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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 76
  • 1
    Lebel, Frederic
    Chief Investment Officer born in April 1968
    Individual (1 offspring)
    Officer
    2011-09-01 ~ 2018-09-01
    OF - Director → CIF 0
  • 2
    Diermeier, Jeffrey D.
    President/Ceo/Cfa Institute born in October 1952
    Individual (1 offspring)
    Officer
    2007-09-01 ~ 2008-12-31
    OF - Director → CIF 0
  • 3
    Bailey, Marshall Charles
    Born in June 1966
    Individual (22 offsprings)
    Officer
    2020-09-01 ~ now
    OF - Director → CIF 0
  • 4
    Jordan, Amaury
    Individual Investment Counsell born in March 1961
    Individual (4 offsprings)
    Officer
    2001-12-06 ~ 2003-08-31
    OF - Director → CIF 0
  • 5
    Nordin, Diane Carol
    Born in September 1958
    Individual (2 offsprings)
    Officer
    2016-09-01 ~ now
    OF - Director → CIF 0
  • 6
    Okazaki, Yoshiharu
    Institutional Investment Couns born in October 1943
    Individual (1 offspring)
    Officer
    2001-12-06 ~ 2003-08-31
    OF - Director → CIF 0
  • 7
    Welch, Thomas B.
    Wells Capital Management born in January 1956
    Individual (1 offspring)
    Officer
    2007-09-01 ~ 2011-08-31
    OF - Director → CIF 0
  • 8
    Wilton, Maria Louise
    Born in October 1964
    Individual (1 offspring)
    Officer
    2018-03-01 ~ now
    OF - Director → CIF 0
  • 9
    Aronson, Theodore
    Aronson & Partners born in January 1952
    Individual (1 offspring)
    Officer
    2001-12-06 ~ 2005-08-31
    OF - Director → CIF 0
  • 10
    Fasciano, Daniel John
    Born in September 1966
    Individual (1 offspring)
    Officer
    2018-09-01 ~ now
    OF - Director → CIF 0
  • 11
    Hollis, James E.
    Cutter Associates born in January 1948
    Individual (1 offspring)
    Officer
    2007-09-01 ~ 2008-03-08
    OF - Director → CIF 0
  • 12
    Kumar Sinha, Punita
    Born in May 1962
    Individual (1 offspring)
    Officer
    2018-09-01 ~ now
    OF - Director → CIF 0
  • 13
    Jones, Samuel B.
    Cio/Trillium born in June 1941
    Individual (1 offspring)
    Officer
    2007-09-01 ~ 2010-08-31
    OF - Director → CIF 0
  • 14
    Bowman, Thomas
    President born in December 1945
    Individual (1 offspring)
    Officer
    2001-12-06 ~ 2004-08-31
    OF - Director → CIF 0
  • 15
    Tamim El Jarkass, Zouheir
    Born in April 1962
    Individual (1 offspring)
    Officer
    2015-09-01 ~ now
    OF - Director → CIF 0
  • 16
    Koksal, Attila
    Deputy Ceo born in January 1960
    Individual (1 offspring)
    Officer
    2011-09-01 ~ 2017-08-31
    OF - Director → CIF 0
  • 17
    Franklin, Margaret E.
    Born in May 1965
    Individual (1 offspring)
    Officer
    2019-09-02 ~ now
    OF - Director → CIF 0
    Franklin, Margaret E.
    Kj Harrison & Partners born in May 1965
    Individual (1 offspring)
    2007-09-01 ~ 2012-08-31
    OF - Director → CIF 0
  • 18
    Singer, Brian D.
    General Manager/Ubs born in August 1960
    Individual (1 offspring)
    Officer
    2007-09-01 ~ 2010-08-31
    OF - Director → CIF 0
  • 19
    Zeikel, Arthur
    Institutional Investment Couns born in June 1932
    Individual (3 offsprings)
    Officer
    2001-12-06 ~ 2002-08-31
    OF - Director → CIF 0
  • 20
    Yap, Teong Keat
    Sales Director/Ocbc Securities born in January 1959
    Individual (1 offspring)
    Officer
    2007-09-01 ~ 2009-08-31
    OF - Director → CIF 0
  • 21
    Meader, Daniel S.
