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The above diagram shows the color scheme of the layout in the main result page. The parent entities and officers are those entities, including individual and legal persons, have significant controls over the company in focus. The offspring entities and appointments are those entities that the company in focus can influence on.

Clicking the links on parent entities or officers, and offspring entities or managed companies will put them in focus and show upstream or downstream connections. In general, ascendant entities can be found by moving toward upstream, and descendant entities are by toward downstream. In this way, progenitor entities such as grandparent companies (parents of parent), sibling companies (children of parent), partner companies (parents of child), and progeny entities such as grandchild companies (children of child) can be found easily.

Parent entities and officers
Active 14
  • 1
    Li, Yimei
    Born in May 1976
    Individual (1 offspring)
    Officer
    icon of calendar 2020-09-01 ~ now
    OF - Director → CIF 0
  • 2
    Fung, Geoffrey Ng Ching
    Born in August 1973
    Individual (1 offspring)
    Officer
    icon of calendar 2018-09-01 ~ now
    OF - Director → CIF 0
  • 3
    Litvack, Karina Audrey
    Born in December 1962
    Individual (5 offsprings)
    Officer
    icon of calendar 2019-09-01 ~ now
    OF - Director → CIF 0
  • 4
    Gamba, Daniel
    Managing Director And Head Of Ishares Americas born in September 1967
    Individual (1 offspring)
    Officer
    icon of calendar 2015-09-01 ~ now
    OF - Director → CIF 0
  • 5
    Rothschild, Tricia
    Born in January 1967
    Individual (1 offspring)
    Officer
    icon of calendar 2019-09-01 ~ now
    OF - Director → CIF 0
  • 6
    Kumar Sinha, Punita
    Born in May 1962
    Individual (1 offspring)
    Officer
    icon of calendar 2018-09-01 ~ now
    OF - Director → CIF 0
  • 7
    Lange, Joseph
    Individual (1 offspring)
    Officer
    icon of calendar 2001-12-06 ~ now
    OF - Secretary → CIF 0
  • 8
    Tamim El Jarkass, Zouheir
    Human Capital Leader And Senior Adviser For Lea born in April 1962
    Individual (1 offspring)
    Officer
    icon of calendar 2015-09-01 ~ now
    OF - Director → CIF 0
  • 9
    Wilton, Maria Louise
    Director born in October 1964
    Individual (1 offspring)
    Officer
    icon of calendar 2018-03-01 ~ now
    OF - Director → CIF 0
  • 10
    Fasciano, Daniel John
    Born in September 1966
    Individual (1 offspring)
    Officer
    icon of calendar 2018-09-01 ~ now
    OF - Director → CIF 0
  • 11
    Bailey, Marshall Charles
    Born in June 1966
    Individual (6 offsprings)
    Officer
    icon of calendar 2020-09-01 ~ now
    OF - Director → CIF 0
  • 12
    Bruner, Robert Frank
    Born in October 1949
    Individual (1 offspring)
    Officer
    icon of calendar 2018-09-01 ~ now
    OF - Director → CIF 0
  • 13
    Franklin, Margaret E.
    Born in May 1965
    Individual (1 offspring)
    Officer
    icon of calendar 2019-09-02 ~ now
    OF - Director → CIF 0
  • 14
    Nordin, Diane Carol
    Born in September 1958
    Individual (1 offspring)
    Officer
    icon of calendar 2016-09-01 ~ now
    OF - Director → CIF 0
Ceased 63
  • 1
    Yap, Teong Keat
    Sales Director/Ocbc Securities born in January 1959
    Individual
    Officer
    icon of calendar 2007-09-01 ~ 2009-08-31
    OF - Director → CIF 0
  • 2
    Urwin, Roger
    Global Director born in September 1953
    Individual
    Officer
    icon of calendar 2008-01-09 ~ 2014-08-31
    OF - Director → CIF 0
  • 3
    Ong, Seow Beng
    Government Singapore Investmen born in March 1956
    Individual
    Officer
    icon of calendar 2001-12-06 ~ 2002-08-31
    OF - Director → CIF 0
  • 4
    Trotsky, Michael
    Born in August 1963
    Individual
    Officer
    icon of calendar 2014-01-09 ~ 2017-08-31
    OF - Director → CIF 0
  • 5
    Cardon, Pierre
    Bank For International Settlem born in January 1960
    Individual
    Officer
    icon of calendar 2007-09-01 ~ 2012-08-31
    OF - Director → CIF 0
  • 6
    Noyes, George W.
