CFA Institute Names Allison Holmes Chief Financial Officer

CFA Institute, the global association of investment management professionals, has named Allison Holmes as its Chief Financial Officer, effective 9 December, 2019.  

Holmes will lead a global finance team in overseeing the finance, administrative, and risk management operations of the organization, reporting to Margaret Franklin, CFA, President and CEO, CFA Institute.

“Allison’s impressive background developing and executing on long-term financial strategies and implementing effective operational processes, governance reporting, and global operating models aligns perfectly with the current needs of our organization.” said Margaret Franklin, CFA, President and CEO of CFA Institute. “She is a strong people leader who embodies our cultural values, and her leadership of our finance team will enrich our entire organization.”

Holmes has held senior roles at Morgan Stanley, where she spent the majority of her career, Citigroup, Barclays and, most recently, J.P. Morgan. These roles included leadership of multiple finance disciplines, such as strategic financial planning, financial reporting, control and operations, risk and controls management, and internal audit. She is also experienced in designing and leading global strategic change programs to implement business and functional enhancements and to meet financial and regulatory goals.

“It’s a tremendous honor to be joining CFA Institute as Chief Financial Officer,” said Allison Holmes. “I’m excited to be working with Marg Franklin and the team as we embark on the next phase of the organization’s global growth.”