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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
September 02, 2010 at 08:00 PM
Chartered financial analyst Margaret E. Franklin has been elected chair of the board of governors of CFA Institute, the association that administers the CFA and CIPM curriculum and examination programs worldwide.
Franklin is president and CEO of Kinsale Private Wealth in Toronto. Previously, she was a partner at KJ Harrison & Partners, where she advised high net-worth investors.
Dan S. Meader, CFA, will serve as vice chair of the board. Meader is the founder and managing partner of Trinity Advisory Group, an investment advisory and private equity investment firm located in Southlake, Texas.
In addition, four new governors, all of whom have the CFA designation, have been elected to serve a three-year term: Giuseppe Ballocchi, head of financial engineering and risk analytics at the Trading Division of Pictet & Cie in Geneva, Switzerland; Beth Hamilton-Keen, director and portfolio manager at Mawer Investment Management in Calgary, Canada; James G. Jones, founder and president of Sterling Investment Advisors in Bolivar, Missouri; and Aaron Low, principal of Lumen Advisors in Singapore and San Francisco, California.
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