Bob is head of standards of practice and outreach at CFA Institute. He is responsible for developing, maintaining, and promoting the Code of Ethics and Standard of Professional Conduct as well as other CFA Institute standards of practice. He also oversees external relations and communications functions for our advocacy and standards of professional conduct activities.

Bud Haslett, CFA, is executive director of the Research Foundation of CFA Institute and head, Risk Management and Derivatives. Mr. Haslett previously served as director of option analytics for Miller Tabak + Co., LLC, and as CEO of Miller Tabak Capital Management; he spent two decades on the options trading floor, where he managed portfolios of stocks and options. He also served as a board member of the New York Society of Security Analysts, chairman of the Board of Regents for the Financial Analysts Seminar, and president of the CFA Society of Philadelphia. He was an active volunteer for CFA Institute, having served in a variety of capacities, including CFA exam grader and member of the Council of Examiners. Mr. Haslett has also taught coursework on options at New York University, Johns Hopkins University, and Rutgers. He is the founding chairman of the Derivatives Committee for the New York Society of Security Analysts and is a member of the Institutional Investor Advisory Committee for the Chicago Board Options Exchange. He has conducted option presentations and workshops at more than 50 CFA Institute societies. Mr. Haslett holds master’s degrees from the University of Pennsylvania and Drexel University, and he has earned the Financial Risk Manager designation. Topical Expertise: Derivatives · Risk Management

Charles C. Henneman, CFA, is head of educational events and programs at CFA Institute. Prior to joining CFA Institute in 2004, Mr. Henneman was the director of structuring and operations at Indosuez Capital, the CDO management group of Credit Agricole Indosuez. He previously held several positions in credit and structured finance, including managing director at advisory boutique AGS Financial, senior vice president and chief credit officer in the New Products and Ventures Group at Enhance Financial Services Group, Inc., and director in the New Assets Group at Standard & Poor's structured finance ratings team. Mr. Henneman holds a BA in political science from the University of Rochester and an MBA in finance from the Stern School of Business at NYU.

Chae Kwang Lee, CFA, was director of industry relations, Asia Pacific, at CFA Institute. Mr. Lee has also worked as the head of research and strategy at Korea Investment and Securities, where he did strategy marketing for institutional investors and arranged corporate IR for overseas clients. Previously, he worked as a CIO at both KDB Asset Management Co., Ltd. and Eugene Asset Management Co., Ltd. Mr. Lee has a master’s of economics degree with a concentration in econometrics and labor economics from Seoul National University, Korea.

David Larrabee, CFA, is Director of Member and Corporate Products at CFA Institute and serves as the subject matter expert in portfolio management and equity investments. Prior to joining CFA Institute, Mr. Larrabee spent two decades in the asset management industry as a portfolio manager and analyst. He earned a BA in economics from Colgate University and an MBA in finance from Fordham University. Topical Expertise: Equity Investments · Portfolio Management

Dennis McLeavey, DBA, CFA, is head of regulator and program recognition, and he is a content director for quantitative methods at CFA Institute. He is professor emeritus of finance and management science at the University of Rhode Island. Previously, Dr. McLeavey served as head of education, EMEA, and as head of curriculum development for the CFA Program. He is coauthor of Quantitative Investment Analysis, a Wiley text in the CFA Institute Investment Series. He also coauthored Global Investments, Production Planning and Inventory Control, and Operations Research for Management Decisions, and is coeditor of Managing Investor Portfolios. His research has been published in Management Science, the Journal of Operations Research, and the Journal of Portfolio Management, among others. He has taught at the University of Western Ontario and the University of Rhode Island. He has served as chairperson of the CFA Institute Retirement Investment Policy Committee and as a New York Stock Exchange arbitrator. In 2008, he initiated the CFA Institute Take 15 series of webcasts. He serves on the Fund Advisory Board for the Global Perspectives Fund at the University of North Carolina Kenan-Flegler Business School, and he oversees the Ram Fund at the University of Rhode Island. After earning a bachelor’s degree in economics at the University of Western Ontario in 1968, he studied with John F. Muth as his dissertation advisor and earned a doctorate in production management and industrial engineering, with a minor in mathematics, from Indiana University in 1972.

