CFA INSTITUTE - History of Changes


DateDescription
2025-05-08 delete person Heather Berry
2025-05-08 insert person Litman Gregory
2025-05-08 insert person Lynn Pontillo
2025-05-08 update person_description Jennifer Garbowicz => Jennifer Garbowicz
2025-05-08 update person_description Lindsey Matthews => Lindsey Matthews
2025-05-08 update person_description Pamela Yang => Pamela Yang
2025-05-08 update person_description Tricia Rothschild => Tricia Rothschild
2025-05-08 update person_title Jennifer Garbowicz: Senior Vice President and Private Client Advisor => West Florida Market President for BNY Wealth
2025-04-07 delete address Office 1105, Signature Al Maqam 11F Al Maqam Tower ADGM Square, Al Maryah Island Abu Dhabi, UAE
2025-04-07 delete management_pages_linkeddomain outlook.com
2025-04-07 insert address 21st Floor Al Maqam Tower ADGM Square, Al Maryah Island Abu Dhabi, UAE
2025-03-06 insert about_pages_linkeddomain cfainstituteevents.org
2025-03-06 insert career_pages_linkeddomain cfainstituteevents.org
2025-03-06 insert contact_pages_linkeddomain cfainstituteevents.org
2025-03-06 insert management_pages_linkeddomain cfainstituteevents.org
2025-01-01 delete person Fionnuala O'Grady
2025-01-01 delete person Vincent Piscaer
2024-12-01 delete email au..@cfainstitute.org
2024-12-01 delete person Edward Jones
2024-12-01 insert management_pages_linkeddomain outlook.com
2024-12-01 update person_description Lindsey Matthews => Lindsey Matthews
2024-12-01 update person_description Stephen Deane => Stephen Deane
2024-10-31 delete career_pages_linkeddomain weibo.com
2024-10-31 delete email us..@cfainsitutecareers.org
2024-10-31 delete index_pages_linkeddomain weibo.com
2024-10-31 insert career_pages_linkeddomain gipsstandards.org
2024-10-31 insert index_pages_linkeddomain gipsstandards.org
2024-09-29 delete otherexecutives Geoffrey Ng
2024-09-29 delete otherexecutives Janine Guenther
2024-09-29 insert otherexecutives Ravi A. Gautham
2024-09-29 delete person Alexander Birkin
2024-09-29 delete person Geoffrey Ng
2024-09-29 delete person Isaac T. Tabner
2024-09-29 delete person Janine Guenther
2024-09-29 delete person Jennifer Norris
2024-09-29 delete person Mark Lazberger
2024-09-29 delete person Pablo Matsumoto
2024-09-29 delete person Punita Kumar-Sinha
2024-09-29 delete phone +44 (0)1243 84096
2024-09-29 insert email re..@wiley.com
2024-09-29 insert email us..@cfainsitutecareers.org
2024-09-29 insert index_pages_linkeddomain cfainstituteevents.org
2024-09-29 insert person Jim Huang
2024-09-29 insert person John Greenberg
2024-09-29 insert person Kenneth Yee
2024-09-29 insert person Lindsey Matthews
2024-09-29 insert person Lori Lucas
2024-09-29 insert person Pieter van Putten
2024-09-29 insert person Ravi A. Gautham
2024-09-29 insert person Vipin Mayar
2024-09-29 update person_description Carson Johnson => Carson Johnson
2024-09-29 update person_description Nivine Richie => Nivine Richie
2024-09-29 update person_description Sheri Littlefield => Sheri Littlefield
2024-09-29 update person_title Carson Johnson: DRC Advisory Counsel => DRC Advisory Counsel; DRC Liaison Staff Member; Associate General Counsel - Global Litigation
2024-09-29 update person_title Christopher J. Ailman: Chief Investment Officer of the California State Teachers' Retirement System => Founder and CEO of Ailman Advisors
2024-09-29 update person_title Heather Berry: Program Administrator, DRC => DRC Program Administrator
2024-08-29 delete otherexecutives Ravi Gautham
2024-08-29 delete otherexecutives Vipin Mayar
2024-08-29 delete management_pages_linkeddomain escvote.com
2024-08-29 delete person Lindsey Matthews
