Board of Governors

The Board of Governors is the most senior corporate body, with ultimate responsibility for the strategy and the management of the organization.

Board of Governors Overview

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Read minutes from past Board of Governors Meetings

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Board Committees

Governors and other member-volunteers serve in a variety of roles critical to the governance of CFA Institute. 

Board Policies and Documents

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Heather Brilliant

Heather Brilliant CFA

Board Chair

Managing Director, First State Investments

10 East 53rd Street, Floor 21
New York, NY 10022

+1-212-497-9976

Member of CFA Society New York

Heather Brilliant, CFA, is managing director, Americas of First State Investments. Previously, she served as chief executive officer of Morningstar Australasia, where she led a team of financial services professionals based in Australia and New Zealand. Brilliant has also been global director of equity and corporate credit research at Morningstar. She is vice chair of the CFA Institute Board of Governors and is a past chairman of CFA Society Chicago. Brilliant is co-author of Why Moats Matter: The Morningstar Approach to Stock Investing. Before joining Morningstar, she served as an equity research analyst for boutique investment firms. Brilliant received her bachelor’s degree in economics from Northwestern University and her master’s degree in business administration from the University of Chicago Booth School of Business.

Diane Nordin

Diane C. Nordin CFA

Board Vice Chair

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.

Professional head shot photograph of Robert Jenkins

Robert Jenkins FSIP

Board Past Chair

London Business School
Regent's Park
London NW1 4SA
United Kingdom

+44-0-207000-8290

Member of CFA Society United Kingdom

Robert Jenkins, FSIP, is an external member of the interim Financial Policy Committee of the Bank of England and an adjunct professor of finance at London Business School. Previously, he was CEO and managing partner of Combinatorics Capital, a global macro investment partnership. Prior to his position at Combinatorics, Jenkins served as chief executive and then as chairman at F&C Asset Management, plc. Earlier in his career, at Citibank, he was responsible for trading and sales in Dubai, Bahrain, Switzerland, and Japan. After his time at Citibank, he served as chief investment officer and head of the asset management business at Credit Suisse in Japan and later as chief operating officer for Credit Suisse Asset Management's activities in the U.K. and central and eastern Europe. Jenkins chaired the Investment Management Association of the U.K. and co-chaired, together with the Chancellor of the Exchequer, a high-level group focusing on the future of the asset management industry in Britain. He has also served on the Panel on Takeovers and Mergers, U.K.; as a senior advisor to CVC Capital Partners; and as an independent director of the Aberdeen All Asia Investment Trust. He is a frequent speaker at industry conferences and regular contributor of articles and letters to the financial press. Jenkins attended university in the U.S., France, and Italy and holds a master's degree from the Johns Hopkins School of Advanced International Studies.

Paul Smith, CFA

Paul Smith CFA

CFA Institute President

President and CEO, CFA Institute

915 E High Street
Charlottesville, VA 22902

23/F Man Yee Building
68 Des Voeux Road
Central, Hong Kong

+1-434-951-5300

Paul Smith leads CFA Institute in promoting the highest standards of education, ethics, and professional excellence in the investment profession. Smith joined CFA Institute in 2012 as Managing Director for Asia Pacific, overseeing its expansion into China and India. He later assumed the leadership of its Institutional Partnerships division, which is responsible for engagement with key firms, groups, and associations in the global investment industry. He was appointed president and CEO in January 2015. He brings extensive leadership experience in the investment management industry, having held a variety of positions in major financial centers over 30 years. Smith started his career in asset management at Ermitage International, an alternative funds management company, progressively taking up roles of increasing responsibility across Europe (London, Paris, and Dublin) over 11 years — the last seven as the firm’s CEO. Smith moved to Asia in 1996, just as the region began to take off, to join Bank of Bermuda in Hong Kong as Asia head of securities services. In 2001, he was promoted to global head of funds services. After HSBC’s acquisition of the bank in 2004, he served as HSBC’s global head of alternative funds administration working in Hong Kong and New York, where he was responsible for the delivery of services to 2,000 investment funds with more than US$250 billion of assets. He has also pursued entrepreneurial roles, most recently as founder and CEO of the Hong Kong-based hedge fund investment management firm Asia Alternative Asset Partners for six years prior to joining CFA Institute. Early in his career, he worked as an auditor at Pricewaterhouse in London. With more than 20 years of experience in Asia, Smith is active in the region’s investment community and has served on the boards of a number of Asia-based funds over the years. He is a CFA charterholder and a fellow of the Institute of Chartered Accountants of England and Wales. Smith holds a master’s degree in history from Oxford University.