    Managing Partner born in July 1962
    Individual (1 offspring)
    Officer
    2007-09-01 ~ 2013-08-31
    OF - Director → CIF 0
  • 22
    Lazberger, Mark John
    Ceo Colonial First State Global Asset Management born in November 1961
    Individual (6 offsprings)
    Officer
    2012-09-01 ~ 2018-09-01
    OF - Director → CIF 0
  • 23
    Trevillian, Malcolm
    Individual Investment Counseli born in June 1956
    Individual (1 offspring)
    Officer
    2001-12-06 ~ 2004-08-31
    OF - Director → CIF 0
  • 24
    Spentzos, George
    Advisory Board Member born in March 1964
    Individual (7 offsprings)
    Officer
    2015-09-01 ~ 2018-09-01
    OF - Director → CIF 0
  • 25
    Smith, Paul
    President & Ceo, Cfa Institute born in June 1959
    Individual (6 offsprings)
    Officer
    2015-01-20 ~ 2019-09-01
    OF - Director → CIF 0
  • 26
    Fung, Geoffrey Ng Ching
    Born in August 1973
    Individual (1 offspring)
    Officer
    2018-09-01 ~ now
    OF - Director → CIF 0
  • 27
    Trotter, Donald
    Institutional Investment Couns born in April 1948
    Individual (1 offspring)
    Officer
    2001-12-06 ~ 2003-08-31
    OF - Director → CIF 0
  • 28
    Ralston, Nicola
    Director/Liability Solutions born in January 1955
    Individual (1 offspring)
    Officer
    2007-09-01 ~ 2009-08-31
    OF - Director → CIF 0
  • 29
    Urwin, Roger
    Global Director born in September 1953
    Individual (1 offspring)
    Officer
    2008-01-09 ~ 2014-08-31
    OF - Director → CIF 0
  • 30
    Shao, Jane
    Managing Director born in June 1967
    Individual (1 offspring)
    Officer
    2008-01-09 ~ 2014-08-31
    OF - Director → CIF 0
  • 31
    Gravel, Monique
    Analyst born in August 1956
    Individual (1 offspring)
    Officer
    2001-12-06 ~ 2007-08-31
    OF - Director → CIF 0
  • 32
    Singhania, Sunil
    Chief Investment Officer Equity Investments Of born in May 1967
    Individual (1 offspring)
    Officer
    2013-09-01 ~ 2019-08-31
    OF - Director → CIF 0
  • 33
    Proctor, Kenneth Scott
    Born in February 1971
    Individual (1 offspring)
    Officer
    2014-01-09 ~ 2017-08-31
    OF - Director → CIF 0
  • 34
    Churchill, Dwight
    Fixed Income Division born in December 1953
    Individual (1 offspring)
    Officer
    2001-12-06 ~ 2015-01-19
    OF - Director → CIF 0
    Churchill, Dwight
    President & Ceo, Cfa Institute born in December 1953
    Individual (1 offspring)
    2014-06-09 ~ 2015-01-19
    OF - Director → CIF 0
  • 35
    Jenkins, Robert Warren
    Adjunct Professor Finance born in January 1951
    Individual (20 offsprings)
    Officer
    2013-09-01 ~ 2019-08-31
    OF - Director → CIF 0
  • 36
    Farkas, Denise
    Individual Investment Counseli born in July 1959
    Individual (1 offspring)
    Officer
    2001-12-06 ~ 2005-08-31
    OF - Director → CIF 0
  • 37
    Yu, Hua
    Born in May 1954
    Individual (1 offspring)
    Officer
    2014-01-09 ~ 2020-08-31
    OF - Director → CIF 0
  • 38
    Cardon, Pierre
    Bank For International Settlem born in January 1960
    Individual (1 offspring)
    Officer
    2007-09-01 ~ 2012-08-31
    OF - Director → CIF 0
  • 39
    Litvack, Karina Audrey
    Born in December 1962
    Individual (9 offsprings)
    Officer
    2019-09-01 ~ now
    OF - Director → CIF 0
  • 40
    Dohn, Frank
    Mtual Funds born in March 1949
    Individual (1 offspring)
    Officer
    2001-12-06 ~ 2003-08-31
