CFA Institute, the global association of investment management professionals, announced that Margaret Franklin (pictured), CFA, began yesterday 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 September 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.”
