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Chairs of the Board of Governors

The following investment professionals have served as chairs of the board from 1990–the present. Note that from 1990–2004, the organization was known as AIMR.

Diane Nordin

Diane C. Nordin CFA

(2019-2020)

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.

Heather Brilliant

Heather Brilliant CFA

(2018-2019)

President and CEO, Diamond Hill Capital Management, Inc.

Member of CFA Society New York

Heather Brilliant, CFA, serves as Chief Executive Officer and President for Diamond Hill Capital Management. She joined the firm in 2019, and brings more than 20 years of domestic and international investment industry experience to this role. Prior to joining Diamond Hill, she served as Chief Executive Officer, Americas, with First State Investments. Heather also spent nearly 14 years with Morningstar, where she served as Global Head of Equity & Credit Research before advancing to Chief Executive Officer, Morningstar Australasia. She also has experience serving as an equity research analyst for boutique investment firms, covering a variety of sectors, including pharmaceuticals, biotechnology, business services, and retail. Heather is a frequent speaker at industry conferences including CFA Society events around the world and has appeared in several industry publications. Heather earned a bachelor’s degree in economics from Northwestern University, an MBA from the University of Chicago Booth School of Business, and serves on the CFA Institute Board of Governors.

Professional head shot photograph of Robert Jenkins

Robert Jenkins FSIP

(2017–2018)

Member of CFA Society United Kingdom

Robert Jenkins, FSIP, is a former banker, fund manager and policy maker. He is currently a teacher, board director and public policy advocate. Mr. Jenkins spent 16 years running bank trading rooms followed by 18 years leading asset management organizations. At Citibank he headed trading and sales in Dubai, Bahrain, Switzerland, and Japan. In 1992, Mr. Jenkins moved from the sell side to the buy side. He served as Chief Investment Officer and Head of the asset management business of Credit Suisse in Japan and later Chief Operating Officer for Credit Suisse Asset Management’s activities in the UK, Central and Eastern Europe. In 1997, he moved to F&C Asset Management, plc where he served for 12 years – first as CEO and then as Chairman. From 2009 until his appointment to the Bank of England, he was CEO and Managing Partner of Combinatorics Capital, a NY based global-macro investment partnership. Mr. Jenkins Chaired the Investment Association of the UK and co-Chaired, together with the Chancellor, a high-level group focusing on the future of the asset management industry in Britain. He served on the UK’s Takeover Panel and as a founding member of the Financial Policy Committee of the Bank of England. He has Chaired CFA Institute, was founding Chair of the AQR Asset Management Institute, a Senior Advisor to CVC Capital and a Senior Fellow at Better Markets.

Mr. Jenkins is currently Adjunct Professor, Finance at London Business School where he teaches investment management. He is a member of the Supervisory Board of NN Group, Netherlands where he serves on the Risk and Audit Committees. He recently joined CFA Institute’s Future of Finance Advisory Council. He attended university in France, Italy and the United States.

Frederic Lebel

Frédéric P. Lebel CFA

(2016–2017)

HFS Hedge Fund Selection S.A.

Member of CFA Society Switzerland

Frédéric P. Lebel, CFA, has been co-CEO and CIO of OFI MGA and owner of HFS Hedge Fund Selection S.A., based in Geneva, since 2008. Prior to this, he had been an executive vice president at Lombard Odier & Cie in Geneva in charge of hedge fund investments since 1997, after having worked for two years as an assistant to Philippe A. Sarasin, CFA, one of the bank’s managing partners. He began his career in the equity division of Morgan Stanley in New York prior to moving to London. Lebel was founding Co-Chair and then Chair of the European Advocacy Committee in 2000, and the founding Chair and a member of the Capital Market Policy Council of the CFA Institute Centre for Financial Market Integrity. He is currently the Past Chair of the CFA Institute Board of Governors as well as Chair of the Compensation Committee, the Nominating Committee, and the Planning Committee. A past recipient of the Daniel J. Forrestal III Leadership Award for Professional Ethics and Standards of Investment Practice, Lebel holds undergraduate and graduate degrees in finance and accounting from the University of St. Gallen in Switzerland.

