Corporate Board Profile
Tech Score: 0/100
| Filing Date | Source Excerpt |
|---|---|
| 2022-03-18 | President, Chief Executive Officer and Director of CFA Institute; Director of OM Asset Management plc.; CFA charterholder |
| 2023-03-17 | President, CEO of CFA Institute; Founding Partner of Jade River Capital Management; CEO of Invesco Institutional N.A.; CFA charterholder. |
| 2024-03-14 | Former CEO of CFA Institute and investment management executive with CFA charter. |
Data sourced from SEC filings. Last updated: 2025-10-11