Leah Bennett

Leah R. Bennett CFA

President of Wealth Management, Westwood Holdings Group, Inc

10000 Memorial Drive
Houston, TX 77024
USA

+1-832-200-0334

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.

Alexander Birkin

Alexander Birkin

Ernst & Young LLP

25 Churchill Place
Canary Wharf
London E14 5EY, United Kingdom

+44-0-20-7951-1751

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.

Robert Bruner

Robert F. Bruner DBA

University of Virginia, Darden School
817 Fendall Terrace
Charlottesville, Virginia 22903
USA

+1-434-924-3823

Robert Bruner is a University Professor at the University of Virginia and Distinguished Professor of Business Administration and Dean Emeritus of the Darden School of Business. He has also held visiting appointments at Harvard University and Columbia University in the United States, INSEAD in France, and IESE in Spain. He is the author, co-author, or editor of more than 20 books on finance, management, and teaching. A faculty member since 1982 and winner of leading teaching awards at the University of Virginia and within the Commonwealth
of Virginia, he teaches and conducts research in finance and management. As a financial economist, he is best known for his research on mergers and acquisitions, corporate finance, and financial panics. He is the author and co-author of over 300 teaching case studies and of Case Studies in Finance, now in its eighth edition. His book The Panic of 1907 (co-authored with Sean Carr) commenced his current area of research, the causes and consequences of financial crises. As dean of the Darden School from 2005 to 2015, he chartered or led a series of initiatives that revised Darden’s curriculum and program offerings, raised the profile of admitted students, hired a new generation of faculty and staff, improved the diversity of the Darden community, raised over $165 million in new funds, and saw Darden’s rankings rise to the Top 10 of U.S. schools. From 2007 to 2009, he served as a member of the board of directors of the Graduate Management Admission Council, which administers the GMAT entrance exam for business schools. And from 2009 to 2011, he chaired the board of the Consortium for Graduate Study in Management, an alliance of leading American business schools and top corporations in the U.S. that aims to enhance diversity in business education and leadership. He has served on the boards of various nonprofit organizations, including the Darden School Foundation and two for-profit corporations. In 2012, Poets & Quants and CNNMoney/Fortune named him “Dean of the Year.”

Daniel J. Fasciano, CFA

Dan Fasciano CFA

Managing Director

BNY Mellon
One Boston Place
Boston, Massachusetts

+1-617-722-7502

Member of CFA Society Boston

Daniel Fasciano, CFA, is Managing Director and Family Wealth Investment Advisor at BNY Mellon Wealth Management. He rejoined the firm in 2010 and is a member of the firm’s Investment Strategy Committee. Prior to his return, Mr. Fasciano served as the Treasury Director for the State of Florida, where he was responsible for all investment activities related to the state’s $16 billion portfolio. Before his work for the State of Florida, he was the Head of US Investment Office for Aviva Investors, one of the UK’s largest insurance and investment firms. He began his career on the private wealth team at Mellon Financial in 1990. Mr. Fasciano is currently serving as Chair of the CFA Institute Presidents Council, after three years of serving as Presidents Council Representative representing the Eastern United States. He is a past Board member and Chair of CFA Society Boston. Mr. Fasciano received his BA from the University of New Hampshire and his MBA from Boston University. In addition to the CFA designation, he also holds the Chartered Market Technician (CMT) and Chartered Alternative Investment Analyst (CAIA) designations.

