Corporate Board Profile
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| Filing Date | Source Excerpt |
|---|---|
| 2013-03-01 | President and Chief Executive Officer of CFA Institute, presently and since January 2009; Founding Partner of Jade River Capital Management, LLC., presently and since May 2007; President and Chief Executive Officer, Invesco Institutional N.A., Senior Managing Director and Head of Worldwide Institutional Business, AMVESCAP Plc., a mutual fund company, January 2003 – January 2006 |
| 2014-03-05 | President and Chief Executive Officer of CFA Institute, the world’s largest association of investment professionals, since January 2009 |
| 2015-03-03 | Founding Partner of Jade River Capital Management, LLC since 2007; President and CEO of CFA Institute, an association of investment professionals, 2009 – 2014 |
| 2016-03-04 | Founding Partner & Principal of Jade River Capital Management, LLC, 2007 – 2008; President, Chief Executive Officer and Director of CFA Institute, 2009 – 2014 |
| 2017-03-16 | Mr. Rogers has extensive experience with large investment fund management firms, ranging from chief investment officer to president and chief executive officer. |
| 2018-03-23 | Founding Partner & Principal of Jade River Capital Management, LLC, 2007 – 2008; President, Chief Executive Officer and Director of CFA Institute, 2009 - 2014; President and Chief Executive Officer, Invesco Institutional N.A., Senior Managing Director and Head of Worldwide Institutional Business, AMVESCAP Plc, 2003 – 2006 |
| 2019-03-22 | Mr. Rogers has extensive experience with large investment fund management firms, ranging from chief investment officer to president and chief executive officer. He served as president and chief executive officer of the CFA Institute, the world's leading association of investment professionals, for five and a half years until June 2014. Mr. Rogers has also served as a director and member of the audit, remuneration and nominations and governance committees of OM Asset Management plc., a global investment management firm. |
| 2020-03-20 | President, Chief Executive Officer and Director of CFA Institute, 2009 – 2014; Founding Partner & Principal of Jade River Capital Management, LLC, 2007 – 2008; President and Chief Executive Officer, Invesco Institutional N.A., 2003 – 2006. |
| 2021-03-19 | Mr. Rogers has extensive experience with large investment fund management firms, ranging from chief investment officer to president and chief executive officer. He served as president and chief executive officer of the CFA Institute, the world’s leading association of investment professionals, for four and a half years until June 2014. Mr. Rogers has also served as a director and member of the audit, remuneration and nominations and governance committees of OM Asset Management plc., a global investment management firm. |
Data sourced from SEC filings. Last updated: 2025-10-11