Cfa Society Of Orange County
NEWPORT BEACH, CA
Total revenue
$230K
Total expenses
$237K
Net assets
$365K
Grants received
$308K
5 grants
EIN
330228558
Tax year
2024
Mission
CFA Society Orange County primary purpose is to provide a forum for financial analysts and investment professionals to build strong and valuable networks, expand industry knowledge and promote the highest standards of ethical and professional conduct within the Orange County investment community.
Financials
FY 2024
Revenue
Expenses
People
9 listed
Mary Sigler
Director
—
1 hrs/wk
Fadel Lawandy
Director
—
1 hrs/wk
Matt Magill
Director
—
1 hrs/wk
Tina Schackman
Director
—
1 hrs/wk
Barry Grossman
Director
—
1 hrs/wk
Priyanka Shukla
Director
—
1 hrs/wk
Derek Pantele
President
—
4 hrs/wk
Paisley Nardini
Vice President
—
4 hrs/wk
Chad Noorani
Treasurer
—
4 hrs/wk
Grants received
Showing 5 of 5
Funded by
$308K from 1 funder · 5 grants · 2019–2023
$308K · 5 grants · 2019–2023