Investment Committee CharterView charter (PDF)
The Investment Committee carries out the responsibilities delegated to it by the Board of Governors regarding the strategic direction and oversight of the CFA Institute financial reserves, with the objective of protecting the financial position of CFA Institute and supporting its mission and goals.Contact the Investment Committee
National Director of Portfolio Management, BNY Melon
Member of CFA Society Boston
Dan Fasciano, CFA, is national director of portfolio management at BNY Mellon Wealth Management. He has been with the firm since 2010. In this role, Mr. Fasciano is a member of the firm's Investment Strategy Committee and chairs its National Account Review Committee. Prior to this role, he worked closely with the firm's larger, more sophisticated families on all phases of their investments. Prior to re-joining BNY Mellon, Mr. Fasciano served as the treasury director for the state of Florida where he was responsible for all investment activities related to the state's $16 billion portfolio. He was also head of the U.S. investment office for UK-based Aviva Investors. Mr. Fasciano formerly served as the chair of the CFA Institute Presidents Council and as the Presidents Council representative for the Eastern United States. He is a past board member and chair of CFA Society Boston. Mr. Fasciano received his BA from the University of New Hampshire and his MBA from Boston University. In addition to the CFA designation, he also holds the Chartered Market Technician (CMT) and Chartered Alternative Investment Analyst (CAIA) designations.
Managing Director, EMEA region, Advocacy and Research, CFA Institute
Gary Baker joined CFA Institute as managing director for Europe, Middle East, and Africa (EMEA) in September 2016. Based in London, Baker aims to strengthen the voice of CFA Institute to institutions, member societies, universities, regulators, and institutional partners in the region. He is responsible for supporting CFA Institute policy development in EMEA, advancing the impact of advocacy efforts, and supporting EMEA member societies in delivering value to members and candidates. He also has a key focus on increasing charterholder commitment to continuing education.
Baker is responsible for advocacy and research functions across CFA Institute, incorporating financial reporting and ethics education, including the Financial Analysts Journal, the Future of Finance initiative and the Research Foundation.
Baker has been engaged in financial market investment research for the past 30 years with a highly successful track record in a wide range of sell-side strategic, analytic, and management roles. He previously worked at Merrill Lynch for 20 years in a number of global roles, including as managing director, chief European equity strategist, and most recently was deputy head of research with Jefferies in London. During his career, Baker has been a leader in country, regional, and global roles across Europe, Asia, Australia, and the United States.
He holds a master's degree in geography from Cambridge University and earned his CFA charter in 1997.
Head, Global Private Wealth Management, CFA Institute
Member of CFA Society New York
Bob Dannhauser, CFA, FRM, CAIA, is the Head of Global Private Wealth Management at CFA Institute. In this role, Bob is responsible for initiatives related to private wealth management, including content development for private wealth management practitioners. Bob has more than twenty years' experience as an institutional investment marketer and client portfolio manager, having worked with a wide variety of corporate, public, union, high net worth, and eleemosynary investment funds. He is the former chair of the New York Society of Security Analysts' Socially Responsible Investment committee, where as a volunteer he was responsible for producing a variety of seminars and presentations related to use of ESG factors in the investment process.
Ex-Officio & Executive Contact
Interim CFO, CFA Institute
As interim CFO, Jeff Knighton leads the treasury, business planning and analysis, and finance and operations teams. He is responsible for the financial leadership of CFA Institute and for contributing to the organization’s strategic evolution and global expansion. Knighton is based in Charlottesville, Virginia. During his more than 20 years of experience in finance, Knighton served in various financial leadership positions within global organizations. Prior to joining CFA Institute in August 2017 as controller, Knighton served as senior finance manager and worldwide operations finance controller for Micron Technology, Inc., based in Singapore. In addition, he has held finance positions at JPMorgan Chase & Co., LexisNexis, and Allstate Insurance Company. Knighton holds an MBA from Virginia Tech and a BS degree in Finance from Radford University. In addition, he is a licensed CPA in the state of Virginia.
Investment Professional & Board Member. Independent Director, Infosys, JSW Steel, Bharat Financial & Others. Managing Partner, Pacific Paradigm Advisors Boston/India
Member of CFA Society Boston
Punita Kumar-Sinha, PhD, CFA, has focused on investment management and financial markets during her 30-year career. She also has significant governance and Board experience across India and North America. Ms. Kumar-Sinha has been investing in emerging markets since the late 1980s and pioneered some of the first foreign investments in the Indian subcontinent in the early 1990s. Currently, she is the Founder and Managing Partner, Pacific Paradigm Advisors, an independent investment advisory and management firm focused on Asia. She serves as an Independent Director and Senior Advisor for several companies in India. Prior to this, Ms. Kumar-Sinha was a Senior Managing Director of Blackstone and the Head & Chief Investment Officer of Blackstone Asia Advisors. Ms. Kumar-Sinha was also the Senior Portfolio Manager and CIO for The India Fund (NYSE: IFN), one of the largest India funds in the US, for almost 15 years; during this time, she managed several Asia funds as well. Prior to joining Blackstone, Ms. Kumar-Sinha was a Managing Director and Senior Portfolio Manager at Oppenheimer Asset Management Inc. and CIBC World Markets, where she also managed India and Asia funds. She has also worked at Batterymarch (a Legg Mason company), Standish Ayer & Wood (a BNY Mellon company), JP Morgan, and IFC/World Bank. Ms. Kumar-Sinha is frequently featured in the media and at global conferences as an expert commentator on Asian capital markets and women’s issues. She has also anchored many TV shows on major economic trends, key policy issues for India, and global capital markets. Ms. Kumar-Sinha has a PhD and a master’s in Finance from the Wharton School, University of Pennsylvania. She received her undergraduate degree in Chemical Engineering with Distinction from the Indian Institute of Technology, New Delhi. She has an MBA and is a CFA charterholder. Ms. Kumar-Sinha is a member of CFA Institute, a member of the Boston Security Analysts Society, a TiE Charter Member, and a member of the Council on Foreign Relations. Ms. Kumar-Sinha has been awarded the Distinguished Alumni Award from IIT Delhi.
Treasurer, CFA Institute
Principal, Portfolio Manager, RMH Investment Management LLC
Member of CFA Society Tucson