Jeffrey J. Diermeier

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Jeffrey J. Diermeier
Deiermeier low color-1-.jpg
Occupation President and Chief Executive Officer, retired
Employer CFA Institute
Location Charlottesville, Virginia
Website http://www.cfainstitute.org

Jeffrey J. Diermeier, CFA,[1] is the retired president and chief executive officer of the CFA Institute, a position he assumed in January 2005. He serves on the board of Stairway Partners, an investment management organization, is co-trustee with his wife, Julie, of the Diermeier Family Foundation, and is former chair of the Hinsdale Hospital Foundation.

He also serves as a member of the SEC Advisory Committee on Improvements to Financial Reporting[2], where he chairs the Delivering Financial Information Subcommittee.

Background

Diermeier has served the not-for-profit association in various volunteer capacities for 19 years, including six years on the CFA curriculum committee. He most recently chaired the board’s planning committee, and in that capacity played a leadership role in the development of a five-year strategic vision for the organization. He is a member of the CFA Society of Chicago and served on its board of directors from 1989 to 1992.

Until early 2004, Diermeier was global chief investment officer at UBS Global Asset Management[3]. He was with UBS and its predecessors, primarily Brinson Partners, Inc., since joining the former First National Bank of Chicago as an equity analyst in 1975. In his almost 30 years with the organization, he served as head of asset allocation, head of the U.S. equity division, and deputy chief investment officer and co-head of global equity. He became global chief investment officer in 2000.

Awards and Publications

Diermeier has received two Graham and Dodd Scroll Awards for research articles he has contributed to the Financial Analysts Journal, published by CFA Institute. He also has received a Roger Murray Award from the Institute for Quantitative Research in Finance. He has received the distinguished Business Alumnus Award from the University of Wisconsin, where he served on the dean's advisory board of the business school and endowed the Jeffrey J. Diermeier Chair in Finance. He is a member of the board of the University of Wisconsin Foundation, a member of the National Association of Corporate Directors’ Not-for-Profit Advisory Council, and a former member of the investment committee of the University of Chicago Endowment.

Education

Diermeier received a bachelor of business administration from the University of Wisconsin at Madison and an MBA from the same institution.

References

  1. About Us. CFA Institute.
  2. Progress Report, Appendix C. SEC Advisory Committee on Improvements to Financial Reporting.
  3. Media Release. UBS.