Beth Hamilton-Keen

Beth Hamilton-Keen CFA

(2015–2016)

Beth Hamilton-Keen, CFA, is director of private client management at Mawer Investment Management Ltd. Since joining Mawer in 2005, she has been involved in institutional and private client portfolio management. Ms. Hamilton-Keen has investment experience since 1990, serving both private and not-for-profit institutional clients. She is a graduate of the Acadia University business program and a CFA charterholder. Ms. Hamilton-Keen has also completed the High Performance Board program at IMD Business School where participants learn how to identify the strategies, structures and processes that make boards the driving force behind their company’s success. On September 1, 2010, Ms. Hamilton-Keen was elected to the Board of Governors of the CFA Institute and currently serves as Vice Chair. The Board of Governors is the CFA Institute’s most senior corporate body, having ultimate responsibility for the organization’s strategy and management. She has previously served as a member of Mawer’s Board of Directors and Management Committee, and many not-for-profit boards and committees. Ms. Hamilton-Keen is an active member of her local community and has been recognized as one of Calgary’s Top 40 under 40. She has been a guest lecturer at the University of Calgary, a guest commentator on CBC Radio, and a regular commentator on investment issues for CBC NewsWorld and BNN.

Aaron Low

Aaron Low CFA

(2014–2015)

Aaron Low, CFA, is a principal at Lumen Advisors, LLC, where he manages emerging markets macro long-short funds and oversees Lumen's operations in Asia. He also serves as a board trustee of the Singapore government's pension fund. Previously, Dr. Low served as a senior portfolio manager and head of Asia ex-Japan at PIMCO and as a senior portfolio manager and head of Asia at RCM Global Investors. He serves on the Board of Governors of CFA Institute and the board of directors of the Wealth Management Institute. Dr. Low holds an undergraduate degree in engineering from the National University of Singapore and a PhD in international financial economics from the UCLA Anderson School of Management.

Charles Yang

Charles J. Yang CFA

(2013–2014)

Charles J. Yang, CFA, is chief investment officer of T&D Asset Management, the asset management arm of T&D Holdings, a listed company in Japan that focuses on the life insurance business. Previously, he worked for the asset management divisions of Merrill Lynch and Société Générale. Mr. Yang began his career as a quantitative analyst at the asset management division of J.P. Morgan and served as a portfolio manager in New York City and Tokyo. Currently, he is the chair of the CFA Institute Board of Governors; Mr. Yang previously served as chair of the audit and risk committee. He is also a former chair of the CFA Institute external relations and volunteer involvement committee and former president of the CFA Society of Japan. He holds a BA from the University of California, Berkeley, and an MBA from New York University Stern School of Business.

Alan M. Meder CFA

(2012–2013)

Chief Risk Officer and Senior Managing Director, Duff & Phelps Investment Management Company

Member of CFA Society Chicago

Dan Meader

Dan S. Meader CFA

(2011–2012)

Dan S. Meader, CFA, is the founder and a managing partner of Trinity Private Equity Group. Prior to starting Trinity, he served as an executive vice president for Tara Capital Partners, LP, a hedge fund focused on investing and trading in retail and restaurant-oriented public securities. Mr. Meader also spent nine years participating in private equity investments at Sowell & Co. He began his career at InterFirst Bank of Dallas (now Bank of America) and later joined their corporate banking group. Mr. Meader then worked for ABQ Capital Markets and co-managed a portfolio of high-yield bonds and preferred stocks. He currently sits on the board of several Trinity portfolio company boards and serves as chairman for one Trinity control investment. Mr. Meader has served two consecutive terms over seven years on the CFA Institute Board of Governors and was elected chair of the board. He also served on the board of directors for CFA Society Dallas/Fort Worth. Mr. Meader graduated from Southern Methodist University.

