Thomas R. Robinson, PhD, CFA is managing director of the Americas at CFA Institute. He leads a cross-functional team which participates in developing global strategy, implements the global strategy regionally, and engages with stakeholders regionally. He also has direct responsibility for Member and Candidate Services and the Future of Finance Initiative globally. Previously, Dr. Robinson served as managing director of education at CFA Institute providing vision and leadership for a 100-member global team producing and delivering educational content for candidates, members, and other investment professionals.

Prior to joining CFA Institute, Dr. Robinson had a 25-year career in financial services and education having served as a tenured faculty member at the University of Miami, managing director of a private wealth investment advisory firm, and director of tax and consulting services at a public accounting firm. He has published regularly in professional journals and has authored or co-authored many books on financial analysis, valuation, and wealth management. He is a CFA charterholder, a Certified Public Accountant (CPA) (Ohio), a Certified Financial Planner (CFP®), and a Chartered Alternative Investment Analyst (CAIA). He holds a bachelor's degree in economics from the University of Pennsylvania and a master's and doctorate from Case Western Reserve University.

Elaine Henry, PhD, CFA, is a Clinical Associate Professor of Accounting at Fordham University. ...

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