Edward Bace, CFA, was head of education for the Europe, Middle East, and Africa (EMEA) region of CFA Institute. Previously, Mr. Bace was a professor of finance at BPP Business School. He has more than 20 years of experience in international finance, including roles with the European Bank for Reconstruction and Development, Lehman Brothers, and Standard & Poor’s. Mr. Bace has an MBA in finance and international business from New York University.

Heather Packard is the director of product development at CFA Institute and serves as the subject matter expert in leadership, management, and communication skills (LMCS). Prior to joining CFA Institute, Ms. Packard was the managing partner at Trilogy Corporation of Virginia, where she was responsible for developing and cultivating a regional territory for telecommunications and network integration sales. Previously, she served as the coordinator of collections for the Science and Engineering Libraries at the University of Virginia. She earned a BA in English and Spanish Literature from the University of Tennessee Knoxville and an MA in Spanish Literature from the University of Virginia. Topical Expertise: Leadership, Management, and Communication Skills

Jan Squires, DBA, CFA, is managing director of the Strategic Products and Technology Division at CFA Institute. Most recently he served as managing director of Asia-Pacific Operations, and he also served as head of Exam Development for the CFA Program. Before joining CFA Institute staff in 1999, Dr. Squires was a professor of finance and general business at Southwest Missouri State University, where he published research in such publications as Financial Practice and Education, the Journal of Education, and the Journal of Economics and Finance. He was a member volunteer and consultant for CFA Institute for more than 10 years before joining the staff. Dr. Squires earned a doctorate in business administration from the Darden School at the University of Virginia.

Jason Voss, CFA, is a content director at CFA Institute, where he focuses on fixed income, behavioral finance, corporate finance, and quantitative methods. He is the author of The Intuitive Investor, and he also ran a successful blog titled What My Intuition Tells Me Now. Previously, he was a portfolio manager at Davis Selected Advisers, L.P., where he built an impressive track record co-managing the Davis Appreciation and Income Fund. Mr. Voss earned a BA in economics and an MBA in finance and accounting from the University of Colorado. Topical Expertise: Behavioral Finance · Corporate Finance · Fixed Income

Jennifer Curry is an associate social media editor at CFA Institute. Previously, she was the new media manager at the New York Society of Security Analysts. Prior to her work at NYSSA, she worked as the senior project editor for a nonfiction imprint at Barnes & Noble Publishing and as an assistant editor at the H.W. Wilson Company. She is the editor of several volumes in the Reference Shelf series, and her writing has appeared in Smithsonian, IndustryWeek, Barnes & Noble Review, and other publications. Ms. Curry holds a BS in journalism and a BA in anthropology from the University of Kansas, and an MA in anthropology from Hunter College, City University of New York.

Jim is head of capital markets policy for CFA Institute. The capital markets group develops and promotes capital markets positions, policies, and standards.

John L. Bowman, CFA, is managing director and co-lead of education at CFA Institute. Previously, he served as head of Innovation and Product Solutions, where he crafted and executed the vision for member engagement through multimedia products, social media, mobile delivery, and the My CFA portal. Prior to joining CFA Institute, he was a fund manager and equity analyst for Mellon Growth Advisors and State Street Global Advisors. Mr. Bowman has a BS in business administration from the University of Mary Washington.

John Rogers, CFA, is president and chief executive officer of CFA Institute.

Julia VanDeren is the career services representative at CFA Institute. In this role, she manages the CFA Institute JobLine and the CFA Institute Career Centre and serves as the subject matter expert in career management skills. Previously, Ms. VanDeren served CFA Institute in the role of society relations representative, consulting with member societies in the eastern U.S. region. She earned a bachelor of arts degree from the University of Virginia and a master of public administration degree from Virginia Commonwealth University.

