CFRA, a prominent provider of independent investment research, has announced significant leadership changes aimed at reinforcing its client-centric approach, strengthening leadership depth, and fostering continued growth.
Peter de Boer, Executive Chairman of CFRA, expressed his confidence in Theresa Torian’s leadership, attributing much of CFRA’s success to her. Torian, who has been serving as President & COO, will now assume the role of CEO. Her focus will shift towards overseeing the firm’s global strategic initiatives and leadership, while operational responsibilities will be divided between Patricia Wilson and Alan Elworthy.
Patricia Wilson, formerly the Global Head of Research, will now serve as Chief Solutions Officer, expanding her responsibilities beyond research to include product management, technology, data, and program management. Alan Elworthy, the former Global Head of Sales, will take on the role of Chief Revenue Officer, incorporating global marketing and communication functions into his expanded portfolio.
Peter de Boer will transition into the role of Executive Chairman, focusing on long-term strategic initiatives to drive future value and outcomes for the firm.
Theresa Torian, CEO of CFRA, brings extensive experience to her new role, having held various leadership positions in finance and operations prior to joining CFRA.
Patricia Wilson, Chief Solutions Officer, brings over 15 years of buy-side research experience and a track record of driving innovation in information sharing and analysis.
Alan Elworthy, Chief Revenue Officer, is a seasoned sales executive with a history of building customer-centric sales organizations and driving revenue growth.
Peter de Boer, Executive Chairman, has been instrumental in leading CFRA’s global strategic initiatives since acquiring the firm in 2013.
These leadership changes reflect CFRA’s commitment to delivering exceptional value to its clients and positioning the firm for continued success in dynamic markets.
