Cfa Society Of Cincinnati Inc
CINCINNATI, OH
Total revenue
$121K
Total expenses
$97K
Net assets
$355K
Grants received
$222K
5 grants
EIN
237094427
Tax year
2024
Mission
Cfa society cincinnati is an association of local investment professionals, consisting of portfolio managers, security analysts, investment advisors, and other financial professionals. We promote ethical and professional standards within the investment industry, collaborate with local universities in organizing and hosting the global research challenge, encourage professional development through the cfa program and continuing education, facilitate the exchange of information and opinions among people within the local investment community and beyond, and work to further the public's understanding of the cfa designation and investment industry.
Financials
FY 2024
Revenue
Expenses
People
9 listed
SONIYA SHAH
PRESIDENT
—
4 hrs/wk
KEITH RENNEKAMP CFA
VICE PRESIDENT
—
4 hrs/wk
NATHAN BAILEY CFA
PROGRAMMING
—
2 hrs/wk
CHAUNCEY JOYCE
TREASURER
—
1 hrs/wk
TED PARCHMAN
BOARD MEMBER
—
2 hrs/wk
TONY MILLANO
BOARD MEMBER
—
2 hrs/wk
KRISTEN RETTIG
BOARD MEMBER
—
2 hrs/wk
JUSTIN ELLIS
BOARD MEMBER
—
2 hrs/wk
MIKE FRANKE
BOARD MEMBER
—
2 hrs/wk
Grants received
Showing 5 of 5
Funded by
$222K from 1 funder · 5 grants · 2019–2023
$222K · 5 grants · 2019–2023