Margaret Franklin

Margaret Franklin CFA

(2010–2011)

President and CEO, CFA Institute

915 E High Street
Charlottesville, VA 22902

Member of CFA Society Toronto

Margaret Franklin, CFA, leads CFA Institute and its more than 170,000 members worldwide in promoting the highest standards of education, ethics, and professional excellence in the investment profession. She assumed her role in September 2019 and has more than 25 years of investment and wealth management experience.

Before joining CFA Institute, Ms. Franklin led International Wealth Management for North America and was president of BNY Mellon Wealth Management, Advisory Services in Canada. She also served as a board member of BNY Mellon Trust Company (Cayman). Margaret joined BNY Mellon in 2016.

Prior to joining BNY Mellon, Ms. Franklin held multiple senior management positions, including president of Marret Private Wealth and COO of Marret Asset Management, a credit and hedge fund asset manager in Toronto. During that six-year tenure, she had direct oversight of all aspects of the private wealth business. Prior to joining Marret, Margaret was a partner with KJ Harrison & Partners.

Ms. Franklin began her career in the institutional business and has worked with pension plans, endowments, foundations, and government agencies at State Street Global Advisors, Mercer, and Barclays Global Investors.

She previously served as chair of CFA Institute Board of Governors and is a former president of the CFA Society Toronto Board. Ms. Franklin is a founding member of the CFA Institute Women in Investment Initiative, a past recipient of the Alfred C. Morley Distinguished Service Award in 2014, and a member of its Future of Finance Content Council.

She is also a member of the Michael Garron Hospital Foundation Board. Ms. Franklin earned a Bachelor of Administration in Economics from McMaster University in Ontario. She is a CFA charterholder and a member of the CFA Society Toronto.

tom-welch

Thomas B. Welch

(2009–2010)

Brian Singer

Brian D. Singer CFA

(2008–2009)

Partner, Head of Dynamic Allocation Strategies Team, William Blair

Member of CFA Society Chicago

Brian Singer, CFA, partner, is the head of William Blair’s Dynamic Allocation Strategies (DAS) team, on which he also serves as portfolio manager. He is also a member of the Investment Management leadership team. Before joining William Blair in 2011, Brian was the head of investment strategies at Singer Partners, LLC. Before that, Brian was the head of global investment solutions and the Americas chief investment officer for UBS Global Asset Management, where he was a member of the UBS Group’s managing board and global asset management executive committee. Brian is extensively involved with the CFA Institute. He formerly served as a board member and chair of the CFA Institute board of governors. He is a member of the CFA Society Chicago and a former chair and member of the CFA Institute Research Foundation board of trustees, and in 2015, he received the CFA Institute’s Distinguished Service Award, which recognizes CFA members who have made a significant contribution to the CFA Institute through their leadership, exceptional stewardship, and outstanding service. Brian has written extensively on global portfolio, currency, and performance issues, and co‐wrote the seminal Determinants of Portfolio Performance II: An Update with Gary Brinson and Gilbert Beebower. In 2009 Brian was the lead author of Investment Leadership and Portfolio Management from Wiley Publishing. In 2018 the CFA Society Chicago awarded Brian the Hortense Friedman Award for Excellence, and in 2015 The Spaulding Group inducted Brian into the Performance and Risk Management Hall of Fame. Brian serves on the endowment investment committee for Exeter College at Oxford University; he is chairman of the “Free to Choose Network,” which is inspired by the ideas of economist Milton Friedman; and he serves as a member of the Rehabilitation Institute of Chicago Keystone board. Brian received a B.A. in economics from Northwestern University and an M.B.A. from the University of Chicago’s Booth School of Business.

emilio-gonzalez

Emilio Gonzalez CFA

(2007–2008)