Daniel Gamba

Daniel Gamba CFA

Audit & Risk Committee Chair

Managing Director and Global Head of Active Equity Product Strategy, BlackRock, Inc.

55 East 52nd Street
New York, NY 10055
USA

+1-212-810-3136

Member of CFA Society New York

Daniel Gamba, CFA, is a managing director, the Global Head of Active Equity Product Strategy and a member of the Global Operating Committee and Human Capital Committee at BlackRock. Gamba is responsible for platform strategy, product development, and business activities to drive growth across Active Equities in the Americas, EMEA and Asia Pacific. Prior to this role, Gamba was Head of iShares Americas Institutional Business where he led business strategy, client service and business development for iShares ETFs in the Americas. Gamba joined Barclays Global Investors (BGI) in 2000, before its merger with BlackRock in 2009. At BGI, he was the chief executive officer of the Latin America and Caribbean business. In this role, he grew business from Latin American clients from nil to over $40 billion and expanded BGI’s footprint into Mexico City; Sao Paulo; Santiago, Chile; and Bogota, Colombia, including local asset management operations. Gamba began his career with BGI as a director of global strategy. Previously, he was a senior consultant for financial institutions at A.T. Kearney. From 1990 to 1995, Gamba worked in marketing and product management in Latin America. Gamba is a member of the CFA Institute Board of Governors and currently sits as the Co-Chair of the Society Partnership Advisory Council. Previously he was a member of the Executive Advisory Board of the Education Advisory Committee and of the Claritas Advisory Committee. Gamba is also board member of the Council of Urban Professionals, supporting the career progression of professional people of color, and board member of Northwestern University’s Alumni Association. Gamba earned a BS degree in industrial engineering from Pontificia Universidad Católica del Perú in 1989 and an MBA in finance and economics from the Kellogg School of Management at Northwestern University in 1997.

Geoffrey Ng

Geoffrey Ng CFA

Director, Fortress Capital Asset Management

Fortress Capital Asset Management (M) Sdn Bhd,
50450 WP Kuala Lumpur
Malaysia

+603-21621622

Geoffrey Ng is a Director with Fortress Capital Asset Management, a pan-Asian fund management company. With over two decades of multi-asset class and strategic investments proficiency, Geoffrey was previously CEO/ED with Hong Leong Asset Management and Senior VP, Global Emerging Markets at Dubai Investment Group. He has also held the position of CIO at Pacific Mutual Fund.

Geoffrey is an in-coming Governor to the CFA Institute’s Board of Governors. He has served on the Education Advisory Committee (Vice Chair and Chair of the Practice Analysis subcommittee) and Council of Examiners, as well as Vice President and Treasurer for CFA Society Malaysia. Geoffrey has a B.Commerce (High Honours) in Accounting and Finance from Carleton University, Canada. He is a CFA, CFP and has completed the MIT Fintech: Future Commerce program by the Massachusetts Institute of Technology.

Punita Kumar-Singa

Punita Kumar-Sinha PhD, CFA

Investment Professional & Board Member. Independent Director, Infosys, JSW Steel, Bharat Financial & Others. Managing Partner, Pacific Paradigm Advisors Boston/India.

