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At the Center for Investment and Wealth Management (CIWM), we are committed to helping you on your path toward a lifetime of financial well-being.

Whether you are interested in developing your financial management skills or your goal is to transform your community as a leader, the CIWM is open to you.

CIWM is an activity, research and networking hub. We believe in the power of learning and sharing with others. We believe that education and action allow us to direct our futures for the better. By sharing our knowledge, we provide opportunities for growth-motivated individuals to connect with leaders in thought, community and industry. Each of our programs is designed to help drive our community toward a lifetime of financial well-being.

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
Pacific Life 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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SheVest
SheVest
Investment Club



Womxn
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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 and direction of its ten active planning committees. These committees offer excellent resources for the Center members, students and the business community, and the unique opportunity to collaborate and network among committee members. We encourage participation wherever you have a passion.

Executive Committee

  • Shawnette Gauer (Current Co-Chair) – Schwab Advisor Services
  • Feroz Ansari – Compak Asset Management
  • Victoria Collins – Your Legacy Project
  • Kara Duckworth, CFP® (Current Co-Chair) – Mercer Advisors
  • Mark Moehlman – Beacon Pointe Wealth Advisors
  • Laine Ainsworth – Beacon Pointe Wealth Advisors
  • Laurie Dubchansky, CFP® – Havaplan Financial
  • David Karachuk – LPL Financial LLC
  • Gregory Lai - Affinity Investment Advisors
  • Jerry Braakman, First American Trust
  • Shiry Tannenbaum - Tannenbaum Law
  • Jordan Floriani, CFA

Membership Committee

  • Gregory Lai (Current Chairperson) - Affinity Investment Advisors

Endowment Committee

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

UCI Student Engagement Committee

  • Jerry Braakman (Current Chairperson) - First American Trust

Professional Development Programs and Community Programs Committee

  • David Karachuk (Current Chairperson) – LPL Financial LLC
  • Laine Ainsworth (Chair-emeritus) – Beacon Pointe Wealth Advisors

Charles Schwab Trading Lab Committee/Undergraduate Course

  • Robert Forrester (Current Chairperson) – Alliance Bernstein
  • Feroz Ansari – Compak Asset Management
  • Jerry Braakman – First American Trust

Pacific Life LIFEvest Financial Literacy Program and Alumni Relations Committee

  • Laurie Dubchansky (Current Chairperson) – Havaplan Financial 
  • Chad Bollenbach – Canterbury Consulting
  • Stuart Blair – Canterbury Consulting
  • Feroz Ansari – Compak Asset Management
  • Jordan Floriani, CFA
  • Wendy Chen – CIBC
  • Chris Lum - PAAMCO
  • Hyun Swanson - UCOP
  • Tere Segarra - Pacific Life
  • Tennyson Oyler - Pacific Life
  • Ashley Bleckner - RS Crum
  • Kristen McEneaney - PAAMCO

"Investments, Financial Planning and You" Committee

  • Feroz Ansari (Current Chairperson) – Compak Asset Management
  • Glenn Hamburger – Banc of California
  • Ashley Bleckner – RS Crum
  • Chris Lum - PAAMCO
  • Cyrus Charna - Bank of the West

Women's Financial Wellness Initiative Committee

  • Shiry Tannenbaum (Current Co-Chair) – Tannenbaum Law
  • Jordan Floriani (Current Co-Chair), CFA 
  • Victoria Collins, PhD - Your Legacy Project

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 Emeritus, Economics and Public Policy
  • Andy Policano, Professor Emeritus, Economics and Public Policy
  • Edward Coulson, Professor of Economics and Director of Center for Real Estate

Accounting Faculty

Community Programs

Women's Financial Wellness Initiative

Inspiring women to excel in personal money management.

Our mission is to motivate women of every socio-economic standing in Orange County to not only develop financial literacy, but to grow comfortable in their command of money management.

From managing debt to building wealth, the initiative’s programs include the $HEvest Investment Club, which meets quarterly, and other programs providing valuable knowledge and support in establishing and maintaining personal financial health.

Volunteer Leadership

Jordan Floriani

Jordan Floriani, CFA

Shiry Tannenbaum

Shiry Tannenbaum, Esquire

Fourth Friday Merage School Alumni Lunch

3.22.19 · 11:45 am - 1:00 pm
Eats Restaurant

NVC Workshop 5: Go to Market Strategy

4.3.19 · 5:30 pm - 7:00 pm
Merage School

March Madness Competition

4.4.19 · 6:00 pm - 7:00 pm
On Campus

First Friday Merage School Alumni Lunch

4.5.19 · 11:45 am - 1:00 pm
Karl Strauss Restaurant

Compellon

4.8.19 · 1:00 pm - 3:00 pm
Compellon HQ