Emilio Gonzalez, CFA, is CEO at BT Investment Management. Previously, he served as chief investment officer, group executive of global equities, and head of research at Perpetual Limited. Mr. Gonzalez also worked as the chief dealer at Nikko Securities (Australia) Limited and as a retail client adviser at Norths Stockbroking Limited. He has served on the Board of Governors of CFA Institute and was the first Australian to chair CFA Institute. Mr. Gonzalez holds a bachelor of commerce degree in economics from the University of Wollongong.

vincent-duhamel

Vincent Duhamel CFA

(2006–2007)

Vincent Duhamel, CFA, is a limited partner and head of Asia at Lombard Odier. Previously, he served as CEO at one of Lombard Odier’s largest family offices in Asia. Mr. Duhamel has also served as managing director of Goldman Sachs in Hong Kong, where he was head of Asia ex-Japan and responsible for its asset management and global official institutions business. He has also served as chief executive for Asia and as a member of the global executive committee at State Street Global Advisors, as founding CEO at State Street Global Advisors in Canada, and as a portfolio manager at Pictet & Cie. Mr. Duhamel is a member of the Financial Reporting Review Panel, which is part of the Financial Reporting Council in Hong Kong. He has served as governor, vice chairman, and chairman of the Board of Governors of CFA Institute. Mr. Duhamel holds a bachelor’s degree in economics and political science from the University of Ottawa.

john-stannard

John C. Stannard FSIP, CFA

(2005–2006)

John C. Stannard, CFA, FSIP, is Europe, Middle East, and Africa (EMEA) head of consulting at Russell Investments, where he is responsible for consulting client relationships across EMEA and for thought leadership and strategy aspects of the product and service range. Previously, he has held various positions at Russell, including co-chair of the global consulting team, managing director of institutional investor services for Europe, head of analytical services in London, and managing director and chief operating officer at the U.K. office. Mr. Stannard was a member, as well as chair, of the joint venture board of Russell/Mellon Analytical Services. He has also served as a member and as chair of the Board of Governors of CFA Institute. Mr. Stannard was involved in the development of the AIMR Performance Presentation Standards and the GIPS standards; he also chaired the GIPS Investment Performance Council. He holds a BSc in mathematics from the University of London.

monique-gravel

Monique E.M. Gravel CFA

(2004–2005)

theodore-aronson

Theodore R. Aronson CFA

(2003–2004)

Theodore R. Aronson, CFA, is managing principal and founder of Aronson+Johnson+Ortiz, which manages funds for institutional investors. Previously, he worked in quantitative equities at Drexel Burnham Lambert, which provided innovative practical applications of modern portfolio theory and quantitative portfolio management. Mr. Aronson is a frequent speaker on Wall Street issues, especially on innovations in trading methods to minimize transaction costs. He is a past chair of the CFA Institute Board of Governors. Mr. Aronson holds an MBA from the Wharton School at the University of Pennsylvania.

Dwight Churchill

Dwight D. Churchill CFA

(2002–2003)

Dwight Churchill served as interim President and CEO at CFA Institute from June 2014 to January 2015. Mr. Churchill most recently held senior positions as head of the Fixed Income Division, head of Equity Portfolio Management and President of Investment Services at Fidelity Investments. Prior to joining Fidelity, Mr. Churchill was President and Chief Executive Officer of CSI Asset Management, Inc., a subsidiary of Prudential Financial, Inc., and held senior roles at Loomis, Sayles & Company and The Public Employees Retirement System of Ohio. He currently serves on the Board of Directors at Affiliated Managers Group, at  Currier Museum of Art where he chairs the Investment Committee, and at State Street Global Advisors SPDR ETF Mutual Funds. He also serves as a Staff Consultant at Public Employees Retirement System of Idaho. He has a long history of service and affiliation with CFA Institute. Mr. Churchill has served on the Candidate Curriculum Committee and as chair from 1993 to 1994. He later served on the CFA Institute Board of Governors and as chair from 2002 to 2003. Mr. Churchill was honored with the Daniel J. Forrestal III Leadership Award for Professional Ethics and Standards of Investment Practice in 2006. Mr. Churchill holds a B.A. degree in Economics from Denison University and an M.B.A. degree from Ohio State University.

