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CFA Institute names managing director for Americas
Carole Crawford joins from boutique family-office consultancy fincap360
18 Jun 2021 | The Asset
Carole Crawford
Carole Crawford

CFA Institute, the global association of investment professionals, has named Carole Crawford as managing director for the Americas region, effective July 1. Based in New York, Crawford joins the organization from fincap360, a boutique global family-office consulting and CFO practice where she was founder and managing partner.

Crawford established her career at Morgan Stanley and Raymond James before founding fincap360.

“Carole brings an exceptional skill set to CFA Institute,” says Margaret Franklin, president and chief executive officer of CFA Institute. “She is a CFA charterholder who has been a long-time practitioner. She understands the complexity of the financial landscape and has been a trusted adviser to her clients over the years. And she knows us well from her volunteer service on the Board of CFA Society New York and the CFA Institute Capital Markets Policy Council.”

Crawford will report to Lutfey Siddiqi, managing director, regions and society relations. Siddiqi oversees the organization’s regional teams as well as those who work with its 161 local CFA societies around the world.

Through the years, Crawford has counselled the White House, US Congress, and other political leaders on issues relating to financial services and entrepreneurship. She is a CFA charterholder, serves on the board of directors of 100 Women in Finance, and holds a bachelor’s degree in Economics from the University of Michigan.

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