Society Partnership Advisory Council
Society Partnership Advisory Council CharterView 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.
President of Wealth Management, Westwood Holdings Group, Inc
Member of CFA Society Houston
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 Texas Money Management in San Antonio. In that role, she shared responsibility for the investment strategies of the firm. Prior to that, Bennett was a managing director and chief investment officer at King Investment Advisors, Inc., and a research analyst for Capital Research & Management. She has served as the CFA Institute President’s Council representative for the South Central United States and Latin America and as president and director of CFA Society Houston. Bennett is a co-founder of the CFA Institute Women in Investment Management initiative and the CFA Institute Global Research Challenge of the Southwest. She is a board member of the Wright Fund Oversight Board at Rice University and serves on the Advisory Council of Executives (ACEs) at the Bill Greehey School of Business at St. Mary’s University. Bennett received her BS in economics from Texas A&M University.
Manager, Treasury & Deputy City Treasurer, City of Calgary
Member of CFA Society Calgary
Funds and Portfolios Manager, Qatar National Bank
Member of CFA Society Romania
Managing Director, Member Value and Society Relations, CFA Institute
As managing director of Member Value and Society Relations, Emily Dunbar brings together relationship management for both members and societies. Dunbar is an experienced and creative leader with a strong record of success in building high-performing, international teams in the financial services and not-for-profit sectors. In her 10 years at CFA Institute, Emily has developed an unerring sense of what matters to our members and our society partners and is aligning those interests to advance our shared mission. Prior to joining CFA Institute, Dunbar was a fundraiser for non-profits in the UK social welfare sector, including AddAction and Centrepoint. She has also worked in property management and the reinsurance industry. Dunbar holds a BA (Hons) degree in French Language and Literature from University College London (UCL). She is an alumna of the General Management Program at Harvard Business School.
Principal, Sabal Trust Company
Member of CFA Society Tampa Bay
Non-Executive Director, Eni S.p.A.; Non-Executive Director, Business for Social Responsibility Chairman, Tainted Assets Initiative; Co-Founder, Climate Governance Initiative
Karina Litvack serves on a number of boards and advisory bodies in the UK, Italy, and the US, following a 25-year career in finance and investment management, where she developed a particular expertise in corporate governance, business ethics and sustainability. She serves as an independent non-executive director on the Board of Italian oil & gas company Eni SpA, currently on the Control & Risks Committee and the Sustainability & Scenarios Committee, having previously also been a member of the Compensation Committee. She also serves on the Board of Directors of Business for Social Responsibility (BSR); the Senior Advisory Panel of oil & mining sector consultant Critical Resource; the Global Advisory Council of boutique investment bank Cornerstone Capital Inc.; the Advisory Council of private equity firm Bridges Fund Management Ltd.; and the Transparency International-UK Advisory Council.
Until 2013, Karina ran the Governance and Sustainable Investment activities of UK asset manager F&C Investments*, focusing on equity research, shareholder activism and public policy engagement.
A dual Canadian and French national, Karina holds an MBA in Finance and International Business from Columbia University Graduate School of Business in New York and a BA in Political Economy from the University of Toronto.
* now BMO Global Asset Management, a unit of the Bank of Montreal
Head, Global Society Relations, CFA Institute