Phillipe Sarasin

Philippe A Sarasin CFA

(2001–2002)

Fred Speece

Fred H. Speece, Jr. CFA

(2000–2001)

Charles "Chuck" Tschampion CFA

(1999–2000)

Charles "Chuck" Tschampion, CFA, is director of industry relations at CFA Institute. He is a director of the TDAX Funds and the Select Hedged High-Yield Overseas Fund and is a member of the Real Estate Information Standards (REIS) Board. He is the former chief strategist and director of defined-contribution plans of General Motors Asset Management and was a member of the Association of Investment Management and Research Board of Governors from 1995 to 2001, serving as the board's chair from 1999 to 2000. He has also chaired CFA Institute task forces on personal investing standards and soft-dollar standards, and co-chaired the CFA Institute Performance Presentation Standards Implementation Committee. Most recently, he chaired the task force that developed the CFA Institute Centre for Financial Market Integrity paper "The Corporate Governance of Listed Companies: A Manual for Investors." Mr. Tschampion serves on the endowment investment committee as well as the board of trustees for Lehigh University. He also serves on the board of trustees of the SPDR Select Sector Trust and is a member of its audit committee. Mr. Tschampion holds both a BS in industrial engineering and an MBA from Lehigh University in Bethlehem, Pennsylvania.

Frank Reilly

Frank K. Reilly CFA

(1998–1999)

Frank K. Reilly is the Bernard J. Hank Professor of Finance at the University of Notre Dame. He is an expert in security analysis, capital markets, credit analysis, and security market indexes. Reilly teaches courses in applied investment management, capital budgeting, fixed income analysis, and investments, among others. He also has taught an executive course in bond analysis and credit management twice a year for nearly 30 years.
Honors and awards include University of Notre Dame Faculty Award (1999), which is the highest award given to faculty members; the Outstanding Teacher Award given by the MBA Class of 2004; the BP Foundation Outstanding Teacher Award (2002); and the Daniel J. Forrestal III Leadership Award for Professional Ethics and Standards of Investment Practice, given by the CFA Institute. Reilly also was inducted as a fellow of the Financial Management Association in its inaugural group (2000).

abby-cohen

Abby Joseph Cohen CFA

(1997–1998)

Advisory Director & Senior Investment Strategist, Goldman Sachs

Abby Joseph Cohen, CFA, is an advisory director and senior investment strategist at Goldman Sachs in New York. Abby joined the firm in 1990 and was named partner in 1998. She began her career as an economist at the Federal Reserve Board in Washington, DC.

Abby is a presidential councillor at Cornell University, where she chairs the steering committee for the Jacobs Technion-Cornell Institute for Innovation at Cornell Tech and is a life overseer of Weill Cornell Medicine. Abby is a member of the board executive committees of the Brookings Institution and the Jewish Theological Seminary, where she previously served as board chair. She is a former board chair of the Chartered Financial Analyst Institute and received the Distinguished Service Award. Abby is an advisor to several investment committees. She previously served as vice chair of the board of the New York Economic Club, and on the national board of the Smithsonian Institution. She is a member of the Council on Foreign Relations. Abby is an adjunct professor at Columbia University and frequent speaker at other graduate schools of business.

