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)

1,244

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
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October 31, 2019
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October 16, 2019
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October 10, 2019
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September 12, 2019
AACSB Chief Recognized for Contributions to Investment Management Profession

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Executives & Employees
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Margaret E. Franklin

Chief Executive Officer & President

William P. McKeithan

General Counsel

Dennnis McLeavey

Head Education

Nick Pollard

Managing Director, Asia Pacific

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

Nitin Mehta

Managing Director for Europe, Middle East & Africa (EMEA)

Michael K. Dalton

Managing Director

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.
Paiboon Nalinthrangkurn is now Chief Executive Officer at Tisco Securities Co. Ltd.
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CFA Institute
Advisors & Consultants
Advisor
Paul Smith

Advisor at CFA Institute
Key Stats and Financials As of 2016
Market Capitalization
Total Enterprise Value
Earnings Per Share
Revenue
$285M
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.

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