Julia S. Hammond, CFA, is a director in the Educational Events and Programs group at CFA Institute where she leads the planning for a number of annual and specialty conferences, including the Fixed-Income Management Conference, Security Analysis Conference, and the Financial Analysts Seminar. Prior to joining CFA Institute, Ms. Hammond developed strategies for pension, endowment, and foundation fund clients at Equitable Capital Management (now AllianceBernstein) and also worked as an auditor for Coopers & Lybrand (now PwC). She served for a number of years as chair of the investment committee for the Rockbridge Regional Library Foundation. Ms. Hammond earned a bachelor of science in accounting from the McIntire School of Commerce and an MBA from the Darden School at the University of Virginia.

Lauren Foster is a content director at CFA Institute, where she focuses on private wealth and behavioral finance. Previously, she worked as a freelance writer for Barron’s and the Financial Times. Prior to freelance work, she was an editor and writer for the FT, where she covered wealth management. Ms. Foster received her BA in political science from the University of Cape Town, and she has a master of science degree in journalism from Columbia University. Topical Expertise: Behavioral Finance · Private Wealth Management

Len Costa is head of innovation and emerging media at CFA Institute, where he oversees global social media, mobile products, and digital content strategy. He previously served as director of interactive media at the Institute for Private Investors (IPI), a peer networking organization for ultra-high-net-worth families and their advisors. Mr. Costa also wrote a private wealth column for the Financial Times and, prior to joining IPI, held senior editorial positions at Institutional Investor and Worth magazines. In addition to these publications, his writing has appeared in Forbes, Fortune, Slate, and The New York Times. Mr. Costa earned a BA from the University of Virginia, a diploma in French language from the Université de Paris, and a master’s degree in international affairs from Columbia University.

Mark A. Harrison, CFA, ASIP, is director of publications at CFA Institute and contributes to a suite of publications that includes the Financial Analysts Journal, CFA Digest, and Conference Proceedings Quarterly. Mark has more than 12 years of investment experience as a portfolio manager and securities analyst. As investment manager of the West Midlands Pension Fund, part of the U.K. local government pension fund, he managed a portfolio of European equities and had oversight of external managers and hedge fund selection. Mr. Harrison is the author of The Empowered Investor and holds BA and MA degrees from the University of Oxford, England.

Michael G. McMillan, CFA, is director of Ethics and Professional Standards at CFA Institute. He is responsible for creating, sourcing, and developing educational content for CFA Institute members and investment professionals in the area of ethics and professional standards. Previously, he was a professor of accounting and finance at Johns Hopkins University’s Carey School of Business and George Washington University’s School of Business. Prior to his career in academia, he was a securities analyst and portfolio manager at Bailard, Biehl, and Kaiser and Merus Capital Management. Dr. McMillan holds a BA from the University of Pennsylvania, an MBA from Stanford University, and a PhD in accounting and finance from George Washington University. He is a certified public accountant (CPA) and a chartered investment counselor (CIC). Topical Expertise: Financial Statement Analysis · Standards, Ethics, and Regulations (SER)

Nitin Mehta, CFA, is managing director for Europe, Middle East, and Africa operations at CFA Institute. He is based in London.

Padma Venkat, CFA, is director of capital markets policy for CFA Institute. She is responsible for promoting CFA Institute standards, policies, and positions in the Asia Pacific region.

Pat Light is an assistant editor at CFA Institute. Before joining the CFA Institute editorial staff, he worked as a teacher. Mr. Light has a bachelor’s degree in English from Duke University.

Peter M.J. Gross is an online content specialist for CFA Institute. Previously, he worked at Hampton Roads Publishing Company and at MFS Investment Management. Mr. Gross’s writing has appeared in The Finance Professionals’ Post and The Hook. He holds a BA degree from Connecticut College.

