Topical Experts

CFA Institute offers journalists access to topical experts who can speak to the latest issues of the day such as:

  • Full and fair disclosure
  • Ethical conduct in the investor's best interest
  • Global reporting and performance standards

To speak to a CFA Institute topical expert, get in touch with one of our media contacts.


Jim Allen, CFA

Jim Allen, CFA

Head, Capital Markets Policy - Americas
Expertise
  • Analyst Objectivity
  • Financial Reporting and Accounting
  • Investment Standards of Practice
  • Investment Management
  • Regulatory Disclosures
  • Securities Market Regulation
Diane Basile, CFA

Diane Basile, CFA

Chief Financial Officer and Managing Director
Expertise
  • CFA Institute
Jonathan Boersma

Jonathan A. Boersma, CFA

Head, Professional Standards
Expertise
  • Analyst Objectivity
  • Investment Performance Measurement
  • Investment Standards of Practice
    • Global Investment Performance Standards (GIPS)
  • Investment Management
  • Securities Market Regulation
John Bowman, CFA

John L. Bowman, CFA

Managing Director, Americas
Expertise
  • CFA Institute
CFA Institute President and CEO

Dwight D. Churchill, CFA

Former interim President and CEO
Expertise
  • CFA Institute
  • Corporate Governance
  • Investment Management
Thomas Collimore, CFA

Thomas Collimore, CFA

Head, Industry Relations
Expertise
  • Investment Management
Michael J. Collins, Managing Director, Services Delivery

Michael J. Collins

Managing Director, Services Delivery and Chief Marketing Officer
Expertise
  • CFA Institute
    • Marketing and Communications
Robert W. Dannhauser, FRM, CAIA, CFA

Robert W. Dannhauser, FRM, CAIA, CFA

Head, Global Private Wealth Management
Expertise
  • Corporate Governance
  • Environmental, Social, and Governance Issues
  • Investment Standards of Practice
  • Investment Management
  • Private Wealth
Director, Standards of Practice

Glenn Doggett, CFA

Director, Professional Standards
Expertise
  • Analyst Objectivity
  • Corporate Governance
  • Investment Standards of Practice
  • Investment Management
  • Securities Market Regulation
Darin Goodwiler

Darin Goodwiler

Chief Compliance, Risk, and Ethics Officer
Expertise
  • CFA Institute
Bud Haslett, CFA

Bud Haslett, FRM, CFA

Head of Risk Management, Derivatives, and Alternative Investments
Expertise
  • Investment Management
    • Derivatives
    • Risk Management
Sheri Littlefield, JD, Managing Director and Chief Legal Officer, CFA Institute

Sheri Littlefield, JD

Managing Director and Chief Legal Officer
Expertise
  • CFA Institute
Nitin Mehta, CFA

Nitin Mehta, CFA

Managing Director, Member Value
Expertise
  • CFA Institute
    • Future of Finance
  • Investment Management
Sandra Peters, CPA, CFA

Sandra J. Peters, CPA, CFA

Head, Financial Reporting Policy Group
Expertise
  • Financial Reporting and Accounting
Kurt Schacht, CFA

Kurt N. Schacht, JD, CFA

Managing Director, Advocacy
Expertise
  • Corporate Governance
  • Investment Standards of Practice
  • Investment Management
  • Regulatory Disclosures
  • Securities Market Regulation
Paul Smith is President and CEO of CFA Institute.

Paul Smith, CFA

President and CEO
Expertise
  • CFA Institute
Bob Stammers

Robert Stammers, CFA

Director, Investor Engagement
Expertise
  • Investment Management
Jonathan Stokes, JD

Jonathan Stokes

Director, Professional Standards
Expertise
  • Analyst Objectivity
  • Corporate Governance
  • Investment Standards of Practice
  • Investment Management
  • Securities Market Regulation
Tony Tan, CFA, DBA

Tony Tan, DBA, CFA

Head, Standards and Advocacy Division – Asia Pacific
Expertise
  • Corporate Governance
Ashvin P. Vibhakar, PhD, CFA

Ashvin P. Vibhakar, PhD, CFA

Senior Advisor & Executive Sponsor Future of Finance
Expertise
  • CFA Program
  • CIPM Program
  • Economics
  • Financial Reporting and Accounting
  • Investment Management
  • Private Wealth