2024-08-29 delete person Ravi Gautham
2024-08-29 delete person Vipin Mayar
2024-08-29 insert management_pages_linkeddomain zoom.us
2024-07-29 insert management_pages_linkeddomain escvote.com
2024-06-28 delete chairman Lise Estelle Brault
2024-06-28 delete otherexecutives Lise Estelle Brault
2024-06-28 delete person Rajendra Kalur
2024-06-28 update person_title Lise Estelle Brault: Chairman; Senior Director => Chairman / Executive Director, Strategy & Economy, KPMG Canada
2024-05-28 insert chairman Lise Estelle Brault
2024-05-28 insert otherexecutives Joanne M. Hill
2024-05-28 insert otherexecutives Lindsey Matthews
2024-05-28 insert otherexecutives Lise Estelle Brault
2024-05-28 insert otherexecutives Ravi Gautham
2024-05-28 insert otherexecutives Vipin Mayar
2024-05-28 delete index_pages_linkeddomain cfainst.is
2024-05-28 delete management_pages_linkeddomain smapply.io
2024-05-28 delete management_pages_linkeddomain zoom.us
2024-05-28 insert person Lindsey Matthews
2024-05-28 insert person Ravi Gautham
2024-05-28 insert person Vipin Mayar
2024-05-28 update person_description Conrad Yan => Conrad Yan
2024-05-28 update person_description Marty P. Colburn => Marty P. Colburn
2024-05-28 update person_title Joanne M. Hill: Chief Advisor for Research and Strategy, Cboe Vest / Member of CFA Society South Carolina => Member of the Board
2024-05-28 update person_title Lise Estelle Brault: Senior Director, Data, Fintech and Innovation at Autorité Des Marchés Financiers ( Québec ) Montreal, Canada => Chairman; Senior Director
2024-03-22 delete otherexecutives Dan Fasciano
2024-03-22 insert otherexecutives Taffi Ayodele
2024-03-22 insert svp Thomas H. Shingler
2024-03-22 delete person Dan Fasciano
2024-03-22 delete person Daniel Miller
2024-03-22 delete person Darshan Abeysuriya
2024-03-22 delete person Jeroen Bos
2024-03-22 delete person Kim Lew
2024-03-22 delete person Peter Varga
2024-03-22 delete person René Picazo
2024-03-22 insert email au..@cfainstitute.org
2024-03-22 insert person Ann Miletti
2024-03-22 insert person Mark JP Anson CAIA
2024-03-22 insert person Reginald G. Sanders
2024-03-22 insert person Taffi Ayodele
2024-03-22 insert person Thomas H. Shingler
2024-03-22 update person_description Frank Dobbin => Frank Dobbin
2024-03-22 update person_description Hardik Shah => Hardik Shah
2024-03-22 update person_description Henry Ford II => Henry Ford II
2024-03-22 update person_description Katherine Jollon Colsher => Katherine Jollon Colsher
2024-03-22 update person_description Michael McGrath => Michael W. McGrath
2024-03-22 update person_description Susan Spinner => Susan Spinner
2024-03-22 update person_title Alexander Birkin: Audit and Finance Committee Chair / Managing Partner, EMEIA Financial Services Consulting Leader, Ernst & Young LLP / Member of CFA Society United Kingdom; Managing Partner, EMEIA Financial Services Consulting Leader, Ernst & Young LLP / Member of CFA Society United Kingdom; Managing Partner and Leader of the EY EMEIA Financial Services Consulting => Audit and Finance Committee Chair / Managing Partner, EMEIA Financial Services Consulting Leader, Ernst & Young LLP / Member of CFA Society United Kingdom; Managing Partner and Leader of the EY EMEIA Financial Services Consulting; Chairman / Managing Partner, EMEIA Financial Services Consulting Leader, Ernst & Young LLP / Member of CFA Society United Kingdom
2024-03-22 update person_title Nathalie Wallace: Global Head Sustainable Investment at Natixis Investment Advisors; Global Head Sustainable Investment, Natixis Investment Advisors, United States => Global Head Sustainable Investment at Natixis Investment Advisors; Chief Sustainability Officer, Edmond De Rothschild, France
