Yu Gao

Yu Gao serves as a member of FPSB China’s Academic Advisory Committee and has held several leadership roles with Morgan Stanley Asia Ltd. including…

Colin Slabach, Ph.D., CFP, RICP

Colin Slabach, Ph.D., CFP, RICP is a Clinical Assistant Professor and faculty lead at New York University, and previously served as Professor of…

Eunice Chun Hei Chan, Chartered Banker, CFP, IFP

Eunice Chun Hei Chan, Chartered Banker, CFP, IFP, is a Senior Executive Vice President, Head of Retail Wealth Management and Segment, Group Wealth…

Dante De Gori, CFP

Dante De Gori, CFP, is the Chief Executive Officer of the Financial Planning Standards Board Ltd. (FPSB).

Prior to this, De Gori served as Chief…

Caroline Dabu

Caroline Dabu, Head of Wealth Distribution and Advisory Services at BMO Private Wealth in Canada, currently serves as chair of the FP Canada…

Andrea Middel, CFP, 2023-25 FPSB Board Chairperson-elect

After a banking career of 13 years in account management, marketing, financial planning and management, Andrea Middel started her own advisory…

Ana Cláudia Akie Utumi, CFP, 2023-25 FPSB Board Chairperson

Ana Cláudia Akie Utumi, CFP, is the founding partner of Utumi Advogados in Brazil and has more than 30 years of experience in tax. In addition to…

Darren McShane

Darren McShane, an experienced public policy professional from Australia, is a consultant who works with financial services regulators and industry…

Dr. Kaja Kroll

Dr. Kaja Kroll, is the Head Wealth Management & Private Clients of HSBC Mexico, and has held leadership positions at BNP Paribas PF Mexico and…