Rebecca Fender, CFA, is the director and project leader for the Future of Finance, a long-term global effort to shape a trustworthy, forward-thinking financial industry that better serves society. The project features significant research-based outputs including publications, events, media campaigns, tools, and other communication for financial executives, industry leaders, government agencies, financial regulators, CFA Institute societies and members, and the general public. Previously, Ms. Fender worked in the Education Division, developing conference agendas and recruiting speakers, including overseeing the flagship Annual Conference. Prior to joining CFA Institute, she was a vice president at BlackRock in New York and she worked at Cambridge Associates. She earned an AB in economics from Princeton University and an MBA from the Darden School at the University of Virginia.

Robert Gowen, CFA, is Head of Product Solutions at CFA Institute and oversees a team of Content Directors that contribute daily to the blog. Prior to joining CFA Institute, Mr. Gowen worked in the institutional investment industry for BB&T and Fidelity Investments. He earned a BA in economics from Washington University in St. Louis and an MBA from the Darden School at the University of Virginia.

Rodney N. Sullivan, CFA, is head of publications at CFA Institute and editor of the Financial Analysts Journal. He is responsible for a suite of publications that include the FAJ, CFA Digest, Conference Proceedings Quarterly, and Research Foundation books and literature reviews. Previously, Mr. Sullivan served as director of research at Trigon Healthcare, Inc. (now Anthem Healthcare, Inc.), where he oversaw portfolio strategy and execution that included asset allocation, risk analytics, and equity and fixed-income portfolio management. He holds a BS and an MA from Virginia Commonwealth University.

Ron Rimkus, CFA, is a content director at CFA Institute, where he focuses on economics and alternative investments. Previously, he served as chief executive officer for the online technology company he founded, Chaos Management, Inc. Prior to founding Chaos Management, Mr. Rimkus served as director of large-cap equity products for BB&T Asset Management, where he led a team of research analysts, regional portfolio managers, client service specialists, and marketing staff. He also served as a senior vice president and lead portfolio manager of large-cap equity products at Mesirow Financial. Mr. Rimkus earned a bachelor of arts degree in economics from Brown University and an MBA from the UCLA Anderson School of Management. Topical Expertise: Alternative Investments · Economics

Samuel Lum, CFA, is director of Private Wealth and Capital Markets at CFA Institute. Mr. Lum focuses on wealth management and capital markets, mainly in an Asia Pacific context. His current research and development interests include investment policy, asset allocation, exchange-traded funds and products, indexing methodologies, family office and governance issues, alternative assets, and risk management. Mr. Lum has more than 20 years of professional experience in the investment industry, encompassing investment portfolio management at Hutchison Whampoa, a global conglomerate based in Hong Kong; wealth management in the trust division of the TD Bank Financial Group, covering the Asian markets; investment portfolio management, fund and treasury management, corporate finance, and capital markets research at the treasury division of the Ontario Hydro Corporation; and securities brokerage in an online financial services joint venture of subsidiaries of Credit Suisse and Hutchison Whampoa. He holds an MBA, and his professional designations include CFA, CAIA, FRM, and TEP. Topical Expertise: Portfolio Management · Private Wealth Management

Stephen M. Horan, CFA, CIPM, is managing director and co-lead of education at CFA Institute. Prior to joining CFA Institute, he was a principal of Alesco Advisors LLC, a financial analyst and forensic economist in private practice, and a professor of finance at St. Bonaventure University. Dr. Horan co-authored The New Wealth Management: A Financial Advisor’s Guide to Managing and Investing Client Assets, a how-to guide for financial advisers; edited the volume Private Wealth: Wealth Management in Practice, a practitioner’s guide to wealth management; and has published three editions of the Forbes/CFA Institute Stock Market Course, a comprehensive guide to personal investing and wealth management. He is also the author of dozens of articles in leading peer-reviewed journals and has written for the CFA Program curriculum. He is a frequent columnist in Financial Times, is an associate editor for Financial Services Review, and serves on the editorial board of the Journal of Wealth Management. Dr. Horan earned a BBA in finance with a minor in mathematics from St. Bonaventure University and a PhD in finance with a minor in economics from the State University of New York at Buffalo. Topical Expertise: Private Wealth Management

