Cfa Society Of Detroit Inc
SALINE, MI
Total revenue
$288K
Total expenses
$296K
Net assets
$262K
Grants received
$246K
5 grants
EIN
386087152
Tax year
2023
Mission
We are 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, 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. As one of the cfa institute member societies, our society connects members to a global network of investment professionals.
Programs
1 program
Luncheon meetings to provide education and economic forecasts for the membership.
Financials
FY 2023
Revenue
Expenses
People
11 listed
MICHELLE DORAN
EXECUTIVE DIRECTOR
$41K
24 hrs/wk
MATTHEW MONDOUX
SECRETARY/TREASURER
—
2 hrs/wk
LAUREN ADAMS
VICE PRESIDENT
—
5 hrs/wk
JASON HALL
DIRECTOR
—
1 hrs/wk
CHARLES RAGAUSS
DIRECTOR
—
1 hrs/wk
ASHLEE DESTEIGER
PRESIDENT
—
2 hrs/wk
JACOB ROMINE
DIRECTOR
—
1 hrs/wk
TREVOR BUSHHOUSE
DIRECTOR
—
1 hrs/wk
LEAH IERARDI
DIRECTOR
—
1 hrs/wk
SAM WEDDINGTON
DIRECTOR
—
1 hrs/wk
OLIVIA STACEY
DIRECTOR
—
1 hrs/wk
Grants received
Showing 5 of 5
Funded by
$246K from 1 funder · 5 grants · 2019–2023
$246K · 5 grants · 2019–2023