Cfa Society Of Chicago
CHICAGO, IL
Total revenue
$1.6M
Total expenses
$1.9M
Net assets
$1.4M
Grants received
$1.3M
5 grants
EIN
362595074
Tax year
2023
Mission
Cfa society chicago aims to lead the investment management and financial services professions by promoting the highest standards of ethics, continuing education, and for the benefit of cfa charter holders in our market.
Programs
3 programs
Academic programs are designed to educate attendees on current issues of importance in the profession. Members receive continuing education credits with the cfa institute for most of these events. There were approximately 50 programs held during the year, with approximately 3,500 registered to attend.
Member development involves the creation and delivery of programming that fosters education, networking and job placement opportunities. Member development also refers to efforts with academia that build the constituency of cfa charter holders in this market.
Cfa society chicago partners with the economic awareness council and the greenwood project to shape the investment industry and serve the greater good by sharing financial literacy volunteer opportunities for cfa members to teach inner city high school students the basics of savings and investments and to mentor minority college students and to introduce them to careers in the finance industry.
Financials
FY 2023
Revenue
Expenses
People
22 listed
CHRISTOPHER VINCENT
PRESIDENT AND CEO
$207K
40 hrs/wk
JOYOLIN BROWN
COO
$156K
40 hrs/wk
KATHARINE WYATT
SECRETARY/TREASURER
—
1 hrs/wk
JAMES BOUDREAULT
DIRECTOR
—
0.5 hrs/wk
TIFFANY GREENHOUSE
DIRECTOR
—
0.5 hrs/wk
SHERI HAWKINS
DIRECTOR
—
0.5 hrs/wk
AARON MEDER
DIRECTOR
—
0.5 hrs/wk
KWEKU OBED
DIRECTOR
—
0.5 hrs/wk
BLAKE PONTIUS
DIRECTOR
—
0.5 hrs/wk
PEEYUSH SHUKLA
DIRECTOR
—
0.5 hrs/wk
WILLIAM FITZPATRICK
IMMEDIATE PAST CHAIR
—
0.5 hrs/wk
JENNIKA GOLD THOMAS
DIRECTOR
—
0.5 hrs/wk
SULIN BA
DIRECTOR
—
0.5 hrs/wk
BENJAMIN JOHNSON
DIRECTOR
—
0.5 hrs/wk
ERIKA MASCHMEYER
DIRECTOR
—
0.5 hrs/wk
MATTHEW MORRIS
DIRECTOR
—
0.5 hrs/wk
ROSEMARY SPROVIERI
DIRECTOR OF FINANCE
—
40 hrs/wk
SUZANNE KARPICK
DIRECTOR OF FINANCE
—
40 hrs/wk
CARLA NORFLEET-TAYLOR
DIRECTOR
—
0.5 hrs/wk
CATHERINE DRAKE
CHAIR
—
1 hrs/wk
JEREMY HEER
VICE CHAIR
—
1 hrs/wk
KATHLEEN HURLEY
DIR OF PROGRAMMING/SPONSORSHIPS
$109K
40 hrs/wk
Grants received
Showing 5 of 5
Funded by
$1.3M from 1 funder · 5 grants · 2019–2023
$1.3M · 5 grants · 2019–2023