Margaret Franklin

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Margaret Franklin, CFA, is CEO and President of the CFA Institute. [1] Franklin is the first woman to hold this role. [2]

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She assumed this role in September 2019 [3] and leads the organization in promoting the highest standards of education, ethics, and professional excellence in the investment profession. Franklin has more than 25 years of investment and wealth management experience

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. [5] [6] She is also regularly invited to speak at industry events on the impact of environmental, social, and governance (ESG) factors on the investment process and profession.

Education and career

She holds a degree in Economics from McMaster University in Ontario. Franklin is also a CFA charterholder.

Franklin has previously worked at a number of other financial institutions including Marret Private Wealth, State Street Global Advisors and Barclays Global Investors. Prior to joining Marret, Margaret was a partner with KJ Harrison & Partners. [7]

She was chair of the CFA board of governors in 2011 and on the board of the CFA Society Toronto. She was previously President of BNY Mellon Wealth Management in Canada and head of International Wealth Management in North America. She joined BNY Mellon in 2016. [8]

Awards

Franklin was awarded the CFA Institute’s Alfred C. “Pete” Morley Distinguished Service Award in 2014 [9] The award is given to individuals who have made a significant contribution to the leadership of the CFA Institute [10]

In 2020, she was awarded a Top Voice in for the Finance & Economy category on LinkedIn for her content about the investment profession in recognition of the quality and engagement of her postings. [11]

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References

  1. ↑ "Margaret Franklin". Impact Investing Institute. Retrieved 2022-02-25.
  2. ↑ "Margaret Franklin named president and CEO of CFA Institute". Investment Executive. 2019-06-24. Retrieved 2022-02-25.
  3. ↑ "NEW LEADERSHIP AT CFA INSTITUTE".{{cite journal}}: Cite journal requires |journal= (help)
  4. ↑ "'We're moving towards a more gender-diverse financial services industry'". mint. 2021-08-27. Retrieved 2022-02-25.
  5. ↑ Institute, Margaret Franklin, president and CEO, CFA (2021-11-01). "Op-ed: Gender gap in pensions is real and needs to be fixed". CNBC. Retrieved 2022-02-25.
  6. ↑ "Global Pension Index calls for pension systems reform to close gender gap in retirement income". CFA Institute. Retrieved 2022-02-25.
  7. ↑ "Leadership Team".{{cite journal}}: Cite journal requires |journal= (help)
  8. ↑ "Margaret Franklin CFA - CFA Institute | Digital Wealth 2021 Speaker". informaconnect.com. Retrieved 2022-02-25.
  9. ↑ "Marg Franklin honoured by CFA Institute". Advisor's Edge. 2014-06-26. Retrieved 2022-02-25.
  10. ↑ "Margaret Franklin, CFA, Receives Distinguished Service Award for Outstanding Investment Professionals". www.newswire.ca. Retrieved 2022-02-25.
  11. ↑ "LinkedIn Top Voices 2020 shouts success for CFA Institute > Living Group". Living Group. Retrieved 2022-07-06.
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