Board of Governors

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The Board of Governors is the most senior corporate body, with ultimate responsibility for the strategy and the management of the organization.

Read an overview of the board of governors (PDF).

Board Committees

Governors and other member-volunteers serve in a variety of roles critical to the governance of CFA Institute. 

Board Policies and Documents

Board of Governors

Executive Chairs

Board Chair, Jenkins, Robert, FSIP

Robert Jenkins

London Business School
Regent's Park
London NW1 4SA
United Kingdom

Tel: +44 (0) 207000 8290

Robert Jenkins, FSIP, is a former banker, fund manager, and regulator. He is currently a teacher, board director, and public policy advocate. Jenkins spent 16 years running bank trading rooms followed by 18 years leading asset management organizations. [+]

Board Vice Chair, Brilliant, Heather, CFA

Heather Brilliant, CFA

First State Investments
10 East 53rd St. 21st Floor
New York, NY 10022 USA

Tel: +1 212 497 9976

Heather Brilliant, CFA, is managing director Americas of First State Investments. In this role, she is responsible for expanding First State's market presence across the Americas. From 2014-2017, she was chief executive officer of Morningstar [+]

Board Past Chair, Lebel, Frederic P., CFA

Frederic P. Lebel, CFA

HFS Hedge Fund Selection S.A.
Chemin des Rannaux 5
1297 Founex

Tel: +41 (22) 776 86 33

Frederic P. Lebel, CFA, has been co-CEO and CIO of OFI MGA and owner of HFS Hedge Fund Selection S.A., based in Geneva, since 2008. Prior to this, he had been an executive vice president at Lombard Odier & Cie in Geneva in charge of hedge fund [+]

Committee Chairs

CFA Institute President, Smith, Paul, CFA

Paul Smith is President and CEO of CFA Institute.

CFA Institute
915 East High Street
Charlottesville, VA 22902 USA

Tel: +1 434 951 5300

Paul Smith leads CFA Institute and its more than 145,000 members worldwide in promoting the highest standards of education, ethics, and professional excellence in the investment profession for the ultimate benefit of society. Smith joined CFA Institute [+]

Audit & Risk Committee Chair, Nordin, Diane C., CFA

Diane C. Nordin, CFA

Diane C. Nordin, CFA, has over thirty-five years of experience in the investment industry. Currently, she is a Director of Fannie Mae (since 2013) where she serves as Chair of the Compensation Committee and member of the Audit Committee. Recently, she [+]

Society Partnership Advisory Council Co-Chair, Gamba, Daniel, CFA

Daniel Gamba, CFA

BlackRock, Inc.
55 East 52nd Street
New York, NY 10055

Tel: +1 (212) 810 3136

Daniel Gamba, CFA, is a managing director, the Global Head of Active Equity Product Strategy and a member of the Global Operating Committee and Human Capital Committee at BlackRock. Gamba is responsible for platform strategy, product development, and [+]

Investment Committee Chair, Singhania, Sunil, CFA

Sunil Singhania, CFA

Reliance Nippon Life Asset Management Ltd.
Reliance Centre, 7th Wing, South Wing
Near Prabhat Colony, Santacruz (East)
Mumbai Maharashtra, 400 055 India

Tel: +91 (22) 3303 7170

Sunil Singhania, CFA, is the Founder of Abakkus Asset Managers LLP; an India focused Asset Management Company he established in 2018. Prior to this, in his role as Global Head – Equities at Reliance Capital Ltd., he oversaw equity assets and provided [+]

Board Members

Bennett, Leah, CFA

Leah Bennett

10000 Memorial Drive
Houston, TX 77024

Tel: +1 832 200 0334

Leah Bennett, CFA, brings 25 years of experience serving private wealth clients. She joined Westwood Holdings in Houston, Texas, in 2016 and now serves as President of Wealth Management. Previously, she served as Co-Chief Investment Officer at South [+]

Lazberger, Mark, CFA

Mark Lazberger

Colonial First State Global Asset Mgmt.
Level 30, 52 Martin Place
Sydney, NSW 2000 Australia

Tel: +61 293 032 484

Mark Lazberger, CFA, is the chief executive officer for Colonial First State Global Asset Management (CFSGAM). In his role, Lazberger leads the global asset management business which is a wholly owned division of the Commonwealth Bank of Australia. The [+]

McLean, Colin, FSIP

Colin McLean

SVM Asset Management Ltd.
7 Castle Street
Edinburgh, EH2 3AH
United Kingdom

Tel: +44 (0) 131 226 6699

Colin McLean, FSIP, is CEO of SVM Asset Management Ltd., an independent fund management group based in Edinburgh, UK, which he founded in 1990. SVM specializes in UK, European, and global equities. Prior to founding SVM, McLean was managing director of [+]

Spentzos, George, CFA, FSIP

George Spentzos, CFA

LNG Capital LLP
Kingsbury House, 15-17 King Street
London SW1Y 6QU
United Kingdom

George Spentzos, CFA, FSIP, is a Director at LNG Capital, Board Member at CFA Institute and non-executive director at NOW Bank. Most recently, he was managing director at Société Générale in London. Prior to that, Spentzos ran the Portfolio Advisory [+]

Stout, Lynn

Lynn Stout

Cornell Law School
Myron Taylor Hall
Ithaca, NY 14853
United States

Tel: +1 (607) 255 8431

Lynn Stout is the Distinguished Professor of Corporate and Business Law at Cornell Law School. Stout is an internationally recognized expert in corporate governance, financial regulation, and moral behavior. She has published numerous articles and books, [+]

Tamim El Jarkass, Zouheir, CFA

Zouheir Tamim El Jarkass, CFA

Mubadala Development Company
Mamoura Buildings
Abu Dhabi, United Arab Emirates

Tel: +971 50 499 0250

Zouheir Tamim El Jarkass, CFA, is a human capital leader and a senior adviser for learning and development at Mubadala, a business development and investment company in the United Arab Emirates. He is also the chairman of the advisory board of the LAB [+]

Yu, Hua, CFA

Hua Yu, CFA

Morgan Stanley Huaxin Fund Management Company Ltd.
17F, Tower Two, Kerry Plaza
1 Zhongxinsi Road, Futian District
Shenzhen, P.R. China 518048

Tel: +86 (0) 755 8831 8801

Hua Yu, CFA, is Chairman of the Board at Morgan Stanley Huaxin Fund Management Co., Ltd., a joint venture that focuses on investing in stocks and bonds in China. Before his transfer to the joint venture in 2008, Yu served as Managing Director and Head of [+]