    OF - Director → CIF 0
  • 41
    Lister, Cheryl-ann
    Government Regulator born in May 1957
    Individual (1 offspring)
    Officer
    2001-12-06 ~ 2003-08-31
    OF - Director → CIF 0
  • 42
    Anson, Mark Jonathon
    President/Nuveen born in June 1959
    Individual (20 offsprings)
    Officer
    2007-09-01 ~ 2012-08-31
    OF - Director → CIF 0
  • 43
    Meder, Alan
    Principal Financial Officer born in January 1959
    Individual (1 offspring)
    Officer
    2008-01-09 ~ 2014-08-31
    OF - Director → CIF 0
  • 44
    Trotsky, Michael
    Born in August 1963
    Individual (1 offspring)
    Officer
    2014-01-09 ~ 2017-08-31
    OF - Director → CIF 0
  • 45
    Al-hajeri, Saeed Mubarak Rashid
    Executive Director born in November 1972
    Individual (3 offsprings)
    Officer
    2008-01-09 ~ 2014-08-31
    OF - Director → CIF 0
  • 46
    Yang, Charles Jaechul
    Chief Investment Officer born in September 1963
    Individual (2 offsprings)
    Officer
    2009-09-01 ~ 2015-08-31
    OF - Director → CIF 0
  • 47
    Brilliant, Heather
    Ceo born in October 1976
    Individual (1 offspring)
    Officer
    2013-09-01 ~ 2020-08-31
    OF - Director → CIF 0
  • 48
    Duhamel, Vincent
    Managing Director/Goldman Sach born in January 1964
    Individual (2 offsprings)
    Officer
    2007-09-01 ~ 2008-03-08
    OF - Director → CIF 0
    Duhamel, Vincent
    State Street Global Advisors born in August 1964
    Individual (2 offsprings)
    Officer
    2001-12-06 ~ 2008-08-31
    OF - Director → CIF 0
  • 49
    Sarasin, Philippe
    Partner born in February 1955
    Individual (1 offspring)
    Officer
    2001-12-06 ~ 2003-08-31
    OF - Director → CIF 0
  • 50
    Stout, Lynn
    Born in September 1957
    Individual (1 offspring)
    Officer
    2014-01-09 ~ 2018-04-16
    OF - Director → CIF 0
  • 51
    Rogers, John
    President And Chief Executive Officer born in October 1961
    Individual (1 offspring)
    Officer
    2009-01-05 ~ 2014-05-31
    OF - Director → CIF 0
  • 52
    Ong, Seow Beng
    Government Singapore Investmen born in March 1956
    Individual (1 offspring)
    Officer
    2001-12-06 ~ 2002-08-31
    OF - Director → CIF 0
  • 53
    Lee, Stanley G.
    Portfolio Manager born in January 1962
    Individual (1 offspring)
    Officer
    2007-09-01 ~ 2011-08-31
    OF - Director → CIF 0
  • 54
    Corley, Elizabeth Pauline Lucy
    Born in October 1956
    Individual (24 offsprings)
    Officer
    2016-09-01 ~ 2018-01-31
    OF - Director → CIF 0
  • 55
    Speece Jr., Fred
    Speece Thorson Capital Group I born in October 1944
    Individual (1 offspring)
    Officer
    2001-12-06 ~ 2002-08-31
    OF - Director → CIF 0
  • 56
    Carcano, Alida
    Ceo Credit Suisse born in July 1967
    Individual (1 offspring)
    Officer
    2007-09-01 ~ 2008-03-08
    OF - Director → CIF 0
  • 57
    Bennett, Leah Rebecca
    Chief Operating Officer born in November 1968
    Individual (1 offspring)
    Officer
    2017-09-01 ~ 2020-08-31
    OF - Director → CIF 0
  • 58
    Ghayur, Khalid
    Institutional Investment Couns born in September 1961
    Individual (3 offsprings)
    Officer
    2001-12-06 ~ 2004-08-31
    OF - Director → CIF 0
  • 59
    Small-kellett, Patricia
    Public Fund/Foundation born in December 1945
    Individual (1 offspring)
    Officer
    2001-12-06 ~ 2004-08-31
    OF - Director → CIF 0
  • 60
    Noyes, George W.
