Nominating Committee

Reference Materials

CFA Institute Bylaws - Nominating Process and Election

View Article 9 (PDF)

Nominating Committee Charter

View charter (PDF)

Established by the Bylaws of CFA Institute, the Nominating Committee is tasked with:

  • carrying out the responsibilities delegated by the Board of Governors relating to the processes and procedures for Governor nominations, in accordance with and subject to the Bylaws that may be amended from time to time;
  • identifying, vetting, and nominating qualified candidates for governor and officer positions of CFA Institute, in accordance with and subject to the Bylaws; and
  • supporting the CFA Institute leadership position in the investment profession by recognizing individuals whose achievements, examples, or contributions have helped raise the standards of education, integrity, and professional excellence.

Contact the Nominating Committee
Heather Brilliant

Heather Brilliant CFA

Chair

President and CEO, Diamond Hill Capital Management, Inc.

Member of CFA Society New York

Heather Brilliant, CFA, is president and CEO of Diamond Hill Capital Management, a boutique listed investment manager based in Columbus, Ohio. Prior to this, she was chief executive officer, Americas, at First State Investments, a global investment management firm headquartered in Sydney, Australia. Prior to joining First State Investments in 2017, she spent 14 years at Morningstar, in roles including chief executive officer of Morningstar Australasia and global head of equity and corporate credit research. Previously, Heather spent several years as an equity research analyst for Coghill Capital Management and Driehaus Capital Management. She has covered a variety of sectors, including pharmaceuticals, biotechnology, business services, and retail. She started her finance career at Bank of America as a corporate finance analyst covering the auto industry. Heather holds a bachelor’s degree in economics from Northwestern University and a master’s degree in business administration from the University of Chicago Booth School of Business. She also holds the Chartered Financial Analyst® designation and is immediate past chair of the CFA Institute Board of Governors and past chair of the CFA Society of Chicago.

Lamees Al-Baharna, CFA

Lamees Al-Baharna CFA

Chief Risk Officer, Oman Arab Bank

Member of CFA Society Bahrain

Alexander Birkin

Alexander Birkin

Global Wealth and Asset Management Consulting Leader, EMEIA Wealth and Asset Management Industry Leader, Ernst & Young LLP

Member of CFA Society United Kingdom

Alex Birkin is the EY Global Wealth and Asset Management Consulting Leader and EMEIA Wealth and Asset Management Industry Leader. He is responsible for all of the services EY delivers to the Wealth Management, Asset Management, Alternatives and Asset Servicing sectors (WAM) in EMEIA and for the consulting services globally. Mr. Birkin is a member of the EY Global WAM Executive Committee, Global Consulting Extended Leadership team and EMEIA FSO Leadership team. Mr. Birkin joined EY in 1997 as a graduate and after 8 years became a partner in 2005. He has been advising the Wealth and Asset Management industry for over 20 years. Mr. Birkin provides advice and consulting services to Boards and Executive Management teams in the industry across a number of disciplines including strategy, business model transformation, digital transformation, technology, transaction integrations, growth strategies, cost reduction, regulatory driven business change and risk management. Mr. Birkin’s clients include global and boutique Asset Managers, Private Banks, Wealth Managers, Alternative Managers and Investor Services firms based in EMEIA, the US, Asia and Japan. In addition to serving clients, Mr. Birkin has provided industry advice to HM Treasury, Investment Trade Associations and Regulators. He regularly publishes articles on industry trends, thought leadership on the next evolution of the industry and is regularly asked to present at leading industry conferences in Europe, Middle East, Asia and the US.

Diane Nordin

Diane C. Nordin CFA

Director, Federal National Mortgage Association

Member of CFA Society Boston

Diane C. Nordin, CFA, is a director at Fannie Mae and Antares Capital and a former partner at Wellington Management Company. At Wellington, she held several roles—including director of fixed income, director of global relationships management, and director of fixed-income management—and served on numerous committees. Previously, Nordin worked at Fidelity Investments and Putnam Advisory Company. She is a trustee of Wheaton College and a board member of Massachusetts College of Art and Design Foundation and the Appalachian Mountain Club. Nordin is a member of the CFA Society Boston and a graduate of Wheaton College.

David M. Smith CFA

Professor, University at Albany (SUNY); Director, Center for Institutional Investment Management

Member of CFA Society New York

Susan Williams, CFA

Susan Williams CFA

Chief Financial Officer, Tulsa Federal Credit Union

Member of CFA Society Oklahoma

Awards Philosophy and Recipients

Learn more about CFA Institute Awards

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