Investments & Wealth Institute Appoints Lauren Carroll as Director of Content and Program Innovation

Financial Planners

This new role reinforces the Institute’s focus on continuing to develop world-class, quality educational content for the entire membership and advisory professions.

Denver, Colorado

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The Investment & Wealth Institute (the Institute) today announced the appointment of Lauren Carroll as Director of Content and Program Innovation. In this new role, Carroll will provide strategic vision and direction for content and programming development across all of the Institute’s distribution channels, including in-person conferences, virtual events, research and educational programs.

“Lauren’s role will focus on maximizing the value and scope of the Institute’s library of content and products, while aligning those offerings with long-term strategic goals and our mission and ongoing We will also focus on aligning with the , Investment & Wealth Institute.

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Carol brings over 15 years of experience and expertise in experiential marketing, event management and project management. Most recently, she worked at C2P Enterprises where she was an event manager. Prior to that, she was an event director at Putman Media and Penton Media. She Carol Baldwin has a bachelor’s degree in marketing, majoring in communications and business from Wallace College. She reports directly to Witham and is based in Cleveland, Ohio.

“I look forward to helping the Institute continue to develop highly relevant content that has practical application for our members and financial advice professionals,” said Carroll. “We have a wealth of opportunities to spread our message through both internal and external channels. What does success mean to our organization and, more importantly, to the advisors we serve? I look forward to being part of the team that determines and achieves what it is like.”


For more information, please contact Allison Edmondson of the Institute for Communications, Investment and Wealth at

About Investments & Wealth Institute

Founded in 1985, the Investments & Wealth Institute is the leading professional association, education provider and standards body for financial advisors. The Institute hosts award-winning events, publications, courses, and the highly regarded certifications Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), Retirement Management Advisor® We offer world-class credentials through our RMA® certification. – Provides quality, hands-on education to over 30,000 practitioners annually in over 40 countries. The Institute’s members include some of the industry’s most successful investment consultants, advanced financial planners and personal wealth managers, who apply a wide range of knowledge and skills to their day-to-day work with clients with excellence and ethics is accepting For more information, please visit

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Alison Edmonson

+1 303-850-3207

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