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Asset Management / Wealth Management / On The Move
CFA Institute announces new board of governors leadership
Mark Lazberger is chair and Tricia Rothschild is vice chair
The Asset 2 Sep 2021
Mark Lazberger
Mark Lazberger

CFA Institute, the global association of investment professionals, has announced that Mark Lazberger is the new chair of the board of governors and Tricia Rothschild is the vice chair, effective September 1.

Lazberger, CFA, is the chairman of Omnia Capital Partners, based in Sydney, Australia. He also holds non-executive director positions at Yarra Capital Management and Fisher Funds Management. He also serves as a director for the Children’s Cancer Institute.

He previously served as the chief executive officer of Colonial First State Global Asset Management and First State Investments, now known as First Sentier Investors, and oversaw more than US$160 billion in funds and assets under management across equities, debt, infrastructure, and property.

Prior to that, Lazberger was president, international, and executive vice president of State Street Global Advisors. Before that, he was head of international businesses, president and chief executive officer of State Street Japan, and a principal and regional managing director of State Street Global Advisors’ businesses in Japan and Australia.

In his prior board service at CFA Institute (FY2012-2018), Lazberger served on various board committees including the audit and risk committee, the compensation committee, and the external relationship and volunteer involvement committee, among others. He is also the founding president and member of CFA Society Sydney, a former board member of CFA Society Japan, and a member of the Future of Finance Advisory Council. Lazberger earned a Bachelor of Commerce from the University of Western Australia.

Rothschild, CFA, of Chicago, Illinois, previously served as president of Apex Fintech Solutions, where she was responsible for the strategic planning, development, and overall growth of the company. She is former chief product officer and co-head of global markets at Morningstar, and is currently an adviser to The TIFIN Group and a board member of the Financial Fitness Group.

In her volunteer capacity at CFA Institute, she has served as the chair of the risk committee, on the audit and risk committee, and on the governance Committee. Rothschild earned a Bachelor of Science from Northwestern University and Master of Arts from Indiana University.

The FY2022 CFA Institute board of governors comprises a diverse group of 14 members who reside in eight countries, namely Australia, Canada, China, Germany, India, Malaysia, the United Kingdom, and the United States. CFA Institute membership elects officers for a one-year term and governors for a three-year term that runs from September 1 to August 31. 

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