Stewart Mader is the director of social media and online tools at CFA Institute. He has led the design and development of digital media projects including CFA Institute Communities of Practice, Future Changes, Wikipatterns (Atlassian Software), Chemistry Language Project (Brown University), and The Science of Spectroscopy (NASA Space Grant). He is the author of two books, Wikipatterns (Wiley, 2008) and Using Wiki in Education (Lulu Press, 2006), and two films: Skysight: The Story of SOFIA (2005) and Seeing the Scientific Light (2002). Mr. Mader has a BS in chemistry from the University of Hartford and an MS in curriculum development and instructional technology from the State University of New York at Albany.

Tom Collimore, CFA, is head of industry relations at CFA Institute. Previously, Mr. Collimore managed the investor education group. Before joining CFA Institute, he served as managing director of investor relations at CIFG Holding, a group of bond insurance companies based in Paris and Bermuda. Mr. Collimore also served as adjunct professor of finance at the College of Insurance, now St. John's University School of Risk Management, Insurance and Actuarial Science. Mr. Collimore earned a bachelor’s degree in foreign service, with a concentration in international finance and commerce, from Georgetown University and an MBA, with a finance concentration, from the New York University Stern School of Business.

Todd Jankowski, CFA, is head of the Certificate in Investment Performance Measurement (CIPM) program. He oversees all CIPM program activities, with emphasis on advancing ethical standards and best practices in investment performance evaluation and presentation activities. Before taking the position with CFA Institute, he spent 12 years at Northwestern Mutual and most recently he was head of investment research in the wealth management division, where he had earlier held investment management positions in the institutional private placement and retail advisory divisions. He previously worked as senior financial analyst for Helling Realty & Investment Company and as an internal revenue agent with the U.S. federal tax authority. Mr. Jankowski previously served as a member of the GIPS Investment Performance Council, on the CFA Program Candidate Curriculum Committee Working Body, as a CFA examination grader, and in various executive-level board positions for the CFA Society of Milwaukee. He earned a BBA with a major in accounting and a minor in chemistry from the University of Wisconsin–Oshkosh and an MBA from the University of Wisconsin–Milwaukee. He also holds a certificate in distance education from Indiana University. Topical Expertise: Performance Measurement

Usman Hayat, CFA, is director of Islamic Finance and ESG at CFA Institute, where he focuses on Islamic finance and socially responsible investing. Previously, he worked as an independent consultant in the capital market in Pakistan in the areas of market development and risk management for clients, including the securities regulator, stock exchanges, clearing company, and the securities depository. He has been an active columnist on capital market issues. He has earned the Financial Risk Manager designation from the Global Association of Risk Professionals, the Islamic Finance Qualification from the U.K. Securities and Investment Institute, and a Certificate in Islamic Finance from the Chartered Institute of Management Accountants. Mr. Hayat holds an MBA from Lahore University of Management Sciences and an MA in development economics from University of Sussex in the United Kingdom. Topical Expertise: Islamic Finance and ESG Investing

Vikram Mansharamani is an experienced global equity investor and Lecturer at Yale University. He is also the author of Boombustology: Spotting Financial Bubbles Before They Burst and is a regular commentator in the financial and business media, having contributed to Bloomberg, MarketWatch, CNBC, Forbes, Fortune, the New York Times, the Wall Street Journal, the Atlantic, Yale Global, the South China Morning Post, the Korea Times, the Khaleej Times, Harvard Business Review, and the Daily Beast, among others. He earned a PhD and MS from the Sloan School of Management at MIT, an MS in Political Science from MIT, and a BA from Yale University.