2023-10-03 delete evp Emily Chew
2023-10-03 delete otherexecutives Bruno Bertocci
2023-10-03 delete otherexecutives Emily Chew
2023-10-03 delete otherexecutives Roger Urwin
2023-10-03 delete otherexecutives Toby Belsom
2023-10-03 insert chairman Bruno Bertocci
2023-10-03 insert otherexecutives Jason Mitchell
2023-10-03 delete person Adela Skenderasi
2023-10-03 delete person Alberto Estévez Olleros
2023-10-03 delete person Alexis Rosenblum
2023-10-03 delete person Barry Gladstein
2023-10-03 delete person Brian Goodstadt
2023-10-03 delete person Brian Henderson
2023-10-03 delete person Brian Minns
2023-10-03 delete person Daniel E. Ingram
2023-10-03 delete person Elena Philipova
2023-10-03 delete person Emily Chew
2023-10-03 delete person Herbert Jobelius
2023-10-03 delete person Joshua Howard
2023-10-03 delete person Madhu Gayer
2023-10-03 delete person Mark K. Lauber
2023-10-03 delete person Reinhilde Weidacher
2023-10-03 delete person Roger Urwin
2023-10-03 delete person Toby Belsom
2023-10-03 delete person Ulrika Hasselgren
2023-10-03 insert person Ben Becker
2023-10-03 insert person Chris Dreyer
2023-10-03 insert person Clive Emery
2023-10-03 insert person Hans G. Pieper
2023-10-03 insert person Ian Tam
2023-10-03 insert person Inna Zorina
2023-10-03 insert person Jay McCormick
2023-10-03 insert person Jennifer Pline
2023-10-03 insert person Jonathon Read
2023-10-03 insert person Kate Marshall
2023-10-03 insert person Kevin Chiappetta
2023-10-03 insert person Loukas Dedes
2023-10-03 insert person Pamela G Yang
2023-10-03 insert person Paula Allen
2023-10-03 insert person Yoh Kuwabara
2023-10-03 update person_description Amanda Latham => Amanda Latham
2023-10-03 update person_description Anthony Cheung => Anthony Cheung
2023-10-03 update person_description Anubhuti Gupta => Anubhuti Gupta
2023-10-03 update person_description Bruno Bertocci => Bruno Bertocci
2023-10-03 update person_description Dr. Heinz J. Hockmann => Dr. Heinz J. Hockmann
2023-10-03 update person_description Hardik Shah => Hardik Shah
2023-10-03 update person_description Tamara Close => Tamara Close
2023-10-03 update person_title Alexander Birkin: Managing Partner, EMEIA Financial Services Consulting Leader, Ernst & Young LLP / Member of CFA Society United Kingdom; Managing Partner and Leader of the EY EMEIA Financial Services Consulting => Audit and Finance Committee Chair / Managing Partner, EMEIA Financial Services Consulting Leader, Ernst & Young LLP / Member of CFA Society United Kingdom; Managing Partner, EMEIA Financial Services Consulting Leader, Ernst & Young LLP / Member of CFA Society United Kingdom; Managing Partner and Leader of the EY EMEIA Financial Services Consulting
2023-10-03 update person_title Amanda Latham: Associate and Policy & Strategy Lead, Barnett Waddingham LLP => Director, Sustainable Investment, IFM Investors, United Kingdom
2023-10-03 update person_title Anthony Cheung: Managing Director of ESG, PAG Polymer Capital Management => Managing Director, Head of ESG, Polymer Capital Management, Hong Kong
2023-10-03 update person_title Bruno Bertocci: Head of Global Sustainable Equities at UBS Asset Management; Chairman / Managing Director, Head of Sustainability in Active Equities, UBS Asset Management, United States; Member of the ESG Technical Committee => Chairman
2023-10-03 update person_title Jason Mitchell: Co - Head of Responsible Investment at Man Group; Co - Head of Responsible Investment, Man Group, United Kingdom => Head; Head of Responsible Investment Research, Man Group, United Kingdom