    Senior Portfolio Manager born in November 1944
    Individual
    Officer
    icon of calendar 2007-09-01 ~ 2008-03-08
    OF - Director → CIF 0
  • 7
    Ralston, Nicola
    Director/Liability Solutions born in January 1955
    Individual
    Officer
    icon of calendar 2007-09-01 ~ 2009-08-31
    OF - Director → CIF 0
  • 8
    Small-kellett, Patricia
    Public Fund/Foundation born in December 1945
    Individual
    Officer
    icon of calendar 2001-12-06 ~ 2004-08-31
    OF - Director → CIF 0
  • 9
    Jones, James G
    President,Sterling Investment Advisors born in September 1964
    Individual
    Officer
    icon of calendar 2010-09-01 ~ 2016-09-01
    OF - Director → CIF 0
  • 10
    Gravel, Monique
    Analyst born in August 1956
    Individual
    Officer
    icon of calendar 2001-12-06 ~ 2007-08-31
    OF - Director → CIF 0
  • 11
    Corley, Elizabeth Pauline Lucy
    Born in October 1956
    Individual (9 offsprings)
    Officer
    icon of calendar 2016-09-01 ~ 2018-01-31
    OF - Director → CIF 0
  • 12
    Lazberger, Mark John
    Ceo Colonial First State Global Asset Management born in November 1961
    Individual
    Officer
    icon of calendar 2012-09-01 ~ 2018-09-01
    OF - Director → CIF 0
  • 13
    Bowman, Thomas
    President born in December 1945
    Individual
    Officer
    icon of calendar 2001-12-06 ~ 2004-08-31
    OF - Director → CIF 0
  • 14
    Dohn, Frank
    Mtual Funds born in March 1949
    Individual
    Officer
    icon of calendar 2001-12-06 ~ 2003-08-31
    OF - Director → CIF 0
  • 15
    Low, Aaron
    Financial Analyst born in January 1959
    Individual
    Officer
    icon of calendar 2010-09-01 ~ 2016-09-01
    OF - Director → CIF 0
  • 16
    Spentzos, George
    Advisory Board Member born in March 1964
    Individual (4 offsprings)
    Officer
    icon of calendar 2015-09-01 ~ 2018-09-01
    OF - Director → CIF 0
  • 17
    Stout, Lynn
    Born in September 1957
    Individual
    Officer
    icon of calendar 2014-01-09 ~ 2018-04-16
    OF - Director → CIF 0
  • 18
    Okazaki, Yoshiharu
    Institutional Investment Couns born in October 1943
    Individual
    Officer
    icon of calendar 2001-12-06 ~ 2003-08-31
    OF - Director → CIF 0
  • 19
    Carcano, Alida
    Ceo Credit Suisse born in July 1967
    Individual
    Officer
    icon of calendar 2007-09-01 ~ 2008-03-08
    OF - Director → CIF 0
  • 20
    Singer, Brian D.
    General Manager/Ubs born in August 1960
    Individual
    Officer
    icon of calendar 2007-09-01 ~ 2010-08-31
    OF - Director → CIF 0
  • 21
    Hamilton-keen, Elizabeth
    Director And Portfolio Mamager born in November 1969
    Individual
    Officer
    icon of calendar 2010-09-01 ~ 2017-08-31
    OF - Director → CIF 0
  • 22
    Speece Jr., Fred
    Speece Thorson Capital Group I born in October 1944
    Individual
    Officer
    icon of calendar 2001-12-06 ~ 2002-08-31
    OF - Director → CIF 0
  • 23
    Brilliant, Heather
    Ceo born in October 1976
    Individual
    Officer
    icon of calendar 2013-09-01 ~ 2020-08-31
    OF - Director → CIF 0
  • 24
    Farkas, Denise
    Individual Investment Counseli born in July 1959
    Individual
    Officer
    icon of calendar 2001-12-06 ~ 2005-08-31
    OF - Director → CIF 0
  • 25
    Jones, Samuel B.
