Carole Crawford, CFA, NACD.DC

Carole Crawford’s diverse career experiences span the investment, finance, and technology industry. She is a Senior Advisor at CFA Institute, after serving as the organization’s Managing Director, Americas, leading the largest region globally. She is also Managing Partner of fincap360, a global family office consulting firm and CFO practice, focused on venture and niche investments. She has served as interim CFO and CIO for families of significant wealth, and their related companies, focusing on growth, governance, strategy, succession, and restructuring portfolios. Previously she was a Vice President and Senior Consultant at Morgan Stanley Private Wealth Management, managing client portfolios, in addition to launching the SMA and Alternatives business in the Chicago and Washington DC offices of the branch system.

In addition to her role as Global Chair of 100 Women in Finance, Ms. Crawford founded 100 Women in Finance’s 100WFinTech Initiative. Ms. Crawford is a former board member of CFA Society of New York, where she founded the Fintech Thought Leadership Group, organized numerous conferences on AI, Data Science, Crypto assets, Blockchain and Venture Capital, and received the Volunteer of the Year Award. She also served on the CFA Institute’s Board of Regents for the Seminar for Global Investors and Capital Markets Policy Council. She previously served on the US Department of Commerce MBDA Family Office Investor Council. She received NYC Fintech Women’s 2020 Inspiring Fintech Female Leadership Award. Carole was a reviewer for CFA Institute’s Handbook on Artificial Intelligence and Big Data Applications in Investments. She holds a bachelor’s degree in economics from the University of Michigan.

She completed Harvard Business School’s Investment Managed Workshop, Wharton School’s Certified Investment Management Analyst Program, obtained the National Association of Corporate Directors Directorship Certification and is a CFA Charterholder.