Abby earned degrees in economics and has received three honorary doctorates. She is recognized as a leader in US portfolio strategy and was previously ranked No. 1 by Institutional Investor and Greenwich Associates. Her career is the subject of a Harvard Business School case study, a BusinessWeek cover story, and a profile in the New Yorker, including cartoon.

rossa-oreilly

I. Rossa O’Reilly CFA

(1996–1997)

Thomas Hansberger CFA

(1995–1996)

john-maginn

John L. Maginn CFA

(1994–1995)

Charles D. Ellis CFA

(1993–1994)

Charles D. Ellis, CFA, is a director of Greenwich Associates, the international business consulting firm he founded in 1972. He is a successor trustee of Yale University, where he chairs the investment committee. Ellis also serves as an overseer of New York University's Stern School of Business, a trustee of the Whitehead Institute for Biomedical Research, and a director of Vanguard. A recipient of AIMR's Graham & Dodd Award and the C. Stewart Sheppard Award, Ellis was an AIMR governor, serving as chair of the AIMR Board in 1994. He also served as an ICFA Trustee, chaired the ICFA Board, and taught for over 20 years at AIMR's Investment Management Workshop.

Frederick L. Muller CFA

(1992–1993)

James K Dunton CFA

(1991–1992)

vaughan_photo

Eugene H. Vaughan, Jr. CFA

(1990–1991)

Institute of Chartered Financial Analysts

The following investment professionals served as chairs of the board of the Institute of Chartered Financial Analysts from 1964–1999.

Phillipe Sarasin

Philippe A Sarasin CFA

(1998–1999)

Fred Speece

Fred H. Speece, Jr. CFA

(1997–1998)

Frank Reilly

Frank K. Reilly CFA

(1996–1997)

Frank K. Reilly is the Bernard J. Hank Professor of Finance at the University of Notre Dame. He is an expert in security analysis, capital markets, credit analysis, and security market indexes. Reilly teaches courses in applied investment management, capital budgeting, fixed income analysis, and investments, among others. He also has taught an executive course in bond analysis and credit management twice a year for nearly 30 years.
Honors and awards include University of Notre Dame Faculty Award (1999), which is the highest award given to faculty members; the Outstanding Teacher Award given by the MBA Class of 2004; the BP Foundation Outstanding Teacher Award (2002); and the Daniel J. Forrestal III Leadership Award for Professional Ethics and Standards of Investment Practice, given by the CFA Institute. Reilly also was inducted as a fellow of the Financial Management Association in its inaugural group (2000).

abby-cohen

Abby Joseph Cohen CFA

(1995–1996)

Advisory Director & Senior Investment Strategist, Goldman Sachs

Abby Joseph Cohen, CFA, is an advisory director and senior investment strategist at Goldman Sachs in New York. Abby joined the firm in 1990 and was named partner in 1998. She began her career as an economist at the Federal Reserve Board in Washington, DC.

Abby is a presidential councillor at Cornell University, where she chairs the steering committee for the Jacobs Technion-Cornell Institute for Innovation at Cornell Tech and is a life overseer of Weill Cornell Medicine. Abby is a member of the board executive committees of the Brookings Institution and the Jewish Theological Seminary, where she previously served as board chair. She is a former board chair of the Chartered Financial Analyst Institute and received the Distinguished Service Award. Abby is an advisor to several investment committees. She previously served as vice chair of the board of the New York Economic Club, and on the national board of the Smithsonian Institution. She is a member of the Council on Foreign Relations. Abby is an adjunct professor at Columbia University and frequent speaker at other graduate schools of business.

Abby earned degrees in economics and has received three honorary doctorates. She is recognized as a leader in US portfolio strategy and was previously ranked No. 1 by Institutional Investor and Greenwich Associates. Her career is the subject of a Harvard Business School case study, a BusinessWeek cover story, and a profile in the New Yorker, including cartoon.

