Community Improvement & Capacity Building
Cfa Society Of Portland Inc
PORTLAND, OR
Total revenue
$368K
Total expenses
$236K
Net assets
$970K
Grants received
$240K
5 grants
EIN
237358083
Tax year
2023
Mission
The society is an association of local investment professionals consisting of portfolio managers, security analyst, investment advisors, and other financial professionals. The society promotes ethical and professional standards within the local investment community and beyond, and works to further the public's understanding of the cfa designation and investment industry. As on of aimr's 101 member societies , our society connects members to a global network of investment professionals.
Programs
3 programs
Congrous to its mission the society encourages its members to earn cfa charter and supports candidates by sponsoring cfa exam study groups and programs. Experienced and respected academicians and practitioners make presentations to coach and educate cfa candidates.
In an effort to attract the best & birghtest young people to the investment profession the society offers scholarships to promising cfa candidates.
Investment strategy meeting
Financials
FY 2023
Revenue
Expenses
People
9 listed
JULIE BRYAN
PROGRAMS CHA
—
RYAN FITZGERALD
MEMBER & ED
—
MIKE GALLAGHER
PRESIDENT
—
ILA GUPTA
VICE PRESIDE
—
JOE HERRIE
PUBLIC AWARE
—
MELANIE LEWIS
EXECUTIVE DI
—
PIMAN LIMPAPHAYAOM
UNIVERSITY L
—
RUDY MURGO
SECRETARY
—
TONY TURSICH
PAST PRESIDE
—
Grants received
Showing 5 of 5
Funded by
$240K from 1 funder · 5 grants · 2019–2023
$240K · 5 grants · 2019–2023