FPSB Board of Directors:
Sanjay Sachdev, CFP, FPSB Board ChairpersonIndia
Sanjay Sachdev, CFP, is chairperson of FPSB’s Board of Directors, and chairman of Zyfin Holdings, a global macroeconomics research analytics and an asset management advisory firm. He was president and CEO of Tata Asset Management, India, prior to that. He has 26 years of international business experience in India, Indonesia, South Africa and the U.S., including the development of strategic alliances and public-private partnerships with various agencies including government and financial regulators.
Among his roles in numerous industry associations, Mr. Sachdev is founding chairman of FPSB India and has been a member of the Securities and Exchange Board of India advisory Board. He is also chairman of the FPSB Council. He holds degrees in business and law from the University of Bombay, a master’s degree in international business management from the American Graduate School of International Management (Thunderbird), and a certificate in corporate governance from the Wharton School of Business. His term on the FPSB Board of Directors ends 31 March 2017.
Pamela J. Packard, CPA, 2016 FPSB Board Chairperson-electUnited States
Pamela J. Packard, CPA, , is 2016 chairperson-elect of FPSB’s Board of Directors, and is president and CEO of Strategic Enterprises, LLC in Greenwich, Connecticut. Packard provides strategic advisory services to senior executives and businesses, primarily in the professional and financial services sectors. Prior to her current position, Packard spent nearly 25 years at BDO Seidman, LLP (now BDO USA, LLP), where she served in various positions, including vice chairman, board member and national tax business line leader.
Ms. Packard serves as a director and chair of the audit committee of Brown Jordan International, Inc., and as president and director of the National Association of Corporate Directors’ New York Chapter. Her term on the FPSB Board of Directors ends 31 March 2018.
Barry Horner, CFP, 2017 FPSB Board Chairperson-electUnited Kingdom
Barry Horner, CFP, is the chief executive for Paradigm Norton. Mr. Horner, together with the 46-strong Paradigm team has built one of the foremost respected and multi award winning U.K. financial planning practices.
Mr. Horner is a regular contributor to the financial press. In 2008 he served as president of the Institute of Financial Planning and in 2012 joined the FPSB Board of Directors for a two year term. Mr. Horner is included in the top 20 of “˜The Most Influential Financial Advisers in the UK’.
Mari Emmanouilides, CFPBrazil
Mari Emmanouilides, CFP, is executive director and CEO of Taler Group, an independent multi-family office based in Sao Paulo, Brazil. She has extensive expertise in wealth management and experience working in international financial services firms, including nearly 15 years as a director at Chase Manhattan Bank and six years as a senior financial consultant at Merrill Lynch.
A CFP professional, Ms. Emmanouilides is a member of IBCPF and has a bachelor’s in law from Mackenzie Presbyterian University (Brazil). Her term on the FPSB Board of Directors ends 31 March 2018.
Ji “Jennifer” HuangPeople’s Republic of China
An experienced education sector executive, Ji “Jennifer” Huang is CEO of the Financial Planning Institute of the Shanghai Finance University (SFU), with responsibility for leading the promotion of CFP certification to financial services professionals in the People’s Republic of China. She is also the CEO of the BFEC ACAMS anti-money laundering program center, a joint program between China Foundation for Development of Financial Education and Association for Certified Anti-Money Laundering Specialists.
In prior roles in the education sector, she led the introduction of several international financial services qualifications to China, including the Chartered Financial Analyst, FRM, Certified Treasury Professional and Associate of Chartered Certified Accountants programs. Ms. Huang’s term on the FPSB Board of Directors expires 31 March 2018.
Nancy Kistner, CFPUnited States
Nancy Kistner, CFP, is managing director and wealth planning solutions market director at U.S. Trust, Bank of America Private Wealth Management. She leads a team of wealth strategists in the New York market and works with high net worth individuals and families in addressing a wide range of financial, trust, estate and tax planning issues. She and her team provide customized strategies for managing clients’ balance sheets, advice on cash flow and lifestyle planning, art planning, income, gift, trust and estate tax planning, as well as wealth transfer and intergenerational planning.
She and her team also help structure liquidity events and philanthropic giving plans in addition to offering advice on equity compensation, including concentrated stock positions, maximizing the benefits of stock options, deferred compensation and restricted stock. Ms. Kistner received a bachelor’s in economics from the University of California, Los Angeles (UCLA). She served on the Board of Directors of the Certified Financial Planner Board of Standards, Inc. (CFP Board) for six years and was the chair of the Board in 2013. She currently serves as the chair of the CFP Board’s Women’s Initiative and on the board of The Coalition for Debtor Education which is based at Fordham Law School. Ms. Kistner’s term on the FPSB Board of Directors ends 31 March 2019.
Noel Maye, MBA, CAEFPSB Chief Executive Officer
Noel Maye is the chief executive officer of FPSB. Before joining the organization, Maye was senior vice president of Certified Financial Planner Board of Standards, Inc. (CFP Board) in the United States, where he oversaw the international, legal, consumer and public affairs, and communications departments, and served as corporate spokesperson. Prior to CFP Board, he was an associate with Ogilvy, Adams & Rinehart, a New York-based public relations firm, where he specialized in working with financial services clients.
Maye holds the Certified Association Executive credential, completed the National Association of Corporate Directors’ director training program, and qualified as a lead auditor for certification bodies through the American National Standards Institute. Born and raised in Ireland, he holds an undergraduate degree in electronic engineering from Trinity College Dublin, an MBA in business administration from the University of Colorado and INSEAD’s Executive Certificate in Global Management. As CEO, Mr. Maye is a non-voting member of FPSB’s Board of Directors.
Gerhardt Meyer, CFPSouth Africa
Gerhardt Meyer, CFP, is the Legal Executive for the Personal Finance division of Old Mutual South Africa. He is responsible for a national team of legal advisors, based across South Africa, providing legal support across both the “back office” and “client-facing” parts of the business. He has been a member of various South African and international industry bodies and committees and is a past Chairperson of the Financial Planning Institute (FPI) of Southern Africa.
He also previously held the positions of National President of the Pension Lawyers Association of South Africa, Vice-Chairperson of the FPI and Chairperson of the FPI’s Tax Committee. Mr. Meyer also chaired FPSB’s Regulations Advisory Panel to the Financial Planning Standards Board (FPSB) and has been elected to join the Board of Directors of FPSB with effect 1 April 2016. Mr. Meyer has a BCom degree and a LLB degree from Stellenbosch University, is a Certified Financial Planner professional and an Advocate of the High Court of South Africa. His term on the FPSB Board of Directors ends 31 March 2020.
Malcolm Rodgers, who retired from the Australian Securities and Investments Commission in 2009, served in a variety of capacities as a regulator, including executive director, executive director/strategy, and director of policy and markets. During his tenure, Mr. Rodgers was involved in issues that helped to shape the landscape for financial advice in Australia, including competency standards and disclosure.
In recent years, Mr. Rodgers has served as a consultant to the International Monetary Fund, assessing financial sector compliance with principles established by the International Organization of Securities Commissions (IOSCO). His term on the FPSB Board of Directors ends 31 March 2020.