CFA Institute is a global, not-for-profit professional organization that provides investment professionals with finance education.

Consulting

CFA Institute

CFA Institute's headquarters in Charlottesville, VA, United States

The New York office focuses on governance, education, and partnerships within the financial analysis and investment sectors.

New York

Margaret Franklin

Robert Thompson

Peter Varga

Ray de'Angelo

Randi Tolber

Vipin Mayar

Jennifer Garbowicz

Ravi A. Gautham

Mei Gao

Marshall Bailey

Heinz J. Hockmann

This department facilitates the training and evaluation of candidates pursuing Chartered Financial Analyst certifications.

Financial Analyst Development

This department coordinates and supports volunteer initiatives and contributions.

Volunteer Services

This department focuses on managing and developing global partnerships and client solutions across various markets.

Partnerships and Client Solutions

This department specializes in evaluating financial data and providing insights to support business decision-making.

Financial Analysis

This department manages and supports the recruitment, coordination, and activities of volunteers for various programs.

Volunteer Engagement

The Data Analysis and Engineering team at CFA Institute is responsible for leveraging data to enhance decision-making and optimize operational efficiencies. This diverse group of professionals collaborates to develop robust data management strategies, conduct in-depth research analysis, and implement advanced analytical tools, ensuring the organization can effectively support investment professionals with high-quality finance education. They also focus on creating user-friendly data reporting solutions and improving the overall user experience through innovative software development and engineering practices.

CFA Institute

Org chart

Board & advisors

Teams

Financial Analyst Development

Volunteer Services

Partnerships and Client Solutions

Financial Analysis

Volunteer Engagement

Data Analysis and Engineering

Offices

CFA Institute

Org chart

Board & advisors

Teams

Financial Analyst Development

Volunteer Services

Partnerships and Client Solutions

Financial Analysis

Volunteer Engagement

Data Analysis and Engineering

Offices

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