Board of Trustees
Chair
John J. Nagorniak, CFA
Foxstone Financial Inc.
1600 Boston Providence Hwy.
Walpole, MA 02081
Tel: +1 (508) 660-0088
Fax: +1 (360) 234-8396
jjn@alumni.princeton.edu
Audit Chair
Francis Longstaff, CFA
UCLA Anderson School of Management
Allstate Professor of Insurance and Finance
110 Westwood Plaza
Box 951481
Los Angeles, CA 90095-1481
Tel: +1 (310) 825-2218
Fax: +1 (310) 206-5455
francis.longstaff@anderson.ucla.edu
Research Chair
John D. Freeman
Freeman Assoc. Investment Management LLC
12255 El Camino Real, Suite #200
San Diego, CA 92130
Tel: +1 (858) 779-9800
Fax: +1 (858) 779-9810
clarkerg@ensignpeak.org
Executive Director
Robert R. Johnson, CFA
CFA Institute
PO Box 3668
Charlottesville, VA 22903
Tel: +1 (434) 951-5255
Fax: + 1 (434) 951-5220
bob.johnson@cfainstitute.org
Jean L.P. Brunel, CFA
Brunel Associates
5600 Parkwood Lane
Edina, MN 55436-1730
Tel: +1 (952) 933-3580
Fax: +1 (952) 933-3590
jean@brunelassociates.com
Thomas B. Welch, CFA
Well Capital Management
50 South Sixth Street, 12th Floor
Minneapolis, MN 55479
Tel: +1 (612) 667-3638
Fax: +1 (612) 667-0127
thomas.b.welch@wellscap.com
William Fung
London Business School
Regent's Park
London
NW1 4SA
United Kingdom
Tel: +44 (20) 7000-8224
James P. Garland, CFA
The Jeffrey Company
88 East Broad Street
Columbus, OH 43215-3506
Tel: +1 (614) 221-6115
Fax:
jgarland@jeffreyco.com
W. Van Harlow III, CFA
Fidelity Investments
82 Devonshire St., MZ E14E
Boston, MA 02109
Tel: +1 (617) 563-2673
Fax: +1 (617) 476-6178
van.harlow@fmr.com
Julie Hudson, CFA
UBS
1 Finsbury Avenue
London EC2M 2PP
United Kingdom
Tel: +44 (20) 7568-4632
Fax:
julie.hudson@ubs.com
Thomas M. Richards, CFA
Richards and Tierney Inc.
State Street Global Markets
State Street Financial Center
One Lincoln Street, 6th fl.
Chicago, IL 60604
Tel: +1 (312) 461-11009
Fax: +1 (312) 461-00011
thomas.richards@randt.com
Arnold S. Wood
Martingale Asset Management
222 Berkeley Street, 19th Floor
Boston, MA 02116
Tel: +1 (617) 424-4700
Fax: +1 (617) 424-4747
awood@martingale.com
Jeffrey J. Diermeier, CFA
(CFA Institute President and CEO)
CFA Institute
PO Box 3668
Charlottesville, VA 22903
Tel: +1 (434) 951-5300
Fax: +1 (434) 951-5302
jeff.diermeier@cfainstitute.org
Brian D. Singer, CFA
(CFA Institute Chair)
120 Euclid Avenue
Glencoe, IL 60022
briandsinger@comcast.net
Thomas B. Welch, CFA
(CFA Institute Vice Chair)
Wells Capital Management
50 South Sixth Street, 12th Floor
N9402-122
Minneapolis, MN 55479
Tel: +1 (612) 667-3638
Fax: +1 (612) 667-0127
Frank K. Reilly, CFA (emeritus)
University of Notre Dame
307 Mendoza College of Business
Notre Dame, IN 46556-0399
Tel: +1 (574) 631-6393
Fax: +1 (574) 631-5255
frank.k.reilly.1@nd.edu
Fred H. Speece, Jr., CFA (emeritus)
Speece Thorson Capital Group Inc.
225 South Sixth Street, Ste. 2575
Minneapolis, MN 55402-4648
Tel: +1 (612) 338-7043
Fax: +1 (612) 338-7451
fspeece@stcapital.com
Research Director
Laurence B. Siegel
The Ford Foundation
320 East 43rd St.
New York, NY 10017
Tel: +1 (212) 573-5347
Fax: +1 (212) 351-3665
l.siegel@fordfound.org
Secretary
Tina Sapsara
CFA Institute
PO Box 3668
Charlottesville, VA 22903
Tel: +1 (434) 951-5556
Fax: +1 (434) 951-5370
tina.sapsara@cfainstitute.org
Treasurer
Timothy G. McLaughlin, CFA
CFA Institute
PO Box 3668
Charlottesville, VA 22903
Tel: +1 (434) 951-5230
Fax: +1 (434) 951-5239
tim.mclaughlin@cfainstitute.org