    Senior Portfolio Manager born in November 1944
    Individual (1 offspring)
    Officer
    2007-09-01 ~ 2008-03-08
    OF - Director → CIF 0
  • 61
    Li, Yimei
    Born in May 1976
    Individual (1 offspring)
    Officer
    2020-09-01 ~ now
    OF - Director → CIF 0
  • 62
    Booth, Kathryn Ryan
    Senior Managing Director born in November 1950
    Individual (1 offspring)
    Officer
    2008-01-09 ~ 2011-08-31
    OF - Director → CIF 0
  • 63
    Ballocchi, Giuseppe
    Head Financial Engineering And Risk born in January 1960
    Individual (1 offspring)
    Officer
    2010-09-01 ~ 2016-09-01
    OF - Director → CIF 0
  • 64
    Low, Aaron
    Financial Analyst born in January 1959
    Individual (1 offspring)
    Officer
    2010-09-01 ~ 2016-09-01
    OF - Director → CIF 0
  • 65
    Scanlan, Matthew
    President And Ceo born in January 1955
    Individual (2 offsprings)
    Officer
    2011-09-01 ~ 2014-08-31
    OF - Director → CIF 0
  • 66
    Jones, James G
    President,Sterling Investment Advisors born in September 1964
    Individual (1 offspring)
    Officer
    2010-09-01 ~ 2016-09-01
    OF - Director → CIF 0
  • 67
    Stannard, John Charles
    Managing Director/Russell born in July 1956
    Individual (10 offsprings)
    Officer
    2007-09-01 ~ 2008-03-08
    OF - Director → CIF 0
  • 68
    Gamba, Daniel
    Born in September 1967
    Individual (1 offspring)
    Officer
    2015-09-01 ~ now
    OF - Director → CIF 0
  • 69
    Bruner, Robert Frank
    Born in October 1949
    Individual (1 offspring)
    Officer
    2018-09-01 ~ now
    OF - Director → CIF 0
  • 70
    Price, Lee
    Institutional Investment Couns born in August 1943
    Individual (1 offspring)
    Officer
    2001-12-06 ~ 2002-08-31
    OF - Director → CIF 0
  • 71
    Rothschild, Tricia
    Born in January 1967
    Individual (1 offspring)
    Officer
    2019-09-01 ~ now
    OF - Director → CIF 0
  • 72
    Lorenzen, Jeffrey D.
    Managing Director born in June 1965
    Individual (1 offspring)
    Officer
    2007-09-01 ~ 2013-08-31
    OF - Director → CIF 0
  • 73
    Miller, Janet
    Individual Investment Counseli born in January 1953
    Individual (1 offspring)
    Officer
    2001-12-06 ~ 2004-08-31
    OF - Director → CIF 0
  • 74
    Mclean, Colin William
    Ceo Svm Asset Management Ltd born in October 1952
    Individual (15 offsprings)
    Officer
    2012-09-01 ~ 2018-09-01
    OF - Director → CIF 0
  • 75
    Lange, Joseph
    Individual (1 offspring)
    Officer
    2001-12-06 ~ now
    OF - Secretary → CIF 0
  • 76
    Hamilton-keen, Elizabeth
    Director And Portfolio Mamager born in November 1969
    Individual (1 offspring)
    Officer
    2010-09-01 ~ 2017-08-31
    OF - Director → CIF 0
parent relation
Company in focus

CFA INSTITUTE

Period: 2004-07-28 ~ now
Company number: FC023596
Registered names
CFA INSTITUTE - now OE031348
Standard Industrial Classification
None Supplied - None Supplied

  • CFA INSTITUTE
    Info
    ASSOCIATION FOR INVESTMENT MANAGEMENT AND RESEARCH - 2004-07-28
    Registered number FC023596
    Cfa Institute, 915 E. High Street, Charlottesville, Virginia 22902
    OVERSEAS COMPANY incorporated on 2001-11-29 (24 years 3 months). The company status is Active.
    CIF 0
child relation
Offspring entities and appointments 0
  • Not found in our database.

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Contains public sector information retrieved at 22 March 2026 and licensed under the Open Government Licence v3.0.