Practical analysis for investment professionals

Margaret Franklin, CFA

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Biography

Margaret "Marg" Franklin, CFA, is president and CEO of CFA Institute. She has been a leader in the investment management industry for 28 years, most recently as president of BNY Mellon Wealth Management in Canada and head of International Wealth Management in North America. Her deep practitioner experience has been gained at firms ranging from large, global asset managers to start-ups, including Marret Private Wealth, State Street Global Advisors, and Barclays Global Investors. Her work has included advising individuals, families, pension plans, endowments, foundations and government agencies. In 2011, Franklin served as chair of the Board of Governors of CFA Institute, which is a volunteer position, and is a member of CFA Society Toronto, where she has also served on its board. She is a founding member of the CFA Institute Women in Investment Initiative, a past recipient of its Alfred C. Morley Distinguished Service Award in 2014, and a member of its Future of Finance Content Council.

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