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The Chartered Financial Analyst (CFA) program is a postgraduate professional certification offered internationally by the US-based CFA Institute (formerly the Association for Investment Management and Research, or AIMR) to investment and financial professionals.
Gross is a CFA Charterholder, who earned his credentials while working as an investment analyst for Pacific Mutual Life between 1971 and 1976. [12]Nicknamed the "Bond King" by Fortune magazine in 2002, [13] Gross managed one of the world's largest mutual funds, focusing mostly on bonds and fixed income investments.
[13] [14] In May 2017, he was conferred with the inaugural Lifetime Achievement Volunteer of the Year Award from the CFA Institute and he was presented the award during a ceremony held at Society Leadership Conference held in Philadelphia, Pennsylvania. [15] In October 2018, he was appointed as an independent director at Seylan Bank. [10] [16]
Margaret Franklin, CFA, is CEO and President of the CFA Institute. [1] Franklin is the first woman to hold this role. [2]She assumed this role in September 2019. [3]She has spoken about the factors which deter women from joining the financial services and investment industry, [4] as well as the impacts of the gender pensions gap on the retirement of women.
The CFA Institute is a global, not-for-profit professional organization that provides investment professionals with finance education. The institute aims to promote standards in ethics, education, and professional excellence in the global investment services industry.
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David Martin Darst, CFA, is an American financier, educator, author, and triathlete. For 17 years, he was a Managing Director and Chief Investment Strategist of Morgan Stanley Wealth Management, where he served as Vice Chairman of the Morgan Stanley Wealth Management Global Investment Committee. He was the founding President of the Morgan ...