CFA Institute

CFA Institute

CFA Institute

Overview
Date Founded

2001

Headquarters

477 Madison Avenue 21st floor, New York, New York 1002

Charitable Causes

Mutual Benefit Organizations

Employees (Worldwide)

1,232

Industries

Other Business & Consulting Services

Company Description

The Mission of the CFA Institute is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

Website

https://www.cfainstitute.org/pages/index.aspx

Contact Data
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In The News
News Bites Canadian Markets
February 14, 2020
Stock Weekly: WSP Global decreases 1.3% on average volume
News Bites Canadian Markets
February 7, 2020
Stock Weekly: WSP Global in its biggest weekly gain in 3 months
City A.M.
February 4, 2020
THE SECOND ORDER IMPACTS OF ARTIFICIAL INTELLIGENCE; Andrew Morgan, CFA explores the impacts of AI that we are not yet talking about. CFA INSTITUTE TALK
News Bites Canadian Markets
January 31, 2020
Stock Monthly: WSP Global adds CAD567 million (US$749 million) in MCap in January, leads Engineering & Construction sector gains Friday January 31, 2020 17:00 EST
Targeted News Service
January 31, 2020
30,628 Investment Professionals Worldwide Pass Level I CFA Program Exam

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Executives & Employees
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Margaret E. Franklin

President & Chief Executive Officer

William P. McKeithan

General Counsel

Dennnis McLeavey

Head Education

Nick Pollard

Managing Director, Asia Pacific

Gary Baker

Managing Director, EMEA

Michael J. Collins

Managing Director

Kurt Schacht

Managing Director, Advocacy

Raymond J. DeAngelo

Managing Director-Stakeholder Services, Marketing & Communications Division

Jean A. Cash

Managing Director

Stephen M. Horan

Managing Director, Americas

Board of Directors
Kevin Terhaar

Co-Founder at Stairway Partners LLC

Distinguished Alumni
See More
Jeffery Lee Lippens is now Co-Founder at Garde Capital, Inc.
Ken He is now Vice President at Racing Capital Management HK Ltd.
Mark Gallien is now Vice President, Investment Counsellor at Burgundy Asset Management Ltd.
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Trending Organizations
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Bowing out Les - The Daily Telegraph (London)
Morgan Stanley
Biggest Wall Street bank deal since crash - The Daily Telegraph (London)
The Walt Disney Company
'The Clone Wars' kept the 'Stars Wars' flame alive; now it's streaming toward it... - CNN
Intel Corp.
Intel officials say Russia boosting Trump candidacy - Associated Press
Oracle Corp.
Some Oracle employees stop work in protest of Larry Ellison’s pro-Trump politics - Fortune
Paths to CFA Institute
Potential Connections via
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You
CFA Institute
Advisors & Consultants
Advisor
Paul Smith

Former Advisor at CFA Institute
Key Stats and Financials As of 2018
Market Capitalization
Total Enterprise Value
Earnings Per Share
Revenue
$370M
Suppliers
Professional Examination Service, Inc. Internet Software & Services | NEW YORK, NY

Professional Examination Service, Inc. provides online score reporting for candidates and other stakeholders. The firm's services include advisory services, studies of professional/occupational practice, new program feasibility studies, program implementation, examination development, examination administration, scoring and statistical services, program innovation/enhancement, innovative assessment types, alternative recertification programs, self-assessments for continuing competency, practice tests, training-related assessment, market research and program evaluation. The company was founded in 1941 and is headquartered in New York, NY.

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Browse in-depth profiles on 11 million influential people and organizations. Find RelSci relationships, employment history, board memberships, donations, awards, and more.

Explore notable alumni from top universities and organizations. Expand your fundraising pool and make warm introductions to potential new business connections.

Harness the power of your relationships with RelSci Pro, the powerful platform for identifying relationship-driven business opportunities and connections that can propel your career forward.
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