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Society Partnership Advisory Council

Reference Materials

Society Partnership Advisory Council Charter

View charter (PDF)

The purpose of the Society Partnership Advisory Council (the “Council”) is established by the Board of Governors (the “Board”) to assist CFA Institute with the followings matters related to CFA Societies:

  • Facilitate the alignment between CFA Institute and CFA societies that is critical in advancing our mission globally and delivering value to our members.
  • Establish a unified voice on CFA Society related matters in order to represent CFA Society interests to the Board.
  • Ensure continued strength in the relationship between CFA Institute, the Presidents Council, and CFA Societies.
  • Provide feedback and guidance on CFA Society business to the Board, Presidents Council, CFA Institute staff, and CFA Societies.

Contact the Society Partnership Advisory Council
Daniel J. Fasciano, CFA

Dan Fasciano CFA

Co-Council Chair, Governor

Director, GW&K Investment Management

Member of CFA Society Boston

Dan Fasciano, CFA is a Director at GW&K Investment Management, a $58 billion asset manager headquartered in Boston, Massachusetts. In his role, Dan is responsible for strategic leadership and growth of GW&K’s private wealth management practice.

Before joining GW&K in June 2021, Mr. Fasciano spent more than 10 years at BNY Mellon Wealth Management, most recently as National Director of Portfolio Management where he was a member of the firm's Investment Strategy Committee and chaired its National Account Review Committee.

Prior to BNY Mellon, Mr. Fasciano served as the Treasury Director for the State of Florida and 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. He received his BA from the University of New Hampshire and his MBA from Boston University. In addition to the CFA designation, Dan also maintains the Chartered Market Technician (CMT) and Charted Alternative Investment Analyst (CAIA) designations.

aaron brown bio photo

Aaron Brown CFA

Co-Council Chair, Presidents Council Chair

Manager, Treasury & Deputy City Treasurer, City of Calgary

Member of CFA Society Calgary

Marshal Bailey

Marshall Bailey CFA

Governor

Professional Non-Executive Director on the boards of London Stock Exchange Group (LSEG), LCH Group (Chairman), UK Financial Services Compensation Scheme (Chairman), CIBC World Markets PLC (Chairman), and Representative of the Saudi Public Investment Fund on the Board of National Commercial Bank

Member of CFA Society United Kingdom

Marshall has substantial experience of leading complex international committees and boards. His background spans a range of sectors, including banking and capital markets, insurance, and government regulation. He has a career in finance spanning over 30 years on three continents, and remains active at Group Board level. In June 2018 he was made an Officer of the Most Excellent Order of the British Empire (OBE) for his contribution to financial services, and to charity.

Marshall Bailey is Chairman of MUFG Securities EMEA and he is also Chair of the Financial Services Compensation Scheme, as appointed by the FCA and Bank of England. He is also the non-executive Chairman of CIBC World Markets Plc in London. Finally, he is a Representative of the Saudi Arabian Public Investment Fund on the board of the largest bank in the Kingdom, National Commercial Bank, Jeddah, where he Chairs the Group Risk Committee. In combination, this gives him substantial investment banking and regulatory leadership experience at an international level.

Recently he has stepped down as Chairman of LCH Group Holdings, the world’s largest derivatives central clearing house, and sits on the Board of its parent, the London Stock Exchange Group. On these boards he has Chaired or been a member of the Nominations Committee, Remuneration Committee. Additionally, he is a non-executive Director and Chair of the Risk Committee of Chubb European Group Insurance Ltd. He has been an Independent Director on the board of UK Financial Investments Ltd (UKFI), the government body overseeing the UK government's ownership of banking assets after the 2008 financial crisis.

Marshall holds a BA in Political Science from the University of Winnipeg, a Master of Arts in International Affairs and History from the Graduate Institute of International and Development Studies in Geneva, Switzerland and is a Chartered Financial Analyst. He has also completed the FT Non-Executive Directors' Diploma. In his spare time, Marshall sails and is a qualified Ocean Yachtmaster with the Royal Yachting Association. He also buys himself a new putter each year in his endless pursuit of lower golf scores.

Joshua Howard

Joshua Howard CFA

Presidents Council Vice Chair

Head, Global Institutional Product, RBC Global Asset Management (U.S.) Inc.

Randi Tolber

Randi Tolber CFA

Head, Global Society Relations, CFA Institute

Head, Global Society Relations, CFA Institute

Governance