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Leadership Team

The leadership team, composed of staff members who manage their respective divisions, works in conjunction with the Board of Governors.

Margaret Franklin

Margaret Franklin CFA

President and CEO

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.

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.

James (Chris) Ainsworth

James (Chris) Ainsworth

Chief Administrative Officer

As chief administrative officer, Mr. Ainsworth leads the global people and culture function, responsible for creating an engaging experience for our employees and stakeholders. This includes enabling the organization to attract, develop, and engage a talented, inclusive and high-performing workforce, nurturing our culture, and providing fair and consistent policies. Mr. Ainsworth’s function further supports organizational strategic objectives by providing essential business services and expertise, including global real estate strategy, travel and events management, internal communications, and diversity and inclusion.

He is responsible for providing strategic leadership and counsel to the CFA Institute Leadership Team and Board of Governors. In his 20 years of success transforming and leading high-performing teams across complex organizations, Mr. Ainsworth aligns functions to support the organization’s vision to deliver results. His experience spans organizational effectiveness, large-scale change management, and talent-related strategy and leadership.

Most recently he was senior vice president and head of talent and organizational effectiveness at TD Bank. Prior to that he served as senior human resources partner with American Express, where he played significant role navigating the recent credit crisis. He has also held leadership roles at GMAC Insurance and State Farm Insurance.

Mr. Ainsworth holds an MBA from Wake Forest University and a Bachelor of Science in Accounting from the University of Louisiana at Monroe. He resides in Charlottesville, Virginia and is an active volunteer in the community, focusing on organizations that support the elderly, LGBTQ youth, and animals.

Paul Andrews

Paul P. Andrews

Managing Director for Research, Advocacy, and Standards

Paul Andrews oversees the strategic direction and leadership of the Research, Advocacy, and Standards function at CFA Institute, where he seeks to position the organization as an innovator and thought leader in investment management. Previously, he served as secretary general of the International Organization of Securities Commissions (IOSCO). Mr. Andrews also served as vice president and managing director, international affairs, at the Financial Industry Regulatory Authority (FINRA), where he directed the organization’s international engagements and worked closely with key regulators and regulatory bodies worldwide, including IOSCO. In addition, he worked at the US Securities and Exchange Commission, where he worked in the Division of Market Regulation and the Office of the General Counsel. Mr. Andrews has also worked in private legal practice. He is a graduate of the Catholic University School of Law and Villanova University.

Marty Colburn

Marty P. Colburn

Chief Operating Officer

As managing director and chief operating officer, Marty Colburn oversees strategic operations at CFA Institute. He leads the global IT team in agile implementation of integrated technology tools, enhancing the charterholder and society experience, as well as upgrading IT’s infrastructure, architecture, and service.

Mr. Colburn holds an electrical engineering degree from Montgomery College, a B.A.Sc. in accounting and finance from the University of Maryland College Park, and an advanced business management certificate from Harvard Business School.

Steven Hendry

Steven Hendry

Chief Financial Officer

Steven Hendry is chief financial officer of CFA Institute, responsible for leading the global finance division. In partnership with the Board of Governors, senior leadership, and member societies, the finance division helps enable CFA Institute operations, initiatives, strategic planning, and the execution thereof.

Mr. Hendry has more than 20 years' financial and leadership experience. Much of his diverse and varied background comes from Deutsche Bank, Dresdner Bank, and Perpetual, where he led regional and global teams across Europe, Asia Pacific, and the United States. The span of his career covers financial control, reporting and analysis, finance transformation, strategic financial planning, strategic change programs to improve efficiencies and transparency and deliver on financial, audit, and regulatory initiatives.

Mr. Hendry is a member of the Chartered Institute of Management Accountants. Mr. Hendry holds a Bachelor of Arts (Honors) degree in Financial Services.

He resides in Charlottesville, Virginia with his family.

Peg Jobst

Peg Jobst

Managing Director, Credentialing

Peg Jobst, managing director, credentialing, leads a dedicated and talented team to develop current and future investment management professionals by delivering a relevant, accessible, and standard-setting CFA Institute portfolio of programs, globally. For the last three years, she has served as head of exam administration and security, responsible for delivering a high quality testing experience for CFA and CIPM candidates through secure, equitable, and accurate administration and grading of the CFA Institute portfolio of exams. Ms. Jobst also serves as co-lead of the Future of Exam Delivery (FED) initiative, a multi-year, multi-stage transformation from paper-pencil exam administration to computer-based testing.

Prior to coming to CFA Institute, Ms. Jobst served as executive vice president, assessments products division, at the Graduate Management Admission Council (GMAC), where she managed all products and services, research and psychometrics, as well as establishing a product development function. At GMAC, she led the organization toward a strategy and operational plan for the GMAT program, providing GMAC with more control, flexibility, and more organizational competence around its primary asset and revenue generator, the GMAT. Prior to GMAC, Ms. Jobst led the group-study department within the continuing professional education division of the AICPA. A graduate of the University of Texas, she started her career in San Antonio as a CPA auditing professional with experience in both private and publicly held companies in a variety of industries.

Peg will be retiring from CFA Institute, effective 29 April 2022.

Sheri Littlefield

Sheri Littlefield JD

Managing Director and Chief Legal Officer and General Counsel, Corporate Advisory Services

Sheri Littlefield oversees the organization's global legal services, compliance and risk management, and board services functions. As chief legal officer, she oversees all legal matters on a global basis and serves as advisor to CFA Institute leadership and Board of Governors. She directs and advises on global litigation, intellectual property protection strategies, transactional matters, employment issues, governance, and other in-house legal services.

Ms. Littlefield has practiced law in a variety of disciplines and matters encompassing complex transactions, international litigation, environmental law, international trade controls, antitrust, and employment law, among others. Most recently, she served as general counsel at GE Industrial Solutions in Charlottesville, Virginia, where she oversaw all legal and compliance issues for the business around the world. She has served as general counsel to GE Intelligent Platforms and as counsel to the Hudson River Program for the General Electric Company, which included the implementation of one of the largest and most logistically complex environmental dredging cleanups in U.S. history. Prior to joining GE, Ms. Littlefield was counsel in the Albany office of Nixon Peabody. She graduated from George Washington University with a Bachelor of Arts degree in political science and a minor in Japanese. Ms. Littlefield also earned a Juris Doctor degree from Boston University School of Law.

Paul Moody

Paul Moody

Managing Director, Regions, Marketing & Customer Experience and Societies

Paul Moody directs the organization’s regional, marketing and customer experience strategy, and leads the teams who work with the 160 local CFA societies around the world. His priorities include deepening our society and institutional relationships, accelerating our B2B and B2C sales and distribution capabilities, bringing new professional educational products to market, and driving revenue growth across our product portfolio.

Prior to joining CFA Institute, Mr. Moody enjoyed a 30-year career in asset management, including more than 20 years at Aviva Investors leading strategic partnerships, business strategy, and execution of the Client Solutions business plan. He embedded environmental, social, and governance (ESG) factors into client solutions — in particular, a climate transition suite of funds across liquid and illiquid assets and smart beta ESG/climate enhanced solutions. Prior to Aviva Investors, Mr. Moody worked at Henderson Global Investors Limited, NPI, and National Westminster Bank. He holds a bachelor’s degree in economics from the University of Wolverhampton and is a Chartered Alternative Investment Analyst (CAIA).

He is based in the London, UK office.

Barbara S. Petitt

Barbara S. Petitt CFA

Managing Director, Professional Learning

Barbara Petitt leads the organization’s professional learning team, responsible for offering high-quality, practitioner-relevant educational content to help members and industry professionals strengthen their knowledge, skills, and competencies. She started in the London office as Director of Curriculum Projects, EMEA, and then served as head of journal publications and managing editor of the Financial Analysts Journal. More recently, she served as senior head of curriculum and learning experience, leading the team responsible for the curriculum and all study tools for the credentialing programs, and overseeing the migration of these programs to the Learning Ecosystem, a state-of-the-art digital platform.

Prior to joining CFA Institute, Barbara Petitt worked in consulting and held faculty positions in higher education in the United States, France, and the United Kingdom. She also served as Director of Online Studies at Laureate Online Education. Her expertise is in designing, developing, and delivering educational products and services that serve corporate clients’ and adult learners’ needs. She holds the CFA charter and a Ph.D. in Finance from the University of Grenoble Alpes and a Masters in Management from EDHEC Business School.