Steve subsequently founded fintech company Folio Financial, Inc. accounting rules and fought to decimalize stock prices to encourage competition in equity trading markets. During his tenure, he was a vocal advocate for individual investors, promoted the use of technology for corporate disclosure and capital-raising, sought the modernization of U.S. Securities and Exchange Commission (SEC) from 1994 to 1997, after being nominated by President Bill Clinton.
Steve Wallman: Steve served as a Commissioner of the U.S. He earned an MBA in finance from Columbia Business School and a Bachelor of Science in electrical engineering from Boston University. Richard is a CFP® professional, a Certified Trust and Financial Advisor, an Honor Graduate of the Cannon Trust School and a member of the Financial Planning Association of Metro NY and the Estate Planning Counsel of NYC.
He is also the past Chair of Harlem Commonwealth Council, whose mission is to stimulate the economic development of Harlem, Upper Manhattan and the Bronx through the creation of enterprises, the generation of jobs, the support of business and the education of its residents. Richard serves as Chair of the Organization Investment Committee of the Teatown Lake Reservation Nature Preserve and Education Center, helping to manage their endowment assets. In this role, he leads a team responsible for providing clients with proactive, highly personalized advice across investment management, wealth planning and family office services, leveraging over 20 years of experience in the financial services industry. Richard Shaw, CFP®: Richard is Principal and Senior Client Advisor at Bessemer Trust, a multifamily office that has served individuals and families for more than 110 years. She earned her CFP® certification in 2004. She earned her Bachelor of Arts in East Asian language and literature and her Bachelor of Science in finance from the University of Maryland. Rita also served on the Financial Planning Association (FPA) National Board of Directors (2013-2015) and is a past president of the FPA of the National Capital Area (FPA NCA). She is a founding member of CFP Board's Diversity Advisory Group (DAG), has served on the Planning Committee of the Center for Financial Planning's Diversity Summit each year since its inception, and has served as a CFP Board Ambassador since 2012. Rita has volunteered with CFP Board since 2007 (when CFP Board relocated from Denver to Washington, D.C.). An in-demand financial writer and speaker, Rita has contributed her expertise to numerous media outlets including Forbes, The Wall Street Journal, CNBC, Reuters, Kiplinger, Huffington Post, U.S. Prior to founding Blue Ocean Global Wealth, she was a financial advisor at Ameriprise Financial and an analyst and editor at Towa Securities in Tokyo, Japan. Marguerita (Rita) Cheng, CFP®: Rita is the Chief Executive Officer at Blue Ocean Global Wealth. Using the descriptive profile as a guide, the Board elected the following new members: This marks the second year that such a comprehensive analysis was conducted and then communicated to potential candidates. In addition to these criteria, the Committee also considered candidates who would increase the diversity of the Board. Representative with expertise in fintech and/or digital currency
Representative from a large national trust company In 2022, the Board's Nominating Committee conducted a detailed gap analysis that resulted in the identification of three recruitment priorities to ensure that the Board has the diversity of experience, viewpoints and representation necessary for good governance in 2023: "Rita, Richard and Steve bring diverse perspectives and insights to the Board, and I look forward to working with them to benefit the public and uphold CFP® certification as the recognized standard of excellence for competent and ethical financial planning." AD "We are excited to have these three talented and accomplished individuals join the Board of Directors," said CFP Board chair-elect Dan Moisand, CFP®. The Board of Directors is the policymaking and oversight body of CFP Board and acts on behalf of the public, CFP® professionals and other stakeholders. (CFP Board) today announced that its Board of Directors elected three new members: Marguerita (Rita) Cheng, CFP®, Richard Shaw, CFP® and Steve Wallman.
15, 2022 /PRNewswire/ - The Certified Financial Planner Board of Standards, Inc.
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