The CFA Institute has named Allison Holmes its chief financial officer (CFO), effective December 9, 2019, according to a news release.
Holmes will lead a global finance team in overseeing the finance, administrative, and risk management operations of the organization. She will report to Margaret Franklin, president and CEO.
Holmes is the second female added to the leadership team at CFA Institute in 2019. Earlier this year, the CFA Institute appointed Franklin as CEO and president.
“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 Franklin in the news release. “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, where she served as managing director.