    Cio/Trillium born in June 1941
    Individual
    Officer
    icon of calendar 2007-09-01 ~ 2010-08-31
    OF - Director → CIF 0
  • 26
    Lebel, Frederic
    Chief Investment Officer born in April 1968
    Individual
    Officer
    icon of calendar 2011-09-01 ~ 2018-09-01
    OF - Director → CIF 0
  • 27
    Trotter, Donald
    Institutional Investment Couns born in April 1948
    Individual
    Officer
    icon of calendar 2001-12-06 ~ 2003-08-31
    OF - Director → CIF 0
  • 28
    Sarasin, Philippe
    Partner born in February 1955
    Individual
    Officer
    icon of calendar 2001-12-06 ~ 2003-08-31
    OF - Director → CIF 0
  • 29
    Price, Lee
    Institutional Investment Couns born in August 1943
    Individual
    Officer
    icon of calendar 2001-12-06 ~ 2002-08-31
    OF - Director → CIF 0
  • 30
    Rogers, John
    President And Chief Executive Officer born in October 1961
    Individual
    Officer
    icon of calendar 2009-01-05 ~ 2014-05-31
    OF - Director → CIF 0
  • 31
    Koksal, Attila
    Deputy Ceo born in January 1960
    Individual
    Officer
    icon of calendar 2011-09-01 ~ 2017-08-31
    OF - Director → CIF 0
  • 32
    Al-hajeri, Saeed Mubarak Rashid
    Executive Director born in November 1972
    Individual
    Officer
    icon of calendar 2008-01-09 ~ 2014-08-31
    OF - Director → CIF 0
  • 33
    Lorenzen, Jeffrey D.
    Managing Director born in June 1965
    Individual
    Officer
    icon of calendar 2007-09-01 ~ 2013-08-31
    OF - Director → CIF 0
  • 34
    Hollis, James E.
    Cutter Associates born in January 1948
    Individual
    Officer
    icon of calendar 2007-09-01 ~ 2008-03-08
    OF - Director → CIF 0
  • 35
    Ballocchi, Giuseppe
    Head Financial Engineering And Risk born in January 1960
    Individual
    Officer
    icon of calendar 2010-09-01 ~ 2016-09-01
    OF - Director → CIF 0
  • 36
    Zeikel, Arthur
    Institutional Investment Couns born in June 1932
    Individual
    Officer
    icon of calendar 2001-12-06 ~ 2002-08-31
    OF - Director → CIF 0
  • 37
    Anson, Mark Jonathon
    President/Nuveen born in June 1959
    Individual
    Officer
    icon of calendar 2007-09-01 ~ 2012-08-31
    OF - Director → CIF 0
  • 38
    Bennett, Leah Rebecca
    Chief Operating Officer born in November 1968
    Individual
    Officer
    icon of calendar 2017-09-01 ~ 2020-08-31
    OF - Director → CIF 0
  • 39
    Shao, Jane
    Managing Director born in June 1967
    Individual
    Officer
    icon of calendar 2008-01-09 ~ 2014-08-31
    OF - Director → CIF 0
  • 40
    Jenkins, Robert Warren
    Adjunct Professor Finance born in January 1951
    Individual
    Officer
    icon of calendar 2013-09-01 ~ 2019-08-31
    OF - Director → CIF 0
  • 41
    Yang, Charles Jaechul
    Chief Investment Officer born in September 1963
    Individual
    Officer
    icon of calendar 2009-09-01 ~ 2015-08-31
    OF - Director → CIF 0
  • 42
    Lee, Stanley G.
    Portfolio Manager born in January 1962
    Individual
    Officer
    icon of calendar 2007-09-01 ~ 2011-08-31
    OF - Director → CIF 0
  • 43
    Stannard, John Charles
    Managing Director/Russell born in July 1956
    Individual (1 offspring)
    Officer
    icon of calendar 2007-09-01 ~ 2008-03-08
    OF - Director → CIF 0
  • 44
    Smith, Paul
    President & Ceo, Cfa Institute born in June 1959
    Individual (3 offsprings)
    Officer
    icon of calendar 2015-01-20 ~ 2019-09-01
    OF - Director → CIF 0
  • 45
    Welch, Thomas B.
