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CFA Institute

CFA Institute is an active UK company (number FC023596), incorporated 2001, with 13 current directors including Marshall Charles Bailey and Yimei Li. Source: Companies House, updated 4th October 2026.

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Official record Companies House · updated 4th October 2026 · Sources

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Who leads it

Previous officers 63

  1. Leah Rebecca Bennett 2017-2020 Director View profile
  2. Elizabeth Pauline Lucy Corley 2016-2018 Director View profile
  3. George Spentzos 2015-2018 Director View profile
  4. Paul Smith 2015-2019 Director View profile
  5. Lynn Stout 2014-2018 Director View profile
  6. Kenneth Scott Proctor 2014-2017 Director View profile
  7. Michael Trotsky 2014-2017 Director View profile
  8. Hua Yu 2014-2020 Director View profile
  9. Robert Warren Jenkins 2013-2019 Director View profile
  10. Heather Brilliant 2013-2020 Director View profile
  11. Sunil Singhania 2013-2019 Director View profile
  12. Colin William Mclean 2012-2018 Director View profile
  13. Mark John Lazberger 2012-2018 Director View profile
  14. Frederic Lebel 2011-2018 Director View profile
  15. Attila Koksal 2011-2017 Director View profile
  16. Matthew Scanlan 2011-2014 Director View profile
  17. James G Jones 2010-2016 Director View profile
  18. Aaron Low 2010-2016 Director View profile
  19. Elizabeth Hamilton-Keen 2010-2017 Director View profile
  20. Giuseppe Ballocchi 2010-2016 Director View profile
  21. Charles Jaechul Yang 2009-2015 Director View profile
  22. John Rogers 2009-2014 Director View profile
  23. Jane Shao 2008-2014 Director View profile
  24. Saeed Mubarak Rashid Al-Hajeri 2008-2014 Director View profile
  25. Kathryn Ryan Booth 2008-2011 Director View profile
  26. Roger Urwin 2008-2014 Director View profile
  27. Alan Meder 2008-2014 Director View profile
  28. Teong Keat Yap 2007-2009 Director View profile
  29. James E. Hollis 2007-2008 Director View profile
  30. Jeffrey D. Diermeier 2007-2008 Director View profile
  31. Samuel B. Jones 2007-2010 Director View profile
  32. Nicola Ralston 2007-2009 Director View profile
  33. Alida Carcano 2007-2008 Director View profile
  34. Daniel S. Meader 2007-2013 Director View profile
  35. Mark Jonathon Anson 2007-2012 Director View profile
  36. Stanley G. Lee 2007-2011 Director View profile
  37. George W. Noyes 2007-2008 Director View profile
  38. Vincent Duhamel 2007-2008 Director View profile
  39. Thomas B. Welch 2007-2011 Director View profile
  40. Pierre Cardon 2007-2012 Director View profile
  41. John Charles Stannard 2007-2008 Director View profile
  42. Brian D. Singer 2007-2010 Director View profile
  43. Jeffrey D. Lorenzen 2007-2013 Director View profile
  44. Cheryl-Ann Lister 2001-2003 Director View profile
  45. Thomas Bowman 2001-2004 Director View profile
  46. Donald Trotter 2001-2003 Director View profile
  47. Amaury Jordan 2001-2003 Director View profile
  48. Arthur Zeikel 2001-2002 Director View profile
  49. Janet Miller 2001-2004 Director View profile
  50. Yoshiharu Okazaki 2001-2003 Director View profile
  51. Philippe Sarasin 2001-2003 Director View profile
  52. Khalid Ghayur 2001-2004 Director View profile
  53. Lee Price 2001-2002 Director View profile
  54. Denise Farkas 2001-2005 Director View profile
  55. Patricia Small-Kellett 2001-2004 Director View profile
  56. Seow Ong 2001-2002 Director View profile
  57. Fred Speece Jr. 2001-2002 Director View profile
  58. Dwight Churchill 2001-2015 Director View profile
  59. Vincent Duhamel 2001-2008 Director View profile
  60. Monique Gravel 2001-2007 Director View profile
  61. Theodore Aronson 2001-2005 Director View profile
  62. Frank Dohn 2001-2003 Director View profile
  63. Malcolm Trevillian 2001-2004 Director View profile

Directors and secretaries as filed at Companies House.

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About

Incorporated
29/11/2001
Board analysis

Board DNA

How this board is put together, from the Companies House officer record and Charity Commission trustee records - deterministic, no AI.iBoard compositionCounted from the dated Companies House officer record: the current directors only, past directors excluded.

13 directors on the board

8y median 7.9y
average tenure
10.9y
longest tenure

Directors past 6 years

First-time vs portfolio directors

First-time (11)

Portfolio (2)

0
also govern a charity
0
left in the last 12 months

Where else this board sits iWhere else this board sitsThe charitable fields these directors govern in elsewhere, by Charity Commission classification. Excludes this company and any charity it is the legal face of.

Other services 1

The sectors these directors govern in elsewhere. This company, and any charity it is the legal face of, are excluded - counting them would just tell you what you are already looking at.

Gaps to watch

  • Several long-serving directors could step down together
  • No director brings board experience from anywhere else
  • Narrow spread of sectors across the board

Where to look Suggested search: succession planning for long-tenured seats; a director with board experience elsewhere.

Sources

Official record from Companies House. Governance Register calculates the connections.

Record details
Company number
FC023596
Status
Active
Type
Other company type
Edition
Register edition compiled 4th October 2026
Labels
Official record from Companies House · Calculated derived by Governance Register.

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