CFA Society Toronto Welcomes New CEO

Jan 07, 2014, 10:38 ET from CFA Society Toronto

TORONTO, Jan. 7, 2014 /CNW/ - The Board of Directors of CFA Society Toronto is pleased to announce that Sue Lemon, CFA has been appointed as Chief Executive Officer effective January 7, 2014.   Sue is an experienced investment practitioner and executive with a proven track record in institutional fixed income markets and strategic planning.

"After a comprehensive recruitment process, with many highly qualified candidates considered, the search committee presented their selection for CEO to the Board of Directors, whom unanimously agreed.  Sue is a natural fit for this leadership role with CFA Society Toronto.  We look forward to working with her." said Josephine Marks, CFA, Board President, CFA Society Toronto.

Sue will lead CFA Society Toronto through proactive engagement and champion constructive dialogues with key stakeholders to build a stronger financial community, both locally and globally.

"I cannot think of a more qualified person to be our Chief Executive Officer.  Sue brings the experience of many years as a senior executive in the investment industry and of extensive volunteer work at CFA Society Toronto where she is a past member of the board and Past President. Her exemplary professionalism and commitment to the principles and goals of CFA institute and CFA Society Toronto will be great assets to the Society.  We are very fortunate to have her join us." said Rossa O'Reilly, CFA, Past Chair CFA institute and Past President CFA Society Toronto.

Sue has been an active volunteer with CFA Society Toronto for the past 20 years, notably mentoring young industry professionals.  Sue is also a cum laude graduate of Ryerson Business Management and earned her charter in 1989.

Throughout her career at Canada Trust, CT Investment Counsel, Nesbitt Thomson, and CIBC World Markets Sue secured progressively senior industry roles.  With broad knowledge in Canadian and Global fixed income markets she formed MSL Advisory Corp in 2008. Sue led CIBC to consecutive #1 ranking in Greenwich sales surveys and managed global teams in New York, London and across Canada and Asia. Sue was on CIBC's Managing Director selection committee; the IDA's Capital Markets Committee and chaired its graduate recruitment program.

"Sue's long standing contributions as a member and volunteer alongside her proven record in the investment industry will serve her well in her new role.  I am confident that her talents will provide the strategic direction essential to leading the CFA Society Toronto." said Brian Shaw, CFA, Past Chairman and Chief Executive Officer of CIBC World Markets and Past Director, CFA Society Toronto Board.

About CFA Society Toronto
CFA Society Toronto supports the professional and business development of more than 8,000 CFA charterholders in Toronto, making it the second largest CFA Society in the world. It provides members with a local perspective on a global designation, including: educational programs, sponsored events, job postings, quarterly newsletters, a comprehensive affinity program and networking opportunities. A not-for-profit organization, CFA Society Toronto is affiliated with CFA Institute, the global body that administers the Chartered Financial Analyst curriculum and sets voluntary, ethics-based performance-reporting standards for the investment industry. CFA Society Toronto's members are leaders in ethics in the financial community. For more information, please refer to

SOURCE CFA Society Toronto

Image with caption: "CFA Society Toronto Welcomes New CEO: Sue Lemon, CFA (CNW Group/CFA Society Toronto)". Image available at: