CFA Institute Names Nischal Pai, CFA, Head of Institutional Relations for the Americas Region
New York City, United States 05 Mar 2020
CFA Institute announced today that Nischal Pai, CFA, has been appointed Head, Institutional Relations for the Americas region, based in New York City.
Pai is responsible for driving strategy and execution for engagement with the financial industry and related stakeholders, including financial institutions and regulators, throughout North and South America. In his role, he will work closely with CFA Societies across markets in the Americas to ensure that engagement is both localized and ongoing.
“CFA Institute helps meet the varied and complex needs of investment management institutions with certification programs, ethical and professional standards, and valuable thought leadership. Nischal’s industry experience is perfectly suited to bring offerings like the CFA Program to the marketplace, with an eye toward building an educated and ethical profession that is a force for good,” said Stephen Horan, CFA, CIPM, Managing Director, Americas Regions of CFA Institute.
Pai brings extensive experience in asset management, capital markets, and wealth management, focused primarily on ultra-high-net-worth and institutional mandates. He joins CFA Institute from Intelligent Edge Advisors, where he served for nine years as Managing Director, Head of Hedging & Structured Solutions, bringing sophisticated risk management solutions to ultra-high-net-worth individuals, family offices, and institutions. In total, he brings more than two decades of professional experience, including positions at U.S. Trust/Bank of America, where he served as Managing Director, Senior Portfolio Manager, managing over $1.5 billion in tax-optimized quantitative strategies for ultra-high-net-worth and institutional clients and co-managing a highly ranked mutual fund, and Bankers Trust/Deutsche Bank.
“I am proud to contribute my experience to the CFA Institute vision of financial markets functioning at their best in service to investors and society, and it is an honor to lead a dedicated team of professionals who already have deep roots throughout the financial community,” said Pai.
About CFA Institute
CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. Our aim is to create an environment where investors’ interests come first, markets function at their best, and economies grow. There are more than 170,000 CFA charterholders worldwide in 162 markets. CFA Institute has nine offices worldwide and there are 158 local member societies. For more information, visit www.cfainstitute.org or follow us on Twitter at @CFAInstitute and on Facebook.com/CFAInstitute.