Margaret E. Franklin, CFA, was celebrated at an intimate gala in Toronto this summer, where she received CFA Institute’s Alfred C. “Pete” Morley Distinguished Service Award. This award recognizes her outstanding contribution to the financial industry, both locally in Toronto and globally.

“Very rarely does one have the opportunity to serve with incredible people under a truly meaningful mission. When it happens, it doesn’t feel like service or effort at all. I had the extraordinary privilege, throughout all my CFA activities, to have just that opportunity. I am deeply appreciative and humbled by this award and to be in the company of previous Pete C. Morley award winners,” said Margaret Franklin, CFA.

The Alfred C. “Pete” Morley Distinguished Service Award was established to honour CFA members who have made an extraordinarily significant contribution to CFA Institute through their leadership, exceptional stewardship, and outstanding service.

Margaret Franklin has over 20 years of institutional and private client investment management experience. She is the President of Marret Private Wealth, a division of Marret Asset Management. Marg has worked at Barclays Global Investors, State Street Global Advisors, and Mercer LLC in senior positions. In 2002, Marg moved from the institutional side of the business to work with private clients.

She is former chair of the board of governors of the global CFA Institute, a past president of CFA Society Toronto, and is a CFA charterholder. Marg was named one of “Canada’s Most Powerful Women: Top 100” in 2010 by WXN (Women’s Executive Network). She has a BA in Economics from McMaster University and is a regular media commentator and speaks at conferences in the areas of investing, behavioural finance, and private wealth management. Marg earned her CFA charter in 1997 and is Senior Advisor to CFA Society Toronto’s Private Client Committee.