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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
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Pamela G Yang CFA, CPA, CGMA

Governor

Managing Director, Chief Operating Officer, The Bulfinch Companies, Inc.

Member of CFA Society Boston

Pamela is Chief Operating Officer of The Bulfinch Companies, Inc., a commercial real estate company with a history of nearly nine decades in Boston, Massachusetts. In her role, Pamela oversees daily operations, including guiding strategic planning, providing oversight and working closely with various teams and Bulfinch ownership. In addition, Pamela plays a key role in leading the development and implementation of the firm’s culture, sustainability objectives and diversity, equity and inclusion initiatives. Pamela is a member of several Internal committees that collaborate across departments to advance the firm’s mission including the Investment, Asset Management, Valuation, Technology and DEI Committees. Recognized as a key leader, mentor, and role model, in 2022, Pamela was the recipient of the Globe Street’s Women of Influence Award in the Corporate Executive category.

Prior to joining Bulfinch, Pamela was Managing Director, Head of Charitable Asset Management at State Street Global Advisors, where she leads a team that oversees investment and administration for over $3B in endowment and charitable assets. Pamela also spent 18 years as SVP, Head of Trust Investments and Operations at Harvard Management Company, where she oversees the Trusts and Gifts group in fulfilling the fiduciary responsibilities for Harvard University’s investment assets and trusts.

In addition to the CFA Charter, Pamela holds a Chartered Global Management Accountant designation and is a Certified Public Accountant since 1998.

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

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Oyebanji Fehintola CFA

Co-Chair

Senior Director, Africa Finance Corporation

Member of CFA Society Nigeria

Banji is a Senior Director and Head of Treasury & Financial Institutions at Africa Finance Corporation (AFC), a pan-African multilateral development finance institution created by sovereign African states to provide solutions to Africa’s infrastructure deficit. In his role, he oversees the management of AFC’s balance sheet with total assets of about US$8.5 billion as at end of 2021. He leads the implementation of AFC’s annual funding program in the international capital markets. He is also responsible for AFC’s financial institutions and trade business as well as the investor relations function. Banji joined AFC in January 2008 as the pioneer Treasurer of the Corporation, and he was instrumental in setting up the corporation’s treasury function and leading AFC to become one of the leading African credits in the international loan and debt capital markets. Banji has over two decades of experience in banking, advisory, and capital markets.

Banji has led several landmark funding transactions for AFC, raising over US$10 billion in funding for the corporation since 2015. He manages AFC’s relationship with its rating agencies, global relationship banks, central banks, investors, and asset managers. Prior to joining AFC, Banji worked with the Fixed Income, Currencies, and Commodities team of Citibank Nigeria and the Tax and Business Advisory Division of former Arthur Andersen.

Banji is a past board member and president of CFA Society Nigeria. He is a frequent speaker at global conferences on capital markets, and he also spends a considerable amount of his time teaching finance-related courses and mentoring young investment professionals.

Banji has a Bachelor’s degree in Economics from the University of Ibadan, Nigeria, an MPhil degree in International Finance from the University of Glasgow, United Kingdom, and an MPhil degree in International Business from the International School of Management, Paris. In addition to being a CFA charterholder, Banji is also a Chartered Accountant.

George Chen

George Chen CFA

PCR Appointment

Manager, Red Tortoise, LLC

Member of CFA Society Atlanta

Mahmoud Nawar

Mahmoud Nawar CFA

PCR Appointment

Vice President, Dept Capital Markets, GIB Capital

Member of CFA Society Bahrain

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Jason Lee CFA

PCR Appointment

Director, Atticus Capital Managers Sdn Bhd

Member of CFA Society Malaysia

Randi Tolber

Randi Tolber CFA

Head, Global Society Relations, CFA Institute

Head, Global Society Relations, CFA Institute

Governance