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Jeffrey J.
Diermeier, CFA

Board of Directors Member

Mr. Diermeier is the past President and CEO of the CFA Institute and the former Global Chief Investment Officer of UBS Global Asset Management. Previously at UBS and its predecessors, he served as Co-Head of Global Equities, Head of US Equities and Head of Asset Allocation. Mr. Diermeier was one of the founding Managing Partners at Brinson Partners, Inc. In his investment roles on the buy side, his duties were focused on active asset management for institutional clients.

Mr. Diermeier currently is engaged in a range of activities. He is Chairman of L.B. White Company, Inc., an Onalaska, WI based producer of heating and hospitality products. He is Chairman of the Audit Committee on the public company board of Janus Capital Group. He is Chairman of the Trustees of the Financial Accounting Foundation, which oversees the FASB and GASB. He is a board member of the University of Wisconsin Foundation, past chair its Investment Committee and a Board of Visitors member of the UW Astronomy Department. He is a minority owner of Stairway Partners a multi-asset manager. Along with his wife, Julie, Mr. Diermeier is Co-Trustee of the Diermeier Family Foundation, is a member of the President’s Board at UCAN, a Chicago based youth development organization and a board member of GOGO, a Miami based youth support organization.

Previously, he served on the Board of Governors of the CFA Institute as well as being member of the SEC’s Committee on Improvements to Financial Reporting (CIFR); the UW Business School Board of Advisors; the University of Chicago Investment Committee; the Board of XBRL-US; the Q-Group Board; the Investment Analysts Society of Chicago Board; and Chair of the Hinsdale Hospital Foundation among others.

Mr. Diermeier has received leadership awards from the CFA Institute (Pete Morley Distinguished Service Award), CFA Chicago (Hortense Friedman Award for Excellence) and the University of Wisconsin Business School (Distinguished Business Alumnus Award). His published research has received awards from the Financial Analysts Journal (two Graham and Dodd Scrolls for work on capital markets and international security pricing) and the Q-Group (Roger Murray Award for research on asset allocation). He has also endowed the Diermeier Distinguished Chair in Finance at the University of Wisconsin.

Academic
University of Wisconsin-Madison, BBA, MBA