Franklin begins CFA tenure

The 18-member board is comprised of investment professionals from eight countries: Canada, China, Japan, Singapore, Switzerland, United Arab Emirates, United Kingdom and the United States.

As former president of the Toronto CFA Society, Franklin has worked with global institutions including Barclays Global Investors, State Street Global Advisors and Mercer before moving to the private client business. Franklin was a partner in a boutique private client firm for eight years before launching Kinsale Private Wealth.

“As vice chair, I had the great privilege of seeing CFA Institute’s global impact at work during one of the most volatile markets in recent history,” said Franklin. “This experience has given me tremendous appreciation for the deep need for CFA Institute as a multi-constituent, non-partisan body to lead the investment profession globally.

“There has never been a more important time for CFA Institute to engage with all serious investment professionals in the restoration of our industry’s trust. Our strength is in our membership, local societies, staff, and the thousands of volunteers who commit in many ways to bettering our profession.”

Franklin succeeds Tom Welch who will continue to serve on the board as immediate past chair, while Dan Meader will serve as vice-chair.

Four new governors were also elected to serve a new three-year term that commences today. They are: Beth Hamilton-Keen, CFA, director and portfolio manager at Mawer Investment Management, Ltd. in Calgary, Canada; Giuseppe Ballocchi, CFA, head of financial engineering and risk analytics at the Trading Division of Pictet & Cie in Geneva, Switzerland; James G. Jones, CFA, founder and president of Sterling Investment Advisors, LLC in Bolivar, Missouri; and Aaron Low, CFA, principal of Lumen Advisors in Singapore and San Francisco, California.

Read Advisor.ca’s coverage of the CFA Institute’s 63rd Annual Conference in Top Minds and Invaluable Insights.

(09/01/10)