CFA INSTITUTE

Company number FC023596

79 officers / 65 resignations

LANGE, Joseph

• Correspondence address: 1563 Braod Crossing Raod, Charlottesville, Virgina 22911, United States
• Role (Active): Secretary
• Appointed on: 6 December 2001
• Nationality: American

BAILEY, Marshall Charles

• Correspondence address: 915 East High Street, Charlottesville, Virginia, United States, 22902
• Role (Active): Director
• Date of birth: June 1966
• Appointed on: 1 September 2020
• Nationality: British
• Country of residence: United Kingdom
• Occupation: None

BRUNER, Robert Frank

• Correspondence address: 915 E High Street, Charlottesville, Virginia 22902, United States
• Role (Active): Director
• Date of birth: October 1949
• Appointed on: 1 September 2018
• Nationality: American
• Country of residence: United States
• Occupation: None

FASCIANO, Daniel John

• Correspondence address: 915 E High Street, Charlottesville, Virginia 22902, United States
• Role (Active): Director
• Date of birth: September 1966
• Appointed on: 1 September 2018
• Nationality: American
• Country of residence: United States
• Occupation: None

FRANKLIN, Margaret E.

• Correspondence address: 915 East High Street, Charlottesville, Virginia, United States, 22902
• Role (Active): Director
• Date of birth: May 1965
• Appointed on: 2 September 2019
• Nationality: Canadian
• Country of residence: United States
• Occupation: None

FUNG, Geoffrey Ng Ching

• Correspondence address: 915 E High Street, Charlottesville, Virginia 22902, United States
• Role (Active): Director
• Date of birth: August 1973
• Appointed on: 1 September 2018
• Nationality: Malaysian
• Country of residence: Malaysia
• Occupation: None

GAMBA, Daniel

• Correspondence address: Blackrock, Inc., 55 East 52nd Street, New York, New York 10055, United States
• Role (Active): Director
• Date of birth: September 1967
• Appointed on: 1 September 2015
• Nationality: British
• Country of residence: United States
• Occupation: Managing Director And Head Of Ishares Americas

KUMAR SINHA, Punita

• Correspondence address: 915 E High Street, Charlottesville, Virginia, United States, 22902
• Role (Active): Director
• Date of birth: May 1962
• Appointed on: 1 September 2018
• Nationality: American
• Country of residence: United States
• Occupation: None

LI, Yimei

• Correspondence address: 915 East High Street, Charlottesville, Virginia, United States, 22902
• Role (Active): Director
• Date of birth: May 1976
• Appointed on: 1 September 2020
• Nationality: Chinese
• Country of residence: China
• Occupation: None

LITVACK, Karina Audrey

• Correspondence address: 915 East High Street, Charlottesville, Virginia, United States, 22902
• Role (Active): Director
• Date of birth: December 1962
• Appointed on: 1 September 2019
• Nationality: Canadian,French
• Country of residence: England
• Occupation: None

NORDIN, Diane Carol

• Correspondence address: 67 Lombard Street, London, EC3V 9LJ
• Role (Active): Director
• Date of birth: September 1958
• Appointed on: 1 September 2016
• Nationality: American
• Country of residence: United States
• Occupation: None

ROTHSCHILD, Tricia

• Correspondence address: 915 East High Street, Charlottesville, Virginia, United States, 22902
• Role (Active): Director
• Date of birth: January 1967
• Appointed on: 1 September 2019
• Nationality: American
• Country of residence: United States
• Occupation: None

TAMIM EL JARKASS, Zouheir

• Correspondence address: Mubadala Development Company, Mamoura Buildings, Abu Dhabi, United Arab Emirates
• Role (Active): Director
• Date of birth: April 1962
• Appointed on: 1 September 2015
• Nationality: Canadian
• Country of residence: United Arab Emirates
• Occupation: Human Capital Leader And Senior Adviser For Lea

WILTON, Maria Louise

• Correspondence address: 8 Somme Parade, Edithvale, Victoria 3196, Australia
• Role (Active): Director
• Date of birth: October 1964
• Appointed on: 1 March 2018
• Nationality: Australian
• Country of residence: Australia
• Occupation: Director

AL-HAJERI, Saeed Mubarak Rashid

• Correspondence address: 67 Marina Villa, Abu Dhabi, United Arab Emirates
• Role (Resigned): Director
• Date of birth: November 1972
• Appointed on: 9 January 2008
• Resigned on: 31 August 2014
• Nationality: Uae
• Country of residence: United Arab Emirates
• Occupation: Executive Director

ANSON, Mark Jonathon

• Correspondence address: 4 St. Johns Wood Park, London, NW8 6QS
• Role (Resigned): Director
• Date of birth: June 1959
• Appointed on: 1 September 2007
• Resigned on: 31 August 2012
• Nationality: American
• Occupation: President/Nuveen

ARONSON, Theodore

• Correspondence address: 1234 Country Club Road, Gladywynne, Pennsylvania 19035-1418, Usa
• Role (Resigned): Director
• Date of birth: January 1952
• Appointed on: 6 December 2001
• Resigned on: 31 August 2005
• Nationality: American
• Occupation: Aronson & Partners

BALLOCCHI, Giuseppe

• Correspondence address: 60 Route Des Acacias, Geneva, Ch1211, Switzerland
• Role (Resigned): Director
• Date of birth: January 1960
• Appointed on: 1 September 2010
• Resigned on: 1 September 2016
• Nationality: Switzerland
• Country of residence: Switzerland
• Occupation: Head Financial Engineering And Risk

