In addition to being a founding member of the FLN, Bob was the head of investor education at CFA Institute where he created and promoted educational tools for myriad investor audiences, which included financial literacy content for the public. He was a long-time board member and chairman of the International Forum for Investor Education (FLIE.org) and created the Financial Literacy Network. Previously, Bob was a senior executive for several institutional fund managers, a $1 billion enhanced real estate fund, a $1.2 billion private timber fund, and several pension fund separate accounts.
Bob has a Bachelor of Arts in Economics from Connecticut College, and a Masters in Business Administration from Emory University, and was awarded the CFA designation in 1997.
In addition to being a founding member of the FLN, Barbara is a consultant and speaker. She serves as Board Member (currently is President of the Board of Directors of CFA Society Uruguay and an Independent Board Member at AFAP Sura) and is a Member of the Future of Finance Content Council, the Professional Learning Design Council and the Financial Literacy Council.
She is a columnist with El Observador and Canal 4 in Uruguay and ABC Color (Newspaper and TV) in Paraguay.
Has been teaching in university for 29 years. She is currently is Professor, Wealth Management (MBA) and Director, Wealth Management (Executive Education), Universidad Torcuato Di Tella (Argentina).
Former Director and Business Manager, South Cone, Julius Baer (2012 – 2015), Head of Julius Baer Advisory, Vicepresident and Sales Manager, South Cone, Merrill Lynch (2010 – 2012), Head, Global Investment Division - Trustee Directed Assets, Merrill Lynch (2007-2012). Barbara is a multi-lingual, highly motivated and energetic executive with extensive experience in finance and private banking working in the local market as well as international (Swiss and American) banks. She held various functional roles in private banking including serving clients, portfolio analyst, sales manager, fiduciary roles, business manager, and heading an office. She is also an economist with a postgraduate degree in finance (CFA Charterholder) and leadership studies at Harvard Business School.
In addition to being a founding member of the FLN, Steve is the Director of Alternative Investments at Decatur Capital Management. He has extensive knowledge of equities, derivatives, and market dynamics. He uses a combination of quantitative and fundamental approaches in managing assets. Steve received a BS degree in Industrial Engineering at Columbia University, a BS degree in Math/Computer Science at Providence College, and a MS degree in Finance from Boston College. Steve also holds the CFA (Chartered Financial Analyst) designation since 2001.
Steve has held multiple volunteer roles and leadership positions with the CFA Atlanta, ASFIP Foundation. During his role as President, Steve established a financial literacy foundation, with the main goal of helping the metro Atlanta community. In 2019, Steve received the FLY (Financial Leader of the Year) award from McCracken Alliance for his work in the financial literacy field.
Steve applies a deep passion in addressing client needs and in improving the community.
In addition to being a founding member of the FLN, Gene is CEO and co-founder of Troutwood, a financial technology company founded out of the Carnegie Mellon University Swartz Center. He is a Chartered Financial Analyst, board member of CFA Society Pittsburgh, and a part-time lecturer at the University of Pittsburgh. Gene is an award-winning author, and regularly key-notes investment and education conferences across the country.
In addition to being a founding member of the FLN, Greg holds the Samuel P. Black III Professor of Finance and Risk Management at Penn State Behrend and serves as Director of the Black School of Business. Professor Filbeck has authored or edited 15 books and published more than 105 refereed academic journal articles. He is the former President of the CFA Society Pittsburgh and will serve as the President’s Council Representative (PCR) for the eastern region from 2021-2023. He has a BS (engineering physics) from Murray State University, an MS in Applied Statistics from Penn State University, and a DBA (finance) from the University of Kentucky.
In addition to being a founding member of the FLN, Mike is the Founder & Chief Investment Officer at Capital Innovations, LLC. Chairman Emeritus of the UNPRI Infrastructure Workstream. He is the author of the Handbook of Infrastructure Investing (recommended by the CFA Institute), a professor at EDHEC University teaching Infrastructure Investing, and remains one of the world’s most provocative, respected financial analysts and an award winning real assets portfolio manager.
In addition to being a founding member of the FLN, Will is a Portfolio Manager in Northern Trust’s Wealth Management practice. Over his career he has held numerous financial advisory roles, advising both private wealth and non-profit clientele on investment management, financial planning, and matters relating to trusts and estates. He is a Certified Financial Analyst (CFA) Charterholder and sits on the Board of Directors of CFA Society Boston. He is a subject matter expert on sustainable investing. He is also focused on closing the financial literacy gap. He is co-chair of the CFA Boston Financial Literacy Initiative, a volunteer program that partners with local organizations to teach financial concepts to their constituents.
Will is a graduate of Harvard University and is passionate about his service to the community. He is a member of the Board of Directors and the Finance Committee of the International Institute of New England (IINE). He also established IINE’s investment fund and currently sits as co-chair of its Investment Committee. IINE is a 100-year old non-profit that creates opportunities for refugees and immigrants to succeed in their new environment in New England.
Finally, Will is a member of the Advisory Board of Boston’s Institute of Contemporary Art.
In addition to being a founding member of the FLN, Robin serves on the board of CFA Society Bermuda, where she leads the society’s financial literacy initiatives. She is a Non-Executive Director of the Bermuda Monetary Authority, the sole regulator of the financial services sector in Bermuda, serves as an Independent Trustee of Legg Mason Global Asset Management Trust and Legg Mason Partners Equity Trust, and is a Non-Executive Director of certain HSBC offshore funds. She previously chaired the Bermuda Government Public Funds Investment Committee and has served on the board of several non-profits in Bermuda. She retired as Chief Investment Officer and Treasurer of ACE Limited, one of the world's leading providers of commercial property and casualty insurance.
Steve is the founder and owner of Kanoa Consulting providing financial services advice. Prior to moving to Switzerland in late 2018, he served as Chief Investment Officer & Executive Vice President at Bank of Hawaii in Honolulu. He managed an investment team there that oversaw over $7 billion USD of discretionary assets for institutional and high net worth clients. Prior to that, he worked in the bank’s Treasury department managing the bank’s asset/liability analytics, investment portfolio, as well as collateral, liquidity, and F/X exposures.
Steve received his BA degree from Amherst College in Massachusetts and his MBA degree from the University of Hawaii at Mānoa. He also served on the board of CFA Society Hawaii for 12 years and as its President from 2011-2013. He has been an active volunteer for CFA Society Switzerland since arriving here.
In addition to being a founding member of the FLN, Alice is Vice President in the Goldman Sachs global investment research department. She was on the board of CFA Boston for 12 years, where as chair in 2013-14, she founded the Financial Literacy initiative. This is a community outreach program which strikes alliances with non-profit groups or with employers, leveraging their reach to access a wide variety of audiences and close the financial literacy gap. In addition to her role as co-chair at CFA Boston, she is also on the Executive Committee of the Boston Economic Club. Before joining GS, Alice held a variety of research management roles at Cantor Fitzgerald, Leerink Partners and Cowen & Co. Alice holds an MBA with distinction and a BS, summa cum laude, from NYU’s Stern School of Business.