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Our Center provides the impetus for discussion and study of critical wealth management issues. It will emerge as a thought leader and source of innovative analysis for new methodologies and strategies, providing careful analysis and critique of existing practices — a hub of activity, research, networking and application for a vital international industry.

Our Vision
To be at the forefront of education and research concerning the creation, management and transfer of wealth

Our Mission
To develop transformational leaders and valued educational programs on • Financial literacy • Investment & portfolio strategies • Wealth management strategies

Innovative Programs

LIFEvest
LIFEvest
Financial Literacy Program


Underserved Teens
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IFPY
Investments, Financial Planning and You
Summer Program

High School Students
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WWR
UCI's
Stock Market Competition


Undergraduate Students
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Faculty Director

Christopher SchwarzChristopher Schwarz

Professor Christopher Schwarz joins the faculty of the UCI Paul Merage School of Business in the area of Finance and will assume a leadership position in the school’s Center for Investment and Wealth Management as Faculty Director.

Schwarz’s research interests include the management, disclosure, and operational risk of the investment fund industry and the impact of manager incentives and structure on investment fund performance. His research has been published in such leading academic journals as the Journal of FinanceJournal of Financial Economics, Review of Financial Studies, and the Journal of Financial and Quantitative Analysis and included in testimony before the U.S. Congress House Financial Services Committee.

Advisory Board

Board Committees

The Center for Investment and Wealth Management operates under the guidance of variance committees. Not only do these committees offer excellent resources for the Center members, students and the business community, but they also offer a unique opportunity for collaboration and networking among committee members. We encourage you to participate where possible.

Executive Committee

  • Shawnette Gauer (Co-Chair) – Schwab Advisor Services
  • Pat Soldano (Chair Emeritus) – GenSpring Family Offices (retired)
  • Feroz Ansari – Compak Asset Management
  • Victoria Collins – Your Legacy Project
  • Matt Brown – Brown & Streza
  • Kara Duckworth, CFP® – Mercer Advisors
  • Mark Moehlman (Chair Emeritus) – Beacon Pointe Wealth Advisors
  • Laine Ainsworth – Beacon Pointe Wealth Advisors
  • Laurie Dubchansky, CFP® – Havaplan Financial
  • Lupe Erwin – Wood Gutmann & Bogart
  • Carla Furuno – City National Bank
  • David Karachuk (Chair) – LPL Financial LLC

Membership and Endowment Committee

  • Mark Moehlman (Chair emeritus) – Beacon Pointe Wealth Advisors
  • Kara Duckworth, CFP® – Mercer Advisors

Professional Development Programs Committee

  • David Karachuk (Chair) – LPL Financial LLC
  • Laine Ainsworth (Chair-emeritus) – Beacon Pointe Wealth Advisors
  • Andrew Low – BNY Mellon Wealth Management
  • Marleny Cheshier – BNY Mellon
  • Darci Toumberlin – Fidelity

Charles Schwab Trading Lab Committee/Undergraduate Course

  • Robert Forrester (Chair) – Alliance Bernstein
  • Feroz Ansari – Compak Asset Management
  • Christopher Schwarz – UCI Paul Merage School of Business 
  • Jonathan A. Needell – Kairos Investment Management LLC
  • Patrick Meegan – Hotchkiss & Wiley
  • Jerry Braakman – First American Trust

LIFEvest Financial Literacy Residential Program Committee

  • Laurie Dubchansky (Chair) – Havaplan Financial 
  • Mark Moehlman (Chair emeritus) – Beacon Pointe Wealth Advisors 
  • Shawnette Gauer – Charles Schwab Advisor Services
  • Chad Bollenbach – Canterbury Consulting
  • Stuart Blair – Canterbury Consulting
  • Feroz Ansari – Compak Asset Management
  • Jordan Floriani – Affinity Investment Advisors
  • Wendy Chen – Atlantic Trust Private Wealth Management
  • Rebecca Chau – PAAMCO

"Investments, Financial Planning and You" Committee

  • Feroz Ansari (Chair) – Compak Asset Management
  • Glenn Hamburger – Bank of the West
  • Ashley Bleckner – RS Crum

