SECTION VII

IN MEMORIAM:

JAMES R. VERTIN, CFA

We are saddened to report the passing of James R. Vertin, CFA, a long-time contributor and volunteer at CFA Institute and the CFA Institute Research Foundation.

Jim was a dedicated CFA Institute volunteer and gave a significant amount of his time to our organization over the years. In fact, in recognition of all his efforts, in 1996 the CFA Institute Research Foundation established the James R. Vertin Award in his honor.

Jim’s vast contributions to the organization include the following:

ICFA board chair 1981–1982 (Institute of Chartered Financial Analysts is a predecessor organization to CFA Institute)
FAF board member (Financial Analysts Federation is a predecessor organization to CFA Institute)
Research Foundation board chair Long-time
CFA Program grader CFA Society San Francisco society president

Jim was also a recipient of many CFA Institute awards, including the following:

Outstanding Contribution to CFA Institute Education Programs Award, 1984 (in honor of C. Stewart Sheppard)
CFA Institute Nicholas Molodovsky Award, 1992 (this award has since been retired)
Donald L. Tuttle Award for CFA Grading Excellence, 2001

In his professional life, he assisted in the development of the original index fund and pioneered the application of modern portfolio management as well as the use of the computer in investment management.

Although we will miss all of Jim’s contributions, the Research Foundation is proud to remember his legacy through our James R. Vertin Award and to have had him on our inaugural Research Foundation Leadership Circle.