Nominations for the 2009 IMPACT Awards will be accepted starting in May.

• Overview
• Scoring Partner
• How Entries
  Will Be Evaluated
• Nominate

Daniel O. Leemon

Daniel Leemon is currently retired from full-time employment, and serves on the boards of several for-profit and non-profit organizations. He is a director of the Corporate Executive Board company, a publicly-traded best-practices research firm, and CataList Homes, a venture-stage home realty company, and consults frequently to entrepreneurs. Mr. Leemon also serves on the boards of J, The Jewish Newsweekly of Northern California, and the Stanford Jewish Chaplaincy at the Stanford Medical Center. He has judged Schwab's IMPACT Awards since their inception.

Mr. Leemon served as Executive Vice President and Chief Strategy Officer for the Charles Schwab Corporation from 1995 to 2004, helping to engineer the firm’s strategies in independent investment management, online investing, retirement services, and mutual funds, among other areas. He was a keynote speaker at IMPACT from 1996 through 2003. Mr. Leemon joined Schwab after 12 years with the Boston Consulting Group (BCG) in San Francisco, where he was vice president and director, and a lead member of the firm’s financial services and consumer goods/retailing practices. Both at Schwab and BCG, Mr. Leemon was a frequent guest speaker and writer on issues of strategy and growth opportunities. He holds a master's degree from Stanford University and a Bachelor of Science from M.I.T.

Edythe "Dede" McClatchy Pahl
Executive Director
Investment Management Consultants Association

Edythe "Dede" McClatchy Pahl is Executive Director of the Investment Management Consultants Association, a 7,100-member organization dedicated to the educational and ethical standards for investment management consultants and wealth managers in the United States, Canada, and Australia. Ms. Pahl joined the association in 2006 after several years serving as an assessor for the American National Standards Institute, particularly in the area of personnel certification standards (ISO/IEC 17024). IMCA, located in Denver, Colorado, maintains two professional designations – Certified Investment Management Analyst (CIMA®) and Chartered Private Wealth Advisor (CPWA^sm) – as well as several professional education conferences and certificate programs.

Ms. Pahl also spent 10 years with the Certified Financial Planner Board of Standards in Denver, most recently in the position of Chief Operating Officer. Before that, she worked at the College for Financial Planning, Great-West Life Assurance Company and several other private companies.

As a volunteer, Ms. Pahl has served as the public member of two nursing organizations: the American Board for Nursing Specialties and the Credential Committee of the Commission on Graduates of Foreign Nursing Schools, International. She is past president of the board of the National Organization for Competency Assurance and currently serves on its Leadership Council. In her spare time, Ms. Pahl assists the North American Securities Administrators Association with exam questions for the Series 63, 65 and 66 examinations.

Her educational background includes an MBA from the University of Colorado and a BA from Newton College of the Sacred Heart in Newton Centre, Massachusetts.

David G. Tittsworth
Executive Director/Executive Vice President
Investment Adviser Association

David Tittsworth is a native of the State of Kansas. He received his B.A. degree from the University of Kansas in 1975 and his law degree from the University of Kansas School of Law in 1978.

Mr. Tittsworth served a significant portion of his professional career in the public sector, where he held positions in all three branches of government. He began his legal career as a research attorney for the Kansas Court of Appeals in 1978. Thereafter, he held various positions in state government, including his appointment as Chief Counsel of the Department of Transportation in 1983, where he supervised a staff of attorneys and advised the Department on a wide variety of legal and administrative issues. In 1985, David joined the bond counsel firm of Gilmore & Bell in Kansas City, where he advised state and municipal officials on various tax-exempt issues.

Upon moving to Washington, D.C. in 1987, Mr. Tittsworth first served as Associate Staff on the House Budget Committee. He accepted a position as Senior Counsel to the House Subcommittee on Transportation, Trade, and Hazardous Materials in 1989. In 1991, he left Capitol Hill to become General Counsel and a partner with a government relations firm (now Chambers, Conlon & Hartwell), where he represented the Investment Adviser Association and other clients. In 1992, he returned to Capitol Hill to serve as Counsel of the House Committee on Energy and Commerce, a position he held until joining the IAA as Executive Director and Executive Vice President in October 1996.

Mr. Tittsworth oversaw the relocation of the Association’s offices from New York to Washington, D.C. early in 1997. Today he manages all of the Association’s activities, including its involvement in a wide variety of advocacy, regulatory, educational, and business issues that affect the investment advisory profession.

The Investment Adviser Association (formerly the Investment Counsel Association of America) was founded in 1937. The Association is a not-for-profit organization that exclusively represents the interests of the investment adviser profession. The IAA’s diverse membership consists of SEC-registered investment advisory firms that manage assets for a wide variety of institutional and individual clients.

Marvin W. Tuttle, Jr., CAE
Executive Director/CEO
Financial Planning Association

Marv Tuttle, CAE, has served as executive director/CEO of the 28,000-member Financial Planning Association® (FPA®) since January 2004.

A 30-year veteran in the association management field, Mr. Tuttle began his involvement in the financial planning profession as director of communications for the Institute of Certified Financial Planners (ICFP) in Denver, CO, in October 1983. Prior to his appointment as executive director/CEO, Mr. Tuttle served as FPA’s associate executive director and publisher/editor of FPA’s flagship publication, the Journal of Financial Planning. In 1996, he received the Certified Association Executive (CAE) designation from the American Society of Association Executives (ASAE), denoting a level of skill and expertise in the field of association management. That same year, the Journal of Financial Planning, under Mr. Tuttle’s guidance, was recognized as the Most Improved Magazine/Journal by ASAE for large associations in the United States. In 2001, he helped to establish FPA’s National Financial Planning Support Center, which is dedicated to developing and providing pro bono services for the public in need.

Mr. Tuttle currently serves on the board of directors for the Academy of Financial Services. He recently completed a term on the Advisory Panel on Medicare Education, sponsored by the U.S. Department of Health and Human Services, and is a past president of the Colorado Society of Association Executives. He is a graduate of Drake University with a bachelor’s degree in journalism.