Investments & Wealth Institute Names Steve DeAngelis as Chief Revenue Officer to Spearhead Global Expansion

The Investments & Wealth Institute, a leading organization in the financial advisory and wealth management industry, has announced the appointment of Steve DeAngelis as its new Chief Revenue Officer, effective January 2. This strategic move underscores the Institute's commitment to global expansion and enhancing its services to financial professionals worldwide.

DeAngelis, bringing over 30 years of experience in the financial services sector, is set to oversee the Institute's Global Sales operations. His role will be crucial in expanding the reach of the Institute's certifications and driving revenue growth. The appointment comes at a time when the financial advice landscape is rapidly evolving, necessitating innovative approaches to professional development and certification.

In his new position, DeAngelis will lead efforts to develop long-term partnerships with major investment and wealth management organizations. These partnerships aim to provide private certification classes for advisor teams, potentially revolutionizing how financial professionals access and engage with professional development opportunities. Additionally, he will work on expanding relationships with respected organizations by offering customized educational solutions through the Investments & Wealth Academy, the Institute's online continuing education platform.

The significance of this appointment lies in its potential impact on the financial advisory industry. As the Institute expands its reach and enhances its offerings, it could set new standards for professional education and certification in wealth management. This move may lead to more comprehensive and accessible training for financial advisors, ultimately benefiting clients through improved service quality and expertise.

DeAngelis's extensive experience, including roles at Orion Advisor Solutions, FS Investments, and Goldman Sachs Asset Management, positions him well to drive innovation in the Institute's approach to professional development. His background in developing curriculum at Villanova University and founding a consulting firm focused on strategic growth suggests he may bring fresh perspectives to the Institute's educational offerings and growth strategies.

The appointment also signals the Institute's recognition of the changing dynamics in the financial services industry. As wealth management becomes increasingly complex and technology-driven, the need for advanced, specialized education and certification grows. DeAngelis's role in expanding the Institute's partnerships and educational solutions could help address this evolving need, ensuring that financial professionals are equipped to handle the challenges of modern wealth management.

Furthermore, this move by the Investments & Wealth Institute could have broader implications for the financial services industry. As a premier credentialing body and educational resource, the Institute's expansion and enhancement of its offerings may influence industry standards and practices. This could lead to a ripple effect, potentially raising the bar for professional qualifications and continuing education across the wealth management sector.

As DeAngelis takes on this new role, the financial advisory community will be watching closely to see how his leadership shapes the future of professional development in their field. The success of this initiative could set a new benchmark for how professional organizations in the financial sector approach growth, education, and certification in an increasingly global and digital world.