The Leadership Team at CFA Institute is responsible for setting the strategic direction and vision of the organization, ensuring effective governance, and driving initiatives that advance the professional development of investment professionals globally. This team collaborates across various functions, including research, education, advocacy, and operations, to uphold the institute's commitment to excellence in finance education and support its mission as a not-for-profit organization.
Andrew Rome
Chief People Officer
Chris Wiese
Managing Director, Education, ...
Margaret Franklin
President and CEO
Marty P. Colburn
Chief Operating Officer
Mike Peterson
Sr. Head, CTO
Paul Moody
Managing Director, Global Part...
Paul P. Andrews
Managing Director for Research...
Sheri Littlefield
Managing Director and Chief Le...
Steven Hendry
Chief Financial Officer