Jerald E. Pinto, Cfa Email & Phone Number

Jerry Pinto joined CFA Institute in 2002 where, as Visiting Scholar, Vice President, Director-Curriculum Projects and finally Senior Director in Credentialing, he was a principal architect of custom curricula for the CFA and CIPM programs. He was the lead for planning for the CFA Program curriculum from 2016 until retiring from CFA Institute in early 2020. Subsequently, he has consulted in investments and re-engaged with several long-term projects. Prior to his tenure at CFA Institute, Mr. Pinto worked for two decades in the investment and banking industries in New York City, including a final stint as a consultant. He was an assistant professor at NYU’s Stern School in 1992−4, where he taught MBA and undergraduate investments and financial institution management. In addition, for sixteen years he was responsible for the finances of a publicly supported non-profit foundation.

Listed skills include Finance, Equities, Investments, Valuation, and 3 others.

• Principal

  Old Brook Road Consulting Llc

  Mar 2020 - Present