Carole Crawford

Managing Director CFA Institute

Carole Crawford, CFA serves as Managing Director for the Americas Region at CFA Institute, responsible for leadership, strategic direction, and growth for the largest region globally, consisting of 40+ countries, 90+ societies, over 100,000 members, and some of the strongest institutional partnerships across Canada, the United States, the Atlantic Islands, and Latin America. Carole established her career at Morgan Stanley before founding fincap360, a boutique global family-office consulting and CFO practice focused on entrepreneurial and next-gen families. She is actively involved in the global Fintech ecosystem and founded CFA Society New York’s Fintech Thought Leadership Group and the 100 Women in Finance Global 100WFintech Initiative. In 2020 she was recognized by NYC Fintech Women as an Inspiring Fintech Female Leader.