Board of Trustees
Chair
Thomas M. Richards, CFA
Nuveen Investment Solutions, Inc.
333 West Wacker Drive, 30th Floor
Chicago, IL 60606
Tel: +1 (312) 451-1100
Fax: +1 (312) 461-0001
thomas.richards@nuveen.com
Immediate Past Chair
John J. Nagorniak, CFA
Foxstone Financial Inc.
1600 Boston Providence Hwy.
Walpole, MA 02081
Tel: +1 (508) 660-0088
Fax: +1 (360) 234-8396
john@nagorniak.com
Audit Chair
Francis Longstaff, CFA
UCLA Anderson School of Management
Allstate Professor of Insurance and Finance
110 Westwood Plaza
Box 951481
Los Angeles, CA 90095-1481
Tel: +1 (310) 825-2218
Fax: +1 (310) 206-5455
francis.longstaff@anderson.ucla.edu
Research Chair
John D. Freeman
Freeman Assoc. Investment Management LLC
12255 El Camino Real, Suite #200
San Diego, CA 92130
Tel: +1 (858) 779-9800
Fax: +1 (858) 779-9810
jfreeman@freeman-associates.com
Executive Director
Robert R. Johnson, CFA
CFA Institute
PO Box 3668
Charlottesville, VA 22903
Tel: +1 (434) 951-5255
Fax: + 1 (434) 951-5220
bob.johnson@cfainstitute.org
William Fung
London Business School
Regent's Park
London
NW1 4SA
United Kingdom
Tel: +44 (20) 7000-8224
James P. Garland, CFA
The Jeffrey Company
88 East Broad Street
Columbus, OH 43215-3506
Tel: +1 (614) 221-6115
jgarland@jeffreyco.com
Julie Hudson, CFA
UBS
1 Finsbury Avenue
London EC2M 2PP
United Kingdom
Tel: +44 (20) 7568-4632
julie.hudson@ubs.com
Hilda Ochoa-Brillembourg, CFA
President, CEO and CIO
Strategic Investment Group
1001 Nineteenth Street North, 16th Floor
Arlington, VA 22209
Tel: +1 (703) 243-4433
Lam Swee Sum, CFA
Associate Professor of Finance
NUS Business School
National University of Singapore
Tel: (65) 6516-3037
Raymond Wai-man So
Associate Professor, Dept of Finance
Chinese University of Hong Kong
Room 301C, Leung Kau Kui Building
CUHK, NT
Hong Kong, China
Tel: +852-2609-7640
Arnold S. Wood
Martingale Asset Management
222 Berkeley Street, 19th Floor
Boston, MA 02116
Tel: +1 (617) 424-4700
Fax: +1 (617) 424-4747
awood@martingale.com
John D. Rogers, CFA
(CFA Institute President and CEO)
CFA Institute
PO Box 3668
Charlottesville, VA 22903
Tel: +1 (434) 951-5300
Fax: +1 (434) 951-5302
john.rogers@cfainstitute.org
Thomas B. Welch, CFA
(CFA Institute Chair)
Wells Capital Management
50 South Sixth Street, 12th Floor
N9402-122
Minneapolis, MN 55479
Tel: +1 (612) 667-3638
Fax: +1 (612) 667-0127
Margaret E. Franklin, CFA
(CFA Institute Vice Chair)
KJ Harrison & Partners
60 Bedford Road
Toronto, ON M5R 2K2
Canada
Tel: +1 (416) 867-8597
Frank K. Reilly, CFA (emeritus)
University of Notre Dame
307 Mendoza College of Business
Notre Dame, IN 46556-0399
Tel: +1 (574) 631-6393
Fax: +1 (574) 631-5255
frank.k.reilly.1@nd.edu
Fred H. Speece, Jr., CFA (emeritus)
Speece Thorson Capital Group Inc.
225 South Sixth Street, Ste. 2575
Minneapolis, MN 55402-4648
Tel: +1 (612) 338-7043
Fax: +1 (612) 338-7451
fspeece@stcapital.com
Research Director
Laurence B. Siegel
Blue Moon Communications, Inc.
1229 Maple Ave
Wilmette, IL 60091
Tel: +1 (847) 256-7056
lbsiegel@uchicago.edu
Secretary
Tina Sapsara
CFA Institute
PO Box 3668
Charlottesville, VA 22903
Tel: +1 (434) 951-5556
Fax: +1 (434) 951-5370
tina.sapsara@cfainstitute.org
Treasurer
Timothy G. McLaughlin, CFA
CFA Institute
PO Box 3668
Charlottesville, VA 22903
Tel: +1 (434) 951-5230
Fax: +1 (434) 951-5239
tim.mclaughlin@cfainstitute.org
