NEW YORK, Sept. 3, 2019 /PRNewswire/ -- CFA Institute,
the global association of investment management professionals,
announced that Margaret Franklin,
CFA, begins today as the organization's new President and CEO.
Diane Nordin, CFA, becomes Chair of
the Board of Governors, and Daniel
Gamba, CFA, now serves as Vice Chair of the Board of
Governors.
"I am very excited to be starting work this week and am truly
honored to assume the role of President and CEO of CFA Institute,"
said Franklin. "I value my long professional relationship with CFA
Institute and am both humbled and honored to lead this august body
of professionals."
Marg Franklin has been a leader
in the investment management industry for 28 years, most recently
as President of BNY Mellon Wealth Management in Canada and head of International Wealth
Management in North America. Her
deep practitioner experience has been gained at firms ranging from
large, global asset managers to start ups, including Marret Private
Wealth, State Street Global Advisors and Barclays Global Investors.
Her work has included advising individuals, families, pension
plans, endowments, foundations and government agencies.
Franklin's experience with CFA Institute also runs deep. In
fiscal 2011, Franklin was chair of the Board of Governors of CFA
Institute, which is a volunteer position, and is a member of CFA
Society Toronto, where she has also served on its board. She is a
founding member of the CFA Institute Women in Investment Management
Initiative, a past recipient of its Alfred C. Morley Distinguished
Service Award in 2014, and a member of its Future of Finance
Content Council.
Diane Nordin assumed the role of
Board Chair on Sept. 1, 2019, the
start of the new fiscal year at CFA Institute, succeeding
Heather Brilliant, CFA, who will
continue on the Board. Diamond Hill Capital Management recently
named Brilliant its new CEO.
"I look forward to working with Marg and her leadership team,
and our members around the world to continue our work on advancing
the highest standards of ethics, education and investment
profession excellence," said Nordin. "The CFA charter is the only
global credential in investment management, and we remain committed
to developing future professionals, furthering the professional
success of our members, and building a better financial industry
for the ultimate benefit of society."
Nordin brings more than 35 years of experience in the investment
industry to her position as Chair of the Board of Governors, having
previously served as Vice Chair. She is Vice Chair of Fannie Mae,
where she serves as chair of the Compensation Committee and a
member of the Audit and Executive Committees. She serves on the
Principal Financial Group Board and is also on the Board of
Directors at Antares, a spinout of GE Capital. Nordin is a former
partner of Wellington Management Company LLP, where she held
numerous global leadership positions, including director of fixed
income, director of global relationship management, and director of
fixed income product management. She has served on the CFA
Institute Board for three years, currently chairs the
Executive Committee and previously chaired the Audit and Risk
Committee and CEO Search Committee. She holds a bachelor's degree
from Wheaton College.
Daniel Gamba, now Vice Chair, is
a Managing Director, Global Head of Active Equity Product Strategy
and a member of the Global Operating and Human Capital Committees
at BlackRock. Gamba is responsible for platform strategy, product
development, and business activities to drive growth across Active
Equities in the Americas, EMEA and Asia-Pacific. Prior to this role, Gamba was
Head of iShares Americas Institutional Business and co-Head of US
iShares where he led business strategy, client service and business
development for iShares ETFs in the Americas. Gamba joined Barclays
Global Investors (BGI) in 2000, before its merger with BlackRock in
2009. At BGI, he was the CEO of the Latin
America and Caribbean
business. Prior to BGI, Gamba was a consultant with AT Kearney's
financial institutions group and worked at Procter & Gamble in
Latin America. At CFA Institute,
Gamba serves as Chair of the Audit and Risk Committee and
previously as co-Chair of the Society Partnership Advisory Council.
Previously he was a member of the Executive Advisory Board of the
Education Advisory Committee and of the Claritas Advisory
Committee. Gamba is also co-Chair of Somos Latinx network at
BlackRock and is a board member of Northwestern University's Alumni Association. Gamba
earned a BS degree in industrial engineering from Pontificia
Universidad Católica del Perú and an MBA in finance and economics
from the Kellogg School of Management at Northwestern University.
Board of Governors Roster
The FY2020 CFA Institute Board of Governors comprises a diverse
group of 15 members – more than 50 percent of whom are women – who
reside in eight countries, namely: Australia, Canada, China, India,
Malaysia, United Arab Emirates, United Kingdom, and the United States. The CFA Institute
membership elects officers for a one-year term and governors for a
three-year term that runs from Sept. 1 to
Aug. 31. The full list of Board members for the new term
is:
- Diane Nordin, CFA, (United States), Wellington Management Company
LLP (retired)
- Daniel Gamba, CFA, (United States), BlackRock Inc.
- Leah Bennett, CFA, (United States), Westwood Trust
- Alex Birkin (United Kingdom), EY
- Heather Brilliant, CFA,
(United States), Diamond Hill
Capital Management
- Robert Bruner, DBA,
(United States), University of Virginia
- Dan Fasciano, CFA, (United States), BNY Mellon
- Margaret Franklin, CFA
(Canada), President and CEO,
CFA Institute
- Yu Hua, CFA, (China), Morgan Stanley Huaxin Management
Company Ltd.
- Punita Kumar-Sinha, PhD, CFA,
(India/United States), Pacific Paradigm Advisors
LLC
- Karina Litvack (United Kingdom), non-executive Director, Eni
s.p.a.
- Geoffrey Ng, CFA, (Malaysia), Fortress Capital Asset
Management
- Tricia Rothschild, CFA
(United States) Chief Product
Officer, Morningstar
- Zouheir Tamim El Jarkass, CFA, (United Arab Emirates), Mubadala Development
Company
- Maria Wilton, CFA, (Australia), Director, Victorian Funds
Management Corporation
CFA Institute
CFA Institute is the global association
of investment professionals that sets the standard for professional
excellence and credentials. The organization is a champion of
ethical behavior in investment markets and a respected source of
knowledge in the global financial community. Our aim is to create
an environment where investors' interests come first, markets
function at their best, and economies grow. There are more than
168,000 CFA charterholders worldwide in 164 markets. CFA Institute
has nine offices worldwide and there are 157 local member
societies. For more information,
visit www.cfainstitute.org or follow us on Twitter at
@CFAInstitute and on Facebook.com/CFAInstitute.
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SOURCE CFA Institute