Cfa Institute
- Incorporated
- 29 November 2001 (24 years)
- Industry
- None Supplied (None Supplied)
- Directors
- Yimei LiMargaret E. Franklin
- Accounts type
- Group
- Address
- Cfa Institute915 E. High StreetCharlottesvilleUnited States
Officers 14 active
Officer details are public data from the Companies House register.
Director · Appointed 1 September 2020
British
Born June 1966 (60)
Li, Yimei
Director · Appointed 1 September 2020
Chinese
Born May 1976 (50)
Franklin, Margaret E.
Director · Appointed 2 September 2019
Canadian
Born May 1965 (61)
Director · Appointed 1 September 2019
French,Canadian
Born December 1962 (63)
Rothschild, Tricia
Director · Appointed 1 September 2019
American
Born January 1967 (59)
Bruner, Robert Frank
Director · Appointed 1 September 2018
American
Born October 1949 (77)
Fasciano, Daniel John
Director · Appointed 1 September 2018
American
Born September 1966 (60)
Fung, Geoffrey Ng Ching
Director · Appointed 1 September 2018
Malaysian
Born August 1973 (53)
Kumar Sinha, Punita
Director · Appointed 1 September 2018
American
Born May 1962 (64)
Wilton, Maria Louise
Director · Appointed 1 March 2018
Australian
Born October 1964 (62)
Nordin, Diane Carol
Director · Appointed 1 September 2016
American
Born September 1958 (68)
Gamba, Daniel
Director · Appointed 1 September 2015
British
Born September 1967 (59)
Tamim El Jarkass, Zouheir
Director · Appointed 1 September 2015
Canadian
Born April 1962 (64)
Lange, Joseph
Secretary · Appointed 6 December 2001
American
Officer history (65 former)
1 September 2020
1 September 2020
Appointed Li, Yimei as Director
31 August 2020
Resigned Yu, Hua as Director
31 August 2020
Resigned Brilliant, Heather as Director
31 August 2020
Resigned Bennett, Leah Rebecca as Director
2 September 2019
Appointed Franklin, Margaret E. as Director
1 September 2019
1 September 2019
Appointed Rothschild, Tricia as Director
1 September 2019
Resigned Smith, Paul as Director
31 August 2019
Resigned Singhania, Sunil as Director
31 August 2019
1 September 2018
1 September 2018
Appointed Bruner, Robert Frank as Director
1 September 2018
Appointed Fasciano, Daniel John as Director
1 September 2018
Appointed Fung, Geoffrey Ng Ching as Director
1 September 2018
1 September 2018
Appointed Kumar Sinha, Punita as Director
1 September 2018
Resigned Spentzos, George as Director
1 September 2018
Resigned Lebel, Frederic as Director
16 April 2018
Resigned Stout, Lynn as Director
1 March 2018
Appointed Wilton, Maria Louise as Director
31 January 2018
Resigned Corley, Elizabeth Pauline Lucy as Director
1 September 2017
Appointed Bennett, Leah Rebecca as Director
31 August 2017
Resigned Koksal, Attila as Director
31 August 2017
Resigned Proctor, Kenneth Scott as Director
31 August 2017
Resigned Hamilton-Keen, Elizabeth as Director
31 August 2017
Resigned Trotsky, Michael as Director
1 September 2016
Resigned Ballocchi, Giuseppe as Director
1 September 2016
Resigned Jones, James G as Director
1 September 2016
Appointed Corley, Elizabeth Pauline Lucy as Director
1 September 2016
Appointed Nordin, Diane Carol as Director
1 September 2016
Resigned Low, Aaron as Director
1 September 2015
Appointed Spentzos, George as Director
1 September 2015
Appointed Tamim El Jarkass, Zouheir as Director
1 September 2015
Appointed Gamba, Daniel as Director
31 August 2015
20 January 2015
Appointed Smith, Paul as Director
19 January 2015
Resigned Churchill, Dwight as Director
19 January 2015
Resigned Churchill, Dwight as Director
31 August 2014
31 August 2014
Resigned Meder, Alan as Director
31 August 2014
Resigned Shao, Jane as Director
31 August 2014
Resigned Scanlan, Matthew as Director
31 August 2014
Resigned Urwin, Roger as Director
9 June 2014
Appointed Churchill, Dwight as Director
31 May 2014
Resigned Rogers, John as Director
9 January 2014
Appointed Trotsky, Michael as Director
9 January 2014
Appointed Proctor, Kenneth Scott as Director
9 January 2014
Appointed Stout, Lynn as Director
9 January 2014
Appointed Yu, Hua as Director
1 September 2013
1 September 2013
Appointed Brilliant, Heather as Director
1 September 2013
Appointed Singhania, Sunil as Director
31 August 2013
Resigned Lorenzen, Jeffrey D. as Director
31 August 2013
Resigned Meader, Daniel S. as Director
1 September 2012
1 September 2012
31 August 2012
Resigned Franklin, Margaret E. as Director
31 August 2012
Resigned Cardon, Pierre as Director
31 August 2012
1 September 2011
Appointed Scanlan, Matthew as Director
1 September 2011
Appointed Lebel, Frederic as Director
1 September 2011