+1-617-642-0238

Punita Kumar-Sinha, PhD, CFA, has focused on investment management and financial markets during her 30-year career. She also has significant governance and Board experience across India and North America. Ms. Kumar-Sinha has been investing in emerging markets since the late 1980s and pioneered some of the first foreign investments in the Indian subcontinent in the early 1990s. Currently, she is the Founder and Managing Partner, Pacific Paradigm Advisors, an independent investment advisory and management firm focused on Asia. She serves as an Independent Director and Senior Advisor for several companies in India. Prior to this, Ms. Kumar-Sinha was a Senior Managing Director of Blackstone and the Head & Chief Investment Officer of Blackstone Asia Advisors. Ms. Kumar-Sinha was also the Senior Portfolio Manager and CIO for The India Fund (NYSE: IFN), one of the largest India funds in the US, for almost 15 years; during this time, she managed several Asia funds as well. Prior to joining Blackstone, Ms. Kumar-Sinha was a Managing Director and Senior Portfolio Manager at Oppenheimer Asset Management Inc. and CIBC World Markets, where she also managed India and Asia funds. She has also worked at Batterymarch (a Legg Mason company), Standish Ayer & Wood (a BNY Mellon company), JP Morgan, and IFC/World Bank. Ms. Kumar-Sinha is frequently featured in the media and at global conferences as an expert commentator on Asian capital markets and women’s issues. She has also anchored many TV shows on major economic trends, key policy issues for India, and global capital markets. Ms. Kumar-Sinha has a PhD and a master’s in Finance from the Wharton School, University of Pennsylvania. She received her undergraduate degree in Chemical Engineering with Distinction from the Indian Institute of Technology, New Delhi. She has an MBA and is a CFA charterholder. Ms. Kumar-Sinha is a member of CFA Institute, a member of the Boston Security Analysts Society, a TiE Charter Member, and a member of the Council on Foreign Relations. Ms. Kumar-Sinha has been awarded the Distinguished Alumni Award from IIT Delhi.

Sunil Singhania

Sunil Singhania CFA

Investment Committee Chair

Founder, Abakkus Asset Management

Abakkus Asset Management
106-B, The Capital,
Bandra Kurla Complex,
Mumbai 400 051 India

+91-22-3303-7170

Member of CFA Society India

Sunil Singhania, CFA, is the Founder of Abakus Asset Management, LLP, an India-focused Asset Management Company he established in 2018. Prior to this, in his role as Global Head – Equities at Reliance Capital Ltd., he oversaw equity assets and provided strategic inputs across Reliance Capital Group of companies including asset management, insurance, AIF and offshore assets. And as CIO – Equities, Singhania led Reliance Mutual Fund equity schemes to be rated amongst the best. Reliance Growth Fund grew over 100 times in less than 22 years under Singhania’s leadership. Furthermore, he led Reliance Nippon Life Asset Management Ltd.’s international efforts and was instrumental in launching India funds in Japan, South Korea, and the UK, besides managing mandates from institutional investors based in the US, Singapore, and other countries. Singhania was the Promoter of The Association of NSE Members of India; a body of stock brokers. He is also the first individual from India to be elected as a member of the CFA Institute Board of Governors and currently serves as the Chair of the Investment Committee and as a member of the Nominating Committee. He also sat on CFA Institute’s Standards of Practice Council for six years, and was the Founder of the Indian Association of Investment Professionals (now CFA Society India) and served as its President for eight years. Singhania graduated in commerce from the Bombay University and completed his Chartered Accountancy from the ICAI, Delhi with an all India rank. He has also earned the right to use the Chartered Financial Analyst designation, conferred by CFA Institute. Having traveled extensively across the world, Singhania has also attended many global investment conferences and seminars.