2023-10-03 update person_title Todd Johnson: Audit Partner in the Asset Management Group of Ernst & Young => Audit Partner in the Asset Management Group of Ernst & Young; Partner, Ernst & Young
2023-07-29 delete chairman Cristina Brízido
2023-07-29 delete otherexecutives Pamela Yang
2023-07-29 delete management_pages_linkeddomain escvote.com
2023-07-29 delete person Cristina Brízido
2023-07-29 delete person Pamela Yang
2023-07-29 insert management_pages_linkeddomain zoom.us
2023-05-27 insert otherexecutives Pamela Yang
2023-05-27 delete index_pages_linkeddomain brightcove.net
2023-05-27 delete management_pages_linkeddomain zoom.us
2023-05-27 delete person Melvin Escudero
2023-05-27 insert index_pages_linkeddomain cfainst.is
2023-05-27 insert management_pages_linkeddomain escvote.com
2023-05-27 insert person Cindy Tan
2023-05-27 insert person Pamela Yang
2023-04-09 delete email dr..@cfainstitute.org
2023-04-09 delete person Barbara S. Petitt
2023-04-09 insert index_pages_linkeddomain brightcove.net
2023-04-09 insert person Isaac T. Tabner
2023-04-09 insert person Kaoru Kobu
2023-04-09 insert person Lise Estelle Brault
2023-04-09 update person_description Jayesh Bhansali => Jayesh Bhansali
2023-03-09 delete person Amanda Yu-Chi Fan
2023-03-09 delete person David Lewis
2023-03-09 delete person James J. Angel
2023-03-09 delete person Kati Eriksson
2023-03-09 delete person Peeyush Arora
2023-03-09 insert person Lee Reiners
2023-03-09 insert person Pankaj K Jain
2023-03-09 insert person Patrick Armstrong
2023-03-09 insert person Richard Mak
2023-03-09 insert person Thomas M Selman
2023-02-05 delete email ro..@cfainstitute.org
2023-02-05 delete person Jeff Stith
2023-02-05 delete person William Kruse
2023-02-05 insert email dr..@cfainstitute.org
2023-02-05 update person_description Daryl Liew => Daryl Liew
2023-02-05 update person_description Stephen Deane => Stephen Deane
2023-02-05 update person_title Nathalie Wallace: Global Head Sustainable Investment at Natixis Investment Advisors; Global Head of Sustainable Investing, Natixis Investment Managers, United States => Global Head Sustainable Investment at Natixis Investment Advisors; Global Head Sustainable Investment, Natixis Investment Advisors, United States
2023-02-05 update person_title Paul Moody: Managing Director, Regions, Marketing & Customer Experience and Societies => Managing Director, Global Partnerships & Client Solutions
2023-01-03 delete person Lauri Keen
2023-01-03 delete person Mark C. Biderman
2023-01-03 delete person Megan Conklin
2023-01-03 delete person Richard Westfall
2023-01-03 delete person Tom L. Stringfellow
2023-01-03 insert person Elizabeth Irungu
2023-01-03 insert person Heather Berry
2023-01-03 insert person Sue Lemon
2022-12-01 delete personal_emails ch..@cfainstitute.org
2022-12-01 insert chro Andrew Rome
2022-12-01 delete email ch..@cfainstitute.org
2022-12-01 insert person Andrew Rome
2022-10-31 insert otherexecutives Mei Gao
2022-10-31 insert otherexecutives Nivine Richie
2022-10-31 delete index_pages_linkeddomain cfainst.is
2022-10-31 delete management_pages_linkeddomain outlook.com
2022-10-31 insert person Mei Gao
2022-10-31 insert person Nivine Richie
2022-10-31 insert person Peter Wilmshurst
2022-10-31 insert person Priyanka Shukla
2022-10-31 insert person Rhodri G. Preece
2022-10-31 update person_description Christopher K. Merker => Christopher K. Merker
2022-10-31 update person_title Karina Litvack: Governor / Non - Executive Director, Eni S.P.a. Co - Founder and Chairman, Climate Governance Initiative => null
2022-09-29 delete chairman Daniel Gamba
