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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
Jennifer Garbowicz

Jennifer R. Garbowicz CFA, CIPM

Co-Chair

Private Client Advisor, Senior Vice President, Bank of America Private Bank

Member of CFA Society Tampa Bay

Pieter van Putten

Pieter van Putten CFA

Co-Chair

Ahlstrom Invest

image of Lindsey Matthews

Lindsey Matthews CFA, CIPM

Chief Risk Officer, USS Ltd.

Member of CFA Society United Kingdom

photo

Oyebanji Fehintola CFA

Co-Chair

Senior Director, Africa Finance Corporation

Member of CFA Society Nigeria

image of Vipin Mayar

Vipin Mayar MBA

Executive Vice President, Head of AI Innovation, Fidelity Investments

image of Greg Filbeck

Greg Filbeck CFA, CIPM

PCR Appointment

Director, Black School of Business Samuel P. Black III Professor of Finance and Risk Management Penn State Erie, the Behrend College

Member of CFA Society Pittsburgh

image of Chris Dreyer

Chris Dreyer CFA

Western Europe

Member of CFA Society Switzerland

Image of Inna-Zorina

Inna Zorina CFA

APAC North and Oceania

Randi Tolber

Randi Tolber CFA

Head, Global Society Relations, CFA Institute

Head, Global Society Relations, CFA Institute

Governance

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