Zouheir Tamim El Jarkass

Zouheir Tamim El Jarkass CFA

Senior Adviser, Mubadala Development Company

Mamoura Buildings
Abu Dhabi, United Arab Emirates

+971 50 499 0250

Member of CFA Society Emirates

Zouheir Tamim El Jarkass, CFA, is a human capital leader and a senior adviser for learning and development at Mubadala, a business development and investment company in the United Arab Emirates. He is also the chairman of the advisory board of the LAB (Leadership Acceleration for Business), a learning and development partnership between Mubadala and General Electric. Prior to joining Mubadala, Tamim El Jarkass was on the faculty of the School of Business and Management at the American University of Sharjah, a CFA Program Partner. He is the past president of CFA Society Emirates and is its current education chair. Tamim El Jarkass served on the Annual Conference Committee of CFA Institute and is currently a member of the Middle East Investment Conference Committee. In addition to being on the global council at Queen’s School of Business in Canada, he is a member of the advisory board of the School of Business and Management at the American University of Sharjah. Tamim El Jarkass is a member of the board of trustees of the learning center of the Emirates Securities and Commodities Authority. He has worked over the past 28 years in different capacities in financial services, higher education, executive education, and learning and development in the United Arab Emirates, Canada, Germany, Lebanon, Egypt, and Nigeria. Tamim El Jarkass holds an MSc in research from Henley Business School in the United Kingdom and an MBA from the American University of Beirut.

maria-wilton

Maria Wilton CFA

Director, Victorian Funds Management Corporation

Level 13
101 Collins Street
Melbourne, VIC 3000
Australia

Member of CFA Society Melbourne

Maria Wilton, CFA, has a thirty year history in the investment industry with leadership experience in asset management and superannuation. She is a Member of the Board of Governors of the CFA Institute, Deputy Chair of Infrastructure Victoria and a Director of Victorian Funds Management Corporation. She is Chair of the Industry Advisory Board of the Australian Centre for Financial Studies, Chair of the National Diversity Committee and a Member of the Advocacy Council of the CFA Societies Australia. Maria is the former Managing Director and Chair of Franklin Templeton Investments Australia and Senior Director of International Advisory Services - a role she held for 12 years. She was responsible for the management of Franklin Templeton's activities in Australia and New Zealand and for driving the strategic direction of the Australian business. Prior to joining Franklin Templeton, Ms. Wilton was with BT Financial Group (formerly Rothschild) and County Investment Management where she was a diversified fund and fixed income portfolio manager. She began her investment management career at JP Morgan Investment Management as an economist and portfolio manager. Before joining the investment management industry, Ms. Wilton worked for the Commonwealth Treasury in Canberra in an economic research capacity. Maria is a Fellow of the Australian Institute of Company Directors and the Australian Institute of Superannuation Trustees. She was a Board Member of the Financial Services Council and co-Chair of the Investments Board Committee. She was a Trustee director of AGEST and Emergency Services and State Super and a member of their Investment Committees. She was a Director of Melbourne Water, the Transport Accident Commission, the National Breast Cancer Foundation and Victoria Legal Aid (VLA) and Chair of the VLA Audit Committee. Ms. Wilton holds a bachelor of economics from the University of Tasmania and is a Chartered Financial Analyst (CFA) Charterholder.

Hua Yu

Hua Yu CFA

Society Partnership Advisory Council Co-Chair

Chairman, Morgan Stanley Huaxin Fund Management Co., Ltd.

17F, Tower Two, Kerry Plaza
1 Zhongxinsi Road, Futian District
Shenzhen, P.R. China 518048

+86-0-755-8831-8801

Member of CFA Society Beijing, CFA Society Shenzhen

Hua Yu, CFA, is Chairman of the Board at Morgan Stanley Huaxin Fund Management Co., Ltd., a joint venture that focuses on investing in stocks and bonds in China. Before his transfer to the joint venture in 2008, Yu served as Managing Director and Head of China Business at Investment Management Division of Morgan Stanley Asia Co. Prior to 2008, Yu held different positions as board director and CEO of Dacheng Fund Management Company, Chief Representative of London Life Insurance Co. in China, Vice President of financial service business at Power Corporation of Canada, and Head of research at Shenzhen Stock Exchange. Yu received a BA in economics from Peking University, an MBA and a PhD in finance from Catholic University of Leuven, Belgium. After his graduation in Europe, he was a faculty member in finance at several universities in the United Kingdom and Canada before commencing his career in business finance. Yu has served as Deputy Chairman of the Asset Management Association of China since 2012. He was Board member of International Investment Funds Association (IIFA) from 2008 to 2010.

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