Cfa Society Boston Inc
BOSTON, MA
Total revenue
$2.0M
Total expenses
$2.1M
Net assets
$5.5M
Grants received
$1.4M
5 grants
EIN
237069432
Tax year
2023
Mission
Cfa society boston members promote the highest ethical standards, best practices and professional development within the investment industry to educate and build trust in the community it serves.
Programs
1 program
Discussing the intersection of finance and technology. In addition to conferences, the society also offers industry analysis seminars, cfa candidate prep, and online learning opportunities through webinars and videos. Our cfa practice exam is used by cfa candidates globally to prepare for the cfa exam. We also work with educational partners to deliver candidate exam prep to local candidates. Our cio roundtable (which we plan on returning to annual program) features investment executives from asset owners and asset managers discussing trends in investments and asset allocation. Education remains at the core of who we are and what we do. Continuing education not only makes the professional better, it makes for a better profession.
Financials
FY 2023
Revenue
Expenses
People
19 listed
JEANNE WOLF
CHIEF EXECUTIVE OFFICER
$244K
40 hrs/wk
RENEE RUSSO
CHIEF OPERATING OFFICER
$189K
40 hrs/wk
SARAH N SAMUELS CFA CAIA
CHAIR
—
5 hrs/wk
ANDREW Z TUBMAN CFA
TREASURER
—
2 hrs/wk
KEON T HOLMES CFA
SECRETARY
—
2 hrs/wk
ASHA MEHTA CFA
VICE CHAIR
—
5 hrs/wk
ANADU KENECHUKWU CFA CAIA
DIRECTOR
—
2 hrs/wk
JENNIFER K DESISTO CFA CAIA
DIRECTOR
—
2 hrs/wk
P BRIAN ENYEART CFA
DIRECTOR
—
2 hrs/wk
PATRICK C GREGORY CFA
DIRECTOR
—
2 hrs/wk
TIFFANY HU CFA
DIRECTOR
—
2 hrs/wk
WILIAM D KRAUSE CFA
DIRECTOR
—
2 hrs/wk
SRI KRISHNAMURTHY CFA
DIRECTOR
—
2 hrs/wk
BILL LI CFA CAIA
DIRECTOR
—
2 hrs/wk
ALLYSEN MATTISON CFA
DIRECTOR
—
2 hrs/wk
KASHIF SIDDIQUI
DIRECTOR
—
2 hrs/wk
HEATHER M YOUNG CFA
DIRECTOR
—
5 hrs/wk
TODD FOWLER
DIRECTOR OF EDUCATION AND CONTENT
$107K
40 hrs/wk
CAITLIN BASLER
DIRECTOR OF MEMBER TECHNOLOGY AND ENGAGEMENT
$104K
40 hrs/wk
Grants received
Showing 5 of 5
Funded by
$1.4M from 1 funder · 5 grants · 2019–2023
$1.4M · 5 grants · 2019–2023