Community Programs Committee

  • David Karachuk (Chair) – LPL Financial LLC
  • Brad Losson – Charles Schwab Advisor Services 
  • Harmon Kong – Apriem Advisors
  • Andrew Low – BNY Mellon Wealth Management
  • Matt Brown – Brown & Streza
  • Laine Ainsworth – Beacon Pointe Wealth Advisors
  • Darci Toumberlin – Fidelity
  • Marleny Cheshier – BNY Mellon
  • Jerry Braakman – First American Trust

Women's Educational Committee

  • Lupe Erwin (Co-chair) – Wood Gutmann & Bogart 
  • Carla Furuno (Co-chair) – BNY Mellon
  • Shiry Tannenbaum – Minyard Morris
  • Jordan Floriani – Affinity Investment Advisors

Remembering Pamela Adams, MBA '98

Pam AdamsPamela Adams, MBA '98
Founding Member and co-Chair of the Center for Investment and Wealth Management
She strongly believed in the power of education to positively impact lives

On September 23, 2017, our beloved Pamela Adams, MBA '98, lost her courageous battle with terminal brain cancer. Pam had amazing strength and passion; in spite of her illness, she continued to help others, never seeking accolades, but always striving to make a difference. As we reflect on why Pam was so beloved, we recognize her steadfast belief in paying it forward. She was an ardent advocate of underserved youth and encouraging them to become financially literate and to discover the power of philanthropy. We remember Pam for her beautiful spirit of serving others – a legacy we will continue to build upon. We owe a great debt of gratitude to Pam. She set the bar high and we are forever thankful for her dedication and commitment to making a difference in the lives of people in our community, students and alumni of our school, and in the lives of every single one of us who had the good fortune to know her.

In 2006, Pam was the first individual to offer to become a Founding Member to help launch the CIWM. But in her own unique style, she declared that she would be the seventh member, thereby encouraging six others to join as quickly as she did. Pam’s leadership style, charisma and sense of humor were legendary. The Center gained tremendously under leadership on our Advisory Board both as long-time Chair of the Community Programs Committee and more recently as the Board’s co-Chair.

Pam was a proud Merage School MBA graduate and she dedicated herself to the continued success of the School. Pam was vital in helping us achieve national prominence and prestige. In 2005, she helped found the Dean’s Leadership Circle (DLC), a premier business network for alumni and executives. That same year, as a result of her hard work and commitment, Pam was recognized and awarded a Lauds & Laurels Distinguished Alumni Award as one of the School’s most outstanding alumni. Until very recently, Pam served on the DLC Advisory Board as a “Visionary” member, successfully building a tradition of giving among alumni . Beginning in 2008, Pam also served as a member of the Merage School Dean’s Advisory Board and continued on the Board under the leadership of Dean Spangenberg.

Just this past year, Pam endowed the very first UCI LIFEvest Financial Literacy Program Student Scholarship that enables one ninth or tenth grade student to attend the program in perpetuity at no cost.

Pam was a natural leader in every aspect of her life. She was an iconic role model for our students and we are indeed fortunate to have been the beneficiaries of her guidance, generosity and friendship. Because of Pam, we have able to improve the community around us and enable who are less fortunate to have the opportunity to succeed.

Certainly, Pam will be missed. Most definitely she will be remembered with fondness and love. Always she will be cherished in the hearts of the Merage School family and our Center for Investment and Wealth Management.

Affiliated Faculty

Finance Faculty

Economics and Public Policy Faculty

  • Peter Navarro, Professor of Economics and Public Policy
  • Andy Policano, Professor of Economics and Public Policy and Director of the CIWM

Accounting Faculty

  • Joanna Ho, Professor of Accounting and Director of International Programs
  • Alexander Nekrasov, Assistant Professor of Accounting
  • Mort Pincus, Dean's Professor of Accounting
  • Devin Shanthikumar, Assistant Professor of Accounting
  • Siew Hong Teoh, Dean's Professor of Accounting

John Byrne interview with Vijay Gurbaxani

1.10.19 · 1:30 pm - 3:00 pm
UCI Paul Merage School of Business

NVC Workshop 1: Ideation and Brainstorming

1.16.19 · 5:30 pm - 7:00 pm
Merage School Auditiorium

NVC Workshop 2:  From Problem to Solution

1.23.19 · 5:30 pm - 7:00 pm
Merage School Auditiorium

Fourth Friday Merage School Alumni Lunch

1.25.19 · 11:45 am - 1:00 pm
Eats Restaurant

Mentoring Workshop for Mentors

1.28.19 · 5:45 pm - 6:45 pm
Merage School Porter Colloquium Room