2022-09-29 delete managingdirector Daniel Gamba
2022-09-29 delete managingdirector Linda-Eling Lee
2022-09-29 delete otherexecutives Daniel Gamba
2022-09-29 delete otherexecutives Diane C. Nordin
2022-09-29 delete otherexecutives Karina Litvack
2022-09-29 delete otherexecutives Kreisher Miller
2022-09-29 delete otherexecutives Linda-Eling Lee
2022-09-29 insert vp Kristen L. Murray
2022-09-29 delete index_pages_linkeddomain brightcove.net
2022-09-29 delete person Aaron Brown
2022-09-29 delete person Alan M. Meder
2022-09-29 delete person Damian Regan
2022-09-29 delete person Daniel Gamba
2022-09-29 delete person David D. Spaulding
2022-09-29 delete person David Smith
2022-09-29 delete person Diane C. Nordin
2022-09-29 delete person Dmitry Pevzner
2022-09-29 delete person Gaurav Amin
2022-09-29 delete person Hans G. Pieper
2022-09-29 delete person Heather Traeger
2022-09-29 delete person Kanol Pal
2022-09-29 delete person Kreisher Miller
2022-09-29 delete person Linda-Eling Lee
2022-09-29 delete person Michael Thom
2022-09-29 delete person Na Li
2022-09-29 delete person Robert E. Furdak
2022-09-29 delete person Robert Lawson
2022-09-29 delete person Tian Sing Wee
2022-09-29 delete person Trevor Persaud
2022-09-29 insert index_pages_linkeddomain cfainst.is
2022-09-29 insert person Amanda Latham
2022-09-29 insert person Amber Natlo
2022-09-29 insert person Anthony Cheung
2022-09-29 insert person Barbara Mainzer
2022-09-29 insert person Daniel Whitley
2022-09-29 insert person Jason Lee
2022-09-29 insert person Jessie Bobinski
2022-09-29 insert person Joseph Kavanagh
2022-09-29 insert person Karen Lee
2022-09-29 insert person Kenrick Ohid CIPM
2022-09-29 insert person Kristen L. Murray
2022-09-29 insert person Oyebanji Fehintola
2022-09-29 insert person Robert Fernandez
2022-09-29 insert person Semia Powlett
2022-09-29 insert person Tamara Close
2022-09-29 insert person Tara Robinson
2022-09-29 insert person Xiaodong Zhu CIPM
2022-09-29 update person_description Claudia Gollmeier => Claudia Gollmeier
2022-09-29 update person_description Crista DesRochers => Crista DesRochers
2022-09-29 update person_description Marie Winters => Marie Winters
2022-09-29 update person_description Michael McGrath => Michael McGrath
2022-09-29 update person_description Sanjay Lamba => Sanjay Lamba
2022-09-29 update person_title Christopher Doyle: Partner, Financial Services - Assurance, Ernst & Young LLP, United States => Partner, Financial Services, Ernst & Young LLP
2022-09-29 update person_title Greta Nathan: Performance Practice Leader at Fairview Performance Services; Chairman / Performance Practice Leader, Fairview Performance Services, United States Member, GIPS Standards United States Investment Performance Committee; Performance Practice Leader, Fairview Performance Services, United States Member, GIPS Standards United States Investment Performance Committee => Performance Practice Leader at Fairview Performance Services; Vice President, Performance Practice Leader, Fairview Performance Services; Chairman / Vice President, Performance Practice Leader, Fairview Performance Services
2022-09-29 update person_title Karina Litvack: Governor / Non - Executive Director, Eni S.P.a. Co - Founder and Chairman, Climate Governance Initiative; Member of the Contact the Governance Committee; Non - Executive Director, Eni S.P.a. Co - Founder and Chairman, Climate Governance Initiative; Member of the Governance Committee => Governor / Non - Executive Director, Eni S.P.a. Co - Founder and Chairman, Climate Governance Initiative
2022-07-29 delete otherexecutives James (Chris) Ainsworth
2022-07-29 insert chiefinvestmentofficer Ashraf El Khatib
