Cfa Society Of Philadelphia Inc
PHILADELPHIA, PA
Total revenue
$629K
Total expenses
$684K
Net assets
$755K
Grants received
$808K
5 grants
EIN
236395738
Tax year
2024
Mission
Career advancement of professionals
Programs
1 program
Provided members with structured study program designed to assist them in obtaining a passing grade on the cfa accredidation exam.
Financials
FY 2024
Revenue
Expenses
People
14 listed
PETER CONNERS
EXECUTIVE DIRECTOR
$191K
40 hrs/wk
ANDREW D'AMICO
OUTREACH COMMITTEE CHAIR
—
1 hrs/wk
BETH STONE
WOMEN'S LEADERSHIP INITIATIVE CHAIR
—
1 hrs/wk
BILL HAGAN
SECRETARY
—
1 hrs/wk
BRIAN LAUZON
WEALTH MANAGEMENT COMMITTE
—
1 hrs/wk
FLOYD SIMPSON
IMMEDIATE PAST PRESIDENT
—
1 hrs/wk
LARA COVIELLO
VICE PRESIDENT, FINANCE & AUDIT COMMITTEE
—
1 hrs/wk
AARON FILBECK
PROGRAMS COMMITTEE CHAIR
—
1 hrs/wk
MELISSA NOVAK
GOVERNANCE COMMITTEE CO-CHAIR
—
1 hrs/wk
MICHAEL NEELY
TREASURER
—
1 hrs/wk
RICH JAKOTOWICZ
PRESIDENT
—
1 hrs/wk
ROBERT NORTON
PROGRAMS COMMITTEE
—
1 hrs/wk
SEAN HEBERLING
GOVERNANCE COMMITTEE CO-CHAIR
—
1 hrs/wk
LESLIE THEODOSOPOULOS
VICE PRESIDENT
—
1 hrs/wk
Grants received
Showing 5 of 5
Funded by
$808K from 1 funder · 5 grants · 2019–2023
$808K · 5 grants · 2019–2023