We have a Board of 11 members who are elected onto the Board by CFA UK members.
The Board is supported by 15 committees and all members are welcome to get involved. Several Board and committee members also serve on CFA Institute committees.
Click on a board member below to find out more about them and how they serve CFA UK.
Lindsey is Chief Risk Officer at Universities Superannuation Scheme (USS). He worked at UBS for 27 years in various roles across Asset Management, Wealth Management, Investment Banking and Risk Control, having started his career at O’Connor Partners. Lindsey is a regular speaker at industry events including several CFA Investment Conferences and he chairs the CFA UK Exams and Education Committee.
He has an MA in Natural Sciences and Computer Science from the University of Cambridge, received his CFA Charter in 2001 and also holds the CIPM designation. He volunteers teaching Maths and Statistics to A level students in an inner London school and is a visiting fellow at the ICMA Centre, Henley Business School, University of Reading. Lindsey is a member of the Management Committee. He was appointed to the board in 2017 and elected as chair of the board in 2021.
Hilary is PwC’s head of global investor engagement, managing the firm’s relationships with the investment community. In this role she seeks to understand their views on corporate reporting, regulation and governance to help companies improve their reporting to the capital markets. She also seeks their views on matters affecting the accounting profession.
Hilary has volunteered with CFA UK since 2011, having served on the financial reporting and analysis committee and volunteering committee. She has also been involved in the value of the investment profession work, focusing on capital allocation. Hilary was elected treasurer in 2021.
Hilary previously worked at the International Accounting Standards Board (IASB), where she led their investor engagement programme and the fair value measurement project. She has a background in business and asset valuation.
Sylvia is an active board member with a strong volunteer track-record at CFA UK on several committees and working groups. Her past commitments include the Membership Committee, as Vice Chair, the Volunteer Steering Committee, and the IMC panel.
Sylvia currently serves on the Examinations and Education Committee, the Sustainability Working Group, the Certificate in Climate and Investing panel and is Chair of the Certificate in ESG Investing (ESG) panel - instrumental in leading practitioners in the design, development and launch of the Certificate in ESG Investing.
Sylvia has over 30 years of investment industry experience on the buy-side, in equities and sustainable investing. Sylvia is a member of the PRI Global Policy Reference Group, which aims to inform and strengthen PRI’s and its signatories’ public policy engagement on responsible investment topics. She is also a member of the Alternative Investment Management Association’s (AIMA) Global Responsible Investment Committee (GRIC).
Gillian is the Founder and Managing Director of Denny Ellison, an independent research and analyst training company. Prior to this, she worked as an equity research analyst for several years at Putnam Investments and Insight Investment. She started her career as a management consultant at The Boston Consulting Group.
Gillian is currently vice chair of the CFA UK’s content and networks steering committee and has extensive volunteering experience with the society. Current and previous roles include chair of the SIG council, co-chair of the research analysts special interest group, member of the careers committee and member of the membership committee. She was awarded the CFA UK Volunteer of the Year Award in 2017.
Gillian holds an MBA from the Harvard Business School and MEng and BSc degrees from the Massachusetts Institute of Technology. She is also an award-winning author.
Elena is the Head of ESG Client Experience at BlueBay Asset Management, focusing on effectively articulating the firm’s ESG proposition with investors and working with investment teams to communicate their ESG integration and engagement efforts. Elena is a co-chair of RBC BlueBay’s Diversity, Equity and Inclusion Forum and a member of the Corporate Responsibility Committee and the Charity Forum. She joined BlueBay in 2016 and has previously held roles at Goldman Sachs Asset Management and Candriam Investors Group. Elena’s academic qualifications include Masters degrees in Portfolio Management, Corporate Finance and Banking, Finance and Risk Management. Elena is a CFA charterholder, a CAIA charterholder, a CIPM designation holder and has obtained the IMC Certificate and the CFA Certificate in ESG Investing.
Weiyen is passionate about professional learning and financial education. He was the Chair of the T Level Finance Panel at the Department for Education and currently sits on the IfATE’s Legal, Finance and Accounting Route Panel. Weiyen holds the CFA, CIPM, IMC, CAIA, FRM, and MAAT designations and earned his MSc Finance from Bayes Business School. Weiyen was co-opted to the board in 2019 to fill a vacancy which had arisen.
Katerina is a partner at J Stern & Co, an independent private investment office. Her role encompasses wide ranging responsibilities that include managing client assets and leading the firm’s ESG strategy. Prior to joining J Stern & Co she was a Senior Global Equities Fund Manager at Allianz Global Investors. Katerina has two decades of professional experience within the industry, with an international career that has spanned the UK, Germany as well as the US. Katerina has volunteered for the society since 2012 and is a founding member of the CFA UK’s Diversity & Inclusion Network. She is a CFA Charterholder and holds an MSc in International Securities, Investment and Banking from the ICMA Centre at the University of Reading and a BSc in Business Administration from the University of Bath.
Fraser is currently an Executive Director, at Hermes Investment Management and Head of Credit and a member of the Hermes Senior Management Group (SMG). Fraser actively manages global credit mandates across Global High Yield, Global Investment Grade, Target Absolute Return and Multi Strategy Credit.
Previously Fraser was at Fortis Investments, where he was responsible for European high yield credit. Fraser graduated from the University of Aberdeen with an MA (Hons) in Economics, earned an MSc in Investment Analysis from the University of Stirling and was awarded his CFA Charter in 2009. Fraser was appointed to the board in 2017.
Kieran is also the Executive Director responsible for the overall financial governance and management of the Foundation. He has a background in financial services, having started his career at Accenture in 2006 where he worked with a range of financial services clients on systems integration and technology projects. In 2010, he moved to Virgin Money and spent eight years in various roles across risk, the CEO’s office and finance and treasury. Latterly, he held the role of head of credit portfolio management and he also served on the Virgin Stakeholder Pension Independent Governance Committee. He holds a first class honours degree in law and business (LLB Hons) from the University of Edinburgh and he has been a CFA charterholder since 2018.
The Board manages the business of CFA UK to ensure that its objects, as defined in the Memorandum of Association and summarised below, are achieved. 50% of the Board must be CFA charterholders.
The primary responsibilities of the Board include the following:
Read CFA UK articles of association which outline the purpose of CFA UK and the rights and responsibilities of its members and directors.