Brian F. Wruble CFA

(1994–1995)

Eliot P. Williams CFA

(1993–1994)

rossa-oreilly

I. Rossa O’Reilly CFA

(1992–1993)

Michael McCowin CFA

(1991–1992)

Frederick L. Muller CFA

(1990–1991)

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Eugene H. Vaughan, Jr. CFA

(1990–1991)

Gary P. Brinson CFA

(1989)

Gary P. Brinson, CFA, is the president of GP Brinson Investments. Previously, he founded Brinson Partners, Inc., and served as chairman of the Institute of Chartered Financial Analysts, a predecessor of CFA Institute. Mr. Brinson is a member of the Economic Club of Chicago and the advisory council of the Financial Analysts Journal. He was named Outstanding Financial Executive by the Financial Management Association and received the CFA Institute Award for Professional Excellence. Mr. Brinson is the co-author of two books on global investing and has written numerous articles on an array of investment topics. He holds a BA in finance from Seattle University and an MBA from Washington State University.

Eugene Sit CFA

(1988–1989)

Daniel J. Forrestal III CFA

(1987–1988)

Daniel Forrestal was Chairman of the Institute of Chartered Financial Analysts from 1987 to 1988. He was known for his divisive proposal to merge ICFA and FAF with chief negotiators, which led to the “Analysts Unite!” article published in Barron’s in 1989. AIMR was formed in 1990. He was described as a tireless champion of professional competence and ethics; and, his untimely death in 1990 cut short his term as a member of the AIMR Board of Governors. The Leadership in Professional Ethics and Standards of Investment Award was created in his honor and was first awarded in 1991.

James N. Von Germeten CFA

(1986–1987)

john-maginn

John L. Maginn CFA

(1985–1986)

Paul Vawter, Jr. CFA

(1984–1985)

Charles D. Ellis CFA

(1983–1984)

Charles D. Ellis, CFA, is a director of Greenwich Associates, the international business consulting firm he founded in 1972. He is a successor trustee of Yale University, where he chairs the investment committee. Ellis also serves as an overseer of New York University's Stern School of Business, a trustee of the Whitehead Institute for Biomedical Research, and a director of Vanguard. A recipient of AIMR's Graham & Dodd Award and the C. Stewart Sheppard Award, Ellis was an AIMR governor, serving as chair of the AIMR Board in 1994. He also served as an ICFA Trustee, chaired the ICFA Board, and taught for over 20 years at AIMR's Investment Management Workshop.

Robert W. Morrison CFA

(1982–1983)

James Vertin

James R. Vertin CFA

(1981–1982)

Alfred C. Morley CFA

(1980–1981)

Alfred Morley was appointed the President and CEO of the Institute of Chartered Financial Analysts in 1984 and later the President and CEO of the Financial Analysts Federation in 1986. Prior to joining professional staff, he was a power volunteer with 16 years of service on various group. The Distinguished Service Award was created to recognize individuals with a similar caliber of service and was first awarded in 1969.

William A. Cornish CFA

(1979–1980)

C. Roderick O’Neil CFA

(1978–1979)

Philip P. Brooks, Jr. CFA

(1977–1978)

Robert Blixt CFA

(1975–1976)

Robert D. Milne CFA

(1974–1975)

Mary Petrie CFA

(1973–1974)

Frank E. Block CFA

(1972–1973)

Edmund A. Mennis CFA

(1970–1972)

Leonard Barlow CFA

(1969–1970)

David Watterson, CFA

(1968–1969)

Raymond Hammell CFA

(1967–1968)

E. Linwood Savage CFA

(1966–1967)

M. Dutton Morehouse CFA

(1965–1966)

David D. Williams CFA

(1964–1965)

A. Moyer Kulp CFA

(1961–1964)

National Federation of Financial Analyst Societies

The following investment professionals have served as chairs of the board of the National Federation of Financial Analyst Societies (later Financial Analysts Federation) from 1947–1999.

