New Leadership at CFA Institute

Marg Franklin assumes role of CEO and President; New Board Members Announced

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.

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.

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.

Press Release (English)

Medienmitteilung (German)

Communiqué de presse (French)

 

Please follow and like us:
X
X
X
X
X