2022-07-29 delete email cf..@electionservicescorp.com
2022-07-29 delete management_pages_linkeddomain cfainstituteevents.org
2022-07-29 delete management_pages_linkeddomain escvote.com
2022-07-29 delete person James (Chris) Ainsworth
2022-07-29 insert management_pages_linkeddomain zoom.us
2022-07-29 insert person Ashraf El Khatib
2022-07-29 insert person Jodie M. Gunzberg
2022-07-29 insert person Nick Fafoglia
2022-06-28 delete managingdirector Peg Jobst
2022-06-28 delete index_pages_linkeddomain youtu.be
2022-06-28 delete person Peg Jobst
2022-06-28 insert person Chris Wiese
2022-06-28 update person_description Corey Cook => Corey Cook
2022-05-28 delete chairman Jean-François Bureau
2022-05-28 insert ceo Dr. Bruce Wonil Lee
2022-05-28 insert personal_emails ch..@cfainstitute.org
2022-05-28 insert personal_emails jo..@cfainstitute.org
2022-05-28 insert personal_emails ra..@cfainstitute.org
2022-05-28 insert president Dr. Bruce Wonil Lee
2022-05-28 delete person Jean-François Bureau
2022-05-28 delete person Nathaniel Downes
2022-05-28 insert email bo..@cfainstitute.org
2022-05-28 insert email cf..@electionservicescorp.com
2022-05-28 insert email ch..@cfainstitute.org
2022-05-28 insert email dr..@cfainstitute.org
2022-05-28 insert email jo..@cfainstitute.org
2022-05-28 insert email ki..@cfainstitute.org
2022-05-28 insert email pr..@cfainstitute.org
2022-05-28 insert email ra..@cfainstitute.org
2022-05-28 insert index_pages_linkeddomain brightcove.net
2022-05-28 insert management_pages_linkeddomain cfainstituteevents.org
2022-05-28 insert management_pages_linkeddomain escvote.com
2022-05-28 update person_description Christopher Hooper => Christopher Hooper
2022-05-28 update person_description Claudia Gollmeier => Claudia Gollmeier
2022-05-28 update person_description Bruce Wonil Lee => Dr. Bruce Wonil Lee
2022-05-28 update person_description Geraldine Jimenez => Geraldine Jimenez
2022-05-28 update person_description Godfrey Marozva => Godfrey Marozva
2022-05-28 update person_description Jayesh Bhansali => Jayesh Bhansali
2022-05-28 update person_description Julia K. Bonafede => Julia K. Bonafede
2022-05-28 update person_description Vineet Yash => Vineet Yash
2022-05-28 update person_title Dr. Bruce Wonil Lee: Chairman of the Board, Who 's Good / Member of CFA Society Korea => CEO; President; Founder, Zebra Investment Management; Chairman of the Board, Who 's Good / Member of CFA Society Korea
2022-04-28 delete personal_emails al..@cfainstitute.org
2022-04-28 delete personal_emails ch..@cfainstitute.org
2022-04-28 delete personal_emails jo..@cfainstitute.org
2022-04-28 insert personal_emails st..@cfainstitute.org
2022-04-28 delete email al..@cfainstitute.org
2022-04-28 delete email ch..@cfainstitute.org
2022-04-28 delete email dr..@cfainstitute.org
2022-04-28 delete email jo..@cfainstitute.org
2022-04-28 delete email ki..@cfainstitute.org
2022-04-28 delete email pr..@cfainstitute.org
2022-04-28 insert email st..@cfainstitute.org
2022-04-28 update person_description Claudia Gollmeier => Claudia Gollmeier
2022-03-28 delete personal_emails ra..@cfainstitute.org
2022-03-28 delete email bo..@cfainstitute.org
2022-03-28 delete email ra..@cfainstitute.org
2022-03-28 delete index_pages_linkeddomain chtbl.com
2022-03-28 delete management_pages_linkeddomain bcove.video
2022-03-28 delete person Mauro Miranda
2022-03-28 insert index_pages_linkeddomain youtu.be
2022-03-28 update person_title Marty P. Colburn: Chief Operating Officer; Managing Director, Information Technology and Chief Information Officer; Managing Director => Chief Operating Officer; Managing Director