Patricia A. McConnell CPA

(1998–1999)

Charles "Chuck" Tschampion CFA

(1997–1998)

Charles "Chuck" Tschampion, CFA, is director of industry relations at CFA Institute. He is a director of the TDAX Funds and the Select Hedged High-Yield Overseas Fund and is a member of the Real Estate Information Standards (REIS) Board. He is the former chief strategist and director of defined-contribution plans of General Motors Asset Management and was a member of the Association of Investment Management and Research Board of Governors from 1995 to 2001, serving as the board's chair from 1999 to 2000. He has also chaired CFA Institute task forces on personal investing standards and soft-dollar standards, and co-chaired the CFA Institute Performance Presentation Standards Implementation Committee. Most recently, he chaired the task force that developed the CFA Institute Centre for Financial Market Integrity paper "The Corporate Governance of Listed Companies: A Manual for Investors." Mr. Tschampion serves on the endowment investment committee as well as the board of trustees for Lehigh University. He also serves on the board of trustees of the SPDR Select Sector Trust and is a member of its audit committee. Mr. Tschampion holds both a BS in industrial engineering and an MBA from Lehigh University in Bethlehem, Pennsylvania.

Jon Ender CFA

(1996–1997)

Guy G. Rutherfurd CFA

(1995–1996)

rossa-oreilly

I. Rossa O’Reilly CFA

(1994–1995)

George Austin CFA

(1993–1994)

Arnold S Wood

(1992–1993)

Arnold S. Wood is a partner, president, and chief executive officer of Martingale Asset Management, LP. Prior to founding Martingale, he was a trustee and senior vice president at Batterymarch Financial Management, where he was a global investment strategist and portfolio manager. Mr. Wood is currently a trustee of the Research Foundation of CFA Institute. He was a governor of CFA Institute, a chairman of the Financial Analysts Federation, and a founding member and president of the CFA Institute International Society of Security Analysts. Mr. Wood is a recipient of the CFA Institute Daniel J. Forrestal III Leadership Award and Leadership in Global Investing Award. He is a graduate of Trinity College.

Donald Keller CFA

(1991–1992)

Wallace B. Millner III CFA

(1990–1991)

James K Dunton CFA

(1989)

Bernadette B. Murphy

(1988–1989)

Thomas Hansberger CFA

(1987–1988)

Frederick L. Muller CFA

(1986–1987)

H. Kent Atkins CFA

(1985–1986)

Ernest Widmann CFA

(1984–1985)

Matthias Plum, Jr.

(1983–1984)

Edus H. Warren

(1982–1983)

Frank Cappiello, Jr. CFA

(1981–1982)

Erwin Will, Jr. CFA

(1980–1981)

A. Marion Van Dyke CFA

(1979–1980)

Benjamin C. Korschot CFA

(1978–1979)

Solon Patterson CFA

(1977–1978)

Walter McConnell CFA

(1976–1977)

William S. Gray CFA

(1975–1976)

Robert Hedberg CFA

(1974–1975)

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Eugene H. Vaughan, Jr. CFA

(1973–1974)

Robert Morgan CFA

(1972–1973)

Walter Stern CFA

(1971–1972)

C. Reed Parker CFA

(1970–1971)

Frank E. Block CFA

(1969–1970)

George Bissell CFA

(1968–1969)

Robert Perry CFA

(1967–1968)

Thomas Lenagh CFA

(1966–1967)

A. Moyer Kulp CFA

(1965–1966)

Charles Brown CFA

(1964–1965)

William C. Norby CFA

(1963–1964)

David D. Williams CFA

(1962–1963)

Stevenson Kemp CFA

(1961–1962)

Jeremy Jenks CFA

(1960–1961)

A. Hamilton Bolton CFA

(1959–1960)

Hartley Smith CFA

(1958–1959)

Gilbert Palmer CFA

(1957–1958)

Robert Wilkes CFA

(1956–1957)

Shelby Cullom Davis CFA

(1955–1956)

M. Dutton Morehouse CFA

(1954–1955)

Samuel B. Jones CFA

(1953–1954)

Richard W. Lambourne CFA

(1952–1953)

Pierre R. Bretey

(1951–1952)

George M. Hansen CFA

(1950–1951)

Lucien O. Hooper CFA

(1949–1950)

Kennard Woodworth, Jr.

(1947–1949)

Governance