BENNETT, Leah Rebecca

• Correspondence address: Woodway Financial Advisors, 10000 Memorial Drice, Suite 650, Houston, Texas 77024, United States
• Role (Resigned): Director
• Date of birth: November 1968
• Appointed on: 1 September 2017
• Resigned on: 31 August 2020
• Nationality: American
• Country of residence: United States
• Occupation: Chief Operating Officer

BOOTH, Kathryn Ryan

• Correspondence address: Bear Stearns And Co, 383 Madison Avenue, 34th Floor, New York, New York 10179, United States
• Role (Resigned): Director
• Date of birth: November 1950
• Appointed on: 9 January 2008
• Resigned on: 31 August 2011
• Nationality: United States
• Occupation: Senior Managing Director

BOWMAN, Thomas

• Correspondence address: 1500 Piper Way, Keswick, Virginia 22947, Usa, IRISH
• Role (Resigned): Director
• Date of birth: December 1945
• Appointed on: 6 December 2001
• Resigned on: 31 August 2004
• Nationality: American
• Occupation: President

BRILLIANT, Heather

• Correspondence address: First State Investments, 10 East 53rd Street, 21 Floor, New York, New York 10022, United States
• Role (Resigned): Director
• Date of birth: October 1976
• Appointed on: 1 September 2013
• Resigned on: 31 August 2020
• Nationality: Australian
• Country of residence: Australia
• Occupation: Ceo

CARCANO, Alida

• Correspondence address: Via Xxv Aprile, 6a Condominio Villa Bruna, Cernobbio Como, 22012, Italy
• Role (Resigned): Director
• Date of birth: July 1967
• Appointed on: 1 September 2007
• Resigned on: 8 March 2008
• Nationality: Swiss
• Occupation: Ceo Credit Suisse

CARDON, Pierre

• Correspondence address: Sonnenweg 4, Basel, 4052, Switzerland, FOREIGN
• Role (Resigned): Director
• Date of birth: January 1960
• Appointed on: 1 September 2007
• Resigned on: 31 August 2012
• Nationality: Belgian
• Occupation: Bank For International Settlem

CHURCHILL, Dwight

• Correspondence address: Cfa Institute, 915 E High Street, Charlottesville, Virgina 22902, Usa
• Role (Resigned): Director
• Date of birth: December 1953
• Appointed on: 9 June 2014
• Resigned on: 19 January 2015
• Nationality: American
• Country of residence: Usa
• Occupation: President & Ceo, Cfa Institute

CHURCHILL, Dwight

• Correspondence address: 44 Gage Road, Redford, New Hampshire 03110, Usa
• Role (Resigned): Director
• Date of birth: December 1953
• Appointed on: 6 December 2001
• Resigned on: 19 January 2015
• Nationality: American
• Occupation: Fixed Income Division

CORLEY, Elizabeth Pauline Lucy

• Correspondence address: Allianz Global Investors, 199 Bishopsgate, London, United Kingdom, EC2M 3TY
• Role (Resigned): Director
• Date of birth: October 1956
• Appointed on: 1 September 2016
• Resigned on: 31 January 2018
• Nationality: British
• Country of residence: United Kingdom
• Occupation: None

DIERMEIER, Jeffrey D.

• Correspondence address: 109 S County Line Road, Hinsdale, Illinois, 60521, Usa
• Role (Resigned): Director
• Date of birth: October 1952
• Appointed on: 1 September 2007
• Resigned on: 31 December 2008
• Nationality: American
• Occupation: President/Ceo/Cfa Institute

DOHN, Frank

• Correspondence address: 31745 Agucate Road, San Juan Capitrano, California 92675-3005, Usa, FOREIGN
• Role (Resigned): Director
• Date of birth: March 1949
• Appointed on: 6 December 2001
• Resigned on: 31 August 2003
• Nationality: American
• Occupation: Mtual Funds

DUHAMEL, Vincent

• Correspondence address: 2 Wong Nai Chung Gap, \4b, Woodland Heights, Hong Kong
• Role (Resigned): Director
• Date of birth: January 1964
• Appointed on: 1 September 2007
• Resigned on: 8 March 2008
• Nationality: Canadian
• Occupation: Managing Director/Goldman Sach

DUHAMEL, Vincent

• Correspondence address: G/F 55 Plantation Road, Hong Kong, China, FOREIGN
• Role (Resigned): Director
• Date of birth: August 1964
• Appointed on: 6 December 2001
• Resigned on: 31 August 2008
• Nationality: Canadian
• Occupation: State Street Global Advisors

FARKAS, Denise

• Correspondence address: 540 Beacon Hill Drive, Chagrin Falls, Ohio 44022-2186, Usa
• Role (Resigned): Director
• Date of birth: July 1959
• Appointed on: 6 December 2001
• Resigned on: 31 August 2005
• Nationality: American
• Occupation: Individual Investment Counseli

FRANKLIN, Margaret E.

• Correspondence address: 133 Hogarth Avenue, Toronto, Ontario, M4k 1k5, Canada
• Role (Resigned): Director
• Date of birth: May 1965
• Appointed on: 1 September 2007
• Resigned on: 31 August 2012
• Nationality: Canadian
• Country of residence: United States
• Occupation: Kj Harrison & Partners

GHAYUR, Khalid

• Correspondence address: 61 Farrand Road, Princeton, New Jersey 08540-6770, Usa
• Role (Resigned): Director
• Date of birth: September 1961
• Appointed on: 6 December 2001
• Resigned on: 31 August 2004
• Nationality: Pakistani
• Occupation: Institutional Investment Couns

GRAVEL, Monique

• Correspondence address: 754 Upper Belmont, Westmount, Quebec H3y 1k4, Canada
• Role (Resigned): Director
• Date of birth: August 1956
• Appointed on: 6 December 2001
• Resigned on: 31 August 2007
• Nationality: Canadian
• Occupation: Analyst