Community Improvement & Capacity Building
Cfa Society Of Nc
RALEIGH, NC
Total revenue
$360K
Total expenses
$394K
Net assets
$735K
Grants received
$684K
5 grants
EIN
561824044
Tax year
2023
Mission
The cfa north carolina society promotes ethical and professional standards within the investment industry, encourages professional development through the cfa program and facilitates the open exchange of information and opinions.
Programs
2 programs
Cfa north carolina society annually provides ten (10) merit based scholarships of $800 each to cfa candidates living in nc for partial payment of the cfa exam registration.
Cfa nc provides educational programs to support professional development of cfa members and candidates.
Financials
FY 2023
Revenue
Expenses
People
13 listed
SHERI GILLETTE
EXECUTIVE DIRECTOR
$103K
40 hrs/wk
SUMALI SANYAL
VICE PRESIDENT
—
1 hrs/wk
LAURETTA REEVES
SECRETARY
—
1 hrs/wk
CASEY BAUM
TREASURER
—
1 hrs/wk
JAKE LIU
DIRECTOR
—
1 hrs/wk
LISA WEISS
DIRECTOR
—
1 hrs/wk
MATTHEW K UNDERWOOD
PRESIDENT
—
5 hrs/wk
ROBERT LAMY
DIRECTOR
—
1 hrs/wk
ERIK KEENER
DIRECTOR
—
1 hrs/wk
SAM KIRBY
DIRECTOR
—
1 hrs/wk
BRITTANY PRIESTER
PAST PRESIDENT
—
0.25 hrs/wk
NIRUP SAHOO
DIRECTOR
—
1 hrs/wk
MICHAEL HAKEREM
DIRECTOR
—
1 hrs/wk
Grants received
Showing 5 of 5
Funded by
$684K from 1 funder · 5 grants · 2019–2023
$684K · 5 grants · 2019–2023