Appointed Koksal, Attila as Director
31 August 2011
Resigned Lee, Stanley G. as Director
31 August 2011
Resigned Welch, Thomas B. as Director
31 August 2011
Resigned Booth, Kathryn Ryan as Director
1 September 2010
Appointed Jones, James G as Director
1 September 2010
Appointed Ballocchi, Giuseppe as Director
1 September 2010
Appointed Low, Aaron as Director
1 September 2010
Appointed Hamilton-Keen, Elizabeth as Director
31 August 2010
Resigned Singer, Brian D. as Director
31 August 2010
Resigned Jones, Samuel B. as Director
1 September 2009
31 August 2009
Resigned Yap, Teong Keat as Director
31 August 2009
Resigned Ralston, Nicola as Director
5 January 2009
Appointed Rogers, John as Director
31 December 2008
Resigned Diermeier, Jeffrey D. as Director
31 August 2008
Resigned Duhamel, Vincent as Director
8 March 2008
Resigned Duhamel, Vincent as Director
8 March 2008
Resigned Carcano, Alida as Director
8 March 2008
8 March 2008
Resigned Noyes, George W. as Director
8 March 2008
Resigned Hollis, James E. as Director
9 January 2008
Appointed Booth, Kathryn Ryan as Director
9 January 2008
9 January 2008
Appointed Meder, Alan as Director
9 January 2008
Appointed Shao, Jane as Director
9 January 2008
Appointed Urwin, Roger as Director
1 September 2007
Appointed Lee, Stanley G. as Director
1 September 2007
Appointed Yap, Teong Keat as Director
1 September 2007
Appointed Diermeier, Jeffrey D. as Director
1 September 2007
Appointed Duhamel, Vincent as Director
1 September 2007
Appointed Welch, Thomas B. as Director
1 September 2007
Appointed Singer, Brian D. as Director
1 September 2007
1 September 2007
Appointed Carcano, Alida as Director
1 September 2007
Appointed Cardon, Pierre as Director
1 September 2007
Appointed Jones, Samuel B. as Director
1 September 2007
Appointed Franklin, Margaret E. as Director
1 September 2007
Appointed Noyes, George W. as Director
1 September 2007
Appointed Lorenzen, Jeffrey D. as Director
1 September 2007
Appointed Hollis, James E. as Director
1 September 2007
Appointed Meader, Daniel S. as Director
1 September 2007
Appointed Ralston, Nicola as Director
1 September 2007
31 August 2007
Resigned Gravel, Monique as Director
31 August 2005
Resigned Farkas, Denise as Director
31 August 2005
Resigned Aronson, Theodore as Director
31 August 2004
Resigned Ghayur, Khalid as Director
31 August 2004
Resigned Miller, Janet as Director
31 August 2004
Resigned Small-Kellett, Patricia as Director
31 August 2004
Resigned Bowman, Thomas as Director
31 August 2004
Resigned Trevillian, Malcolm as Director
31 August 2003
Resigned Dohn, Frank as Director
31 August 2003
Resigned Jordan, Amaury as Director
31 August 2003
Resigned Lister, Cheryl-Ann as Director
31 August 2003
Resigned Okazaki, Yoshiharu as Director
31 August 2003
Resigned Sarasin, Philippe as Director
31 August 2003
Resigned Trotter, Donald as Director
31 August 2002
31 August 2002
Resigned Speece Jr., Fred as Director
31 August 2002
Resigned Price, Lee as Director
31 August 2002
Resigned Ong, Seow Beng as Director
6 December 2001
6 December 2001
Appointed Bowman, Thomas as Director
6 December 2001
Appointed Trotter, Donald as Director
6 December 2001
Appointed Ghayur, Khalid as Director
6 December 2001
Appointed Sarasin, Philippe as Director
6 December 2001
Appointed Miller, Janet as Director
6 December 2001
Appointed Okazaki, Yoshiharu as Director
6 December 2001
Appointed Small-Kellett, Patricia as Director
6 December 2001
Appointed Lister, Cheryl-Ann as Director
6 December 2001
Appointed Trevillian, Malcolm as Director
6 December 2001
Appointed Jordan, Amaury as Director
6 December 2001
Appointed Aronson, Theodore as Director
6 December 2001
Appointed Dohn, Frank as Director
6 December 2001
Appointed Farkas, Denise as Director
6 December 2001
Appointed Speece Jr., Fred as Director
6 December 2001
Appointed Gravel, Monique as Director
6 December 2001
Appointed Price, Lee as Director
6 December 2001
Appointed Duhamel, Vincent as Director
6 December 2001
Appointed Ong, Seow Beng as Director
6 December 2001
Appointed Churchill, Dwight as Director
6 December 2001
Appointed Lange, Joseph as Secretary
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 26 November 2024 | Group of companies' accounts | 31 August 2021 | ||
| 26 November 2024 | Group of companies' accounts | 31 August 2022 | ||
| 29 October 2021 | Termination of an authorised person | |||
| 16 February 2021 | Group of companies' accounts | 31 August 2020 | ||
| 5 November 2020 | Appointment of a director |
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