Marg Franklin honoured by CFA Institute

By Staff | June 26, 2014 | Last updated on June 26, 2014
2 min read

Margaret E. Franklin accepted the CFA Institute’s Alfred C. “Pete” Morley Distinguished Service Award last night.

The award signifies her outstanding contribution to the financial industry, both locally in Toronto and globally.

Aaron Low, vice-chair of CFA Institute’s board of governors, credited Franklin for persuading the global CFA Institute board (of which is former chair) to consider being more bold in its advocacy. Her efforts, he says, led to the CFA Institute’s current Future of Finance campaign.

Read: Time for a regulatory overhaul: CFA chair

In accepting the award, Franklin said, “Very rarely does one have the opportunity to serve with incredible people under a truly meaningful mission. When it happens, it doesn’t feel like service or effort at all.” She called upon CFAs to use their experience and insight to better serve clients and to mentor the next generation. “Even though this is a business of money, it’s never really been about the money,” she added.

Franklin donated her prize proceeds to CFA Society Toronto.

Read: Marg Franklin on mentorship

The Alfred C. “Pete” Morley Distinguished Service Award was established to honour members who have made an extraordinarily significant contribution to CFA Institute through their leadership, exceptional stewardship, and outstanding service.

Franklin has more than 20 years of institutional and private client investment management experience. She is the President of Marret Private Wealth, a division of Marret Asset Management. She is the former Chairman of the board of governors of the global CFA Institute, is a past president of CFA Society Toronto and is a CFA charterholder. Franklin earned her CFA charter in 1997 and is Senior Advisor to CFA Society Toronto’s Private Client Committee. staff


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