Chief Learning Officer & Managing Director of Professional Development,
Investments & Wealth Institute
Moderator of ACE Academy 2021
Join Devin Ekberg as he moderates Ivy League leaders when we come together to share new visions for the investment landscape in the face of disruption. Get ready to REIMAGINE the future of the investment and wealth management industry, starting with the ways we connect and engage with each other. Join us, virtually, for this All-Star academic line up at ACE Academy 2021, taking place April 26-27, for an opportunity to translate the latest research, insights and ideas into actionable strategies for your clients and prospects.
Devin Ekberg, CFA®, CIMA®, CPWA® oversees the development and delivery of Investments & Wealth Institute conferences, online education, and print publications. Ekberg is an expert in security analysis and financial analysis, and has developed educational products for investment consultants, wealth advisors, and individual investors. He earned his Master’s degree in Investment Management and Financial Analysis from Creighton University. He currently serves on the investment committees for two non-profit foundations.
Holds Chartered Financial Analyst® (CFA®) from the CFA Institute
Holds Certified Private Wealth Advisor® (CPWA®) and Certified Investment Management Analyst® (CIMA®) from the Investments and Wealth Institute
Click above to see a sneak peak of IWI's CPWA Intensive Prep Program