
Agatha Johnson, Eide Bailly Financial Services, Aberdeen, SD
Douglas Justice, Merrill Lynch, Atlanta, GA
Wendy Lai, Wetherby Asset Mgmt., San Mateo, CA
Harry LaRosiliere, UBS Financial Services, Addison, TX
Michael Mahoney, ING Investment Mgmt., Trumbull, CT
Ryan Melby, Merrill Lynch, Waukesha, WI
Holly Mihal, Raymond James, Palm Harbor, FL
Bradley Mikolajcyk, Merrill Lynch, Troy, MI
Chris Mitchell, Merrill Lynch, Brentwood, TN
Christopher Mosbarger, MB Financial Bank, Lake Bluff, IL
John O’Donnell, Fidelity Investments, Roswell, GA
Thomas Rosellini, UBS Financial Services, Houston, TX
Gregory Sardzinski, Merrill Lynch, Greensboro, NC
Jerrey Thurston, UBS Financial Services, Orlando, FL
Ben Tomblinson, Wells Fargo Advisors, Bowling Green, KY
Patrick Willcutts, Morgan Stanley Smith Barney, Springfield, MA
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