    Wells Capital Management born in January 1956
    Individual
    Officer
    icon of calendar 2007-09-01 ~ 2011-08-31
    OF - Director → CIF 0
  • 46
    Booth, Kathryn Ryan
    Senior Managing Director born in November 1950
    Individual
    Officer
    icon of calendar 2008-01-09 ~ 2011-08-31
    OF - Director → CIF 0
  • 47
    Proctor, Kenneth Scott
    Born in February 1971
    Individual
    Officer
    icon of calendar 2014-01-09 ~ 2017-08-31
    OF - Director → CIF 0
  • 48
    Duhamel, Vincent
    Managing Director/Goldman Sach born in January 1964
    Individual
    Officer
    icon of calendar 2007-09-01 ~ 2008-03-08
    OF - Director → CIF 0
    Duhamel, Vincent
    State Street Global Advisors born in August 1964
    Individual
    Officer
    icon of calendar 2001-12-06 ~ 2008-08-31
    OF - Director → CIF 0
  • 49
    Miller, Janet
    Individual Investment Counseli born in January 1953
    Individual
    Officer
    icon of calendar 2001-12-06 ~ 2004-08-31
    OF - Director → CIF 0
  • 50
    Ghayur, Khalid
    Institutional Investment Couns born in September 1961
    Individual
    Officer
    icon of calendar 2001-12-06 ~ 2004-08-31
    OF - Director → CIF 0
  • 51
    Singhania, Sunil
    Chief Investment Officer Equity Investments Of born in May 1967
    Individual
    Officer
    icon of calendar 2013-09-01 ~ 2019-08-31
    OF - Director → CIF 0
  • 52
    Aronson, Theodore
    Aronson & Partners born in January 1952
    Individual
    Officer
    icon of calendar 2001-12-06 ~ 2005-08-31
    OF - Director → CIF 0
  • 53
    Yu, Hua
    Born in May 1954
    Individual
    Officer
    icon of calendar 2014-01-09 ~ 2020-08-31
    OF - Director → CIF 0
  • 54
    Diermeier, Jeffrey D.
    President/Ceo/Cfa Institute born in October 1952
    Individual
    Officer
    icon of calendar 2007-09-01 ~ 2008-12-31
    OF - Director → CIF 0
  • 55
    Scanlan, Matthew
    President And Ceo born in January 1955
    Individual
    Officer
    icon of calendar 2011-09-01 ~ 2014-08-31
    OF - Director → CIF 0
  • 56
    Franklin, Margaret E.
    Kj Harrison & Partners born in May 1965
    Individual (1 offspring)
    Officer
    icon of calendar 2007-09-01 ~ 2012-08-31
    OF - Director → CIF 0
  • 57
    Lister, Cheryl-ann
    Government Regulator born in May 1957
    Individual
    Officer
    icon of calendar 2001-12-06 ~ 2003-08-31
    OF - Director → CIF 0
  • 58
    Jordan, Amaury
    Individual Investment Counsell born in March 1961
    Individual (3 offsprings)
    Officer
    icon of calendar 2001-12-06 ~ 2003-08-31
    OF - Director → CIF 0
  • 59
    Meader, Daniel S.
    Managing Partner born in July 1962
    Individual
    Officer
    icon of calendar 2007-09-01 ~ 2013-08-31
    OF - Director → CIF 0
  • 60
    Mclean, Colin William
    Ceo Svm Asset Management Ltd born in October 1952
    Individual (2 offsprings)
    Officer
    icon of calendar 2012-09-01 ~ 2018-09-01
    OF - Director → CIF 0
  • 61
    Churchill, Dwight
    Fixed Income Division born in December 1953
    Individual
    Officer
    icon of calendar 2001-12-06 ~ 2015-01-19
    OF - Director → CIF 0
    Churchill, Dwight
    President & Ceo, Cfa Institute born in December 1953
    Individual
    icon of calendar 2014-06-09 ~ 2015-01-19
    OF - Director → CIF 0
  • 62
    Trevillian, Malcolm
    Individual Investment Counseli born in June 1956
    Individual
    Officer
    icon of calendar 2001-12-06 ~ 2004-08-31
    OF - Director → CIF 0
  • 63
    Meder, Alan
    Principal Financial Officer born in January 1959
    Individual
    Officer
    icon of calendar 2008-01-09 ~ 2014-08-31
    OF - Director → CIF 0
parent relation
Company in focus

CFA INSTITUTE

Previous name
ASSOCIATION FOR INVESTMENT MANAGEMENT AND RESEARCH - 2004-07-28
Standard Industrial Classification
None Supplied - None Supplied

  • CFA INSTITUTE
    Info
    ASSOCIATION FOR INVESTMENT MANAGEMENT AND RESEARCH - 2004-07-28
    Registered number FC023596
    icon of addressCfa Institute, 915 E. High Street, Charlottesville, Virginia 22902
    OVERSEAS COMPANY incorporated on 2001-11-29 (24 years). The company status is Active.
    CIF 0
child relation
Offspring entities and appointments
Active 0
  • Not found in our database.

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Contains public sector information retrieved at 12 November 2025 and licensed under the Open Government Licence v3.0.