Community Improvement & Capacity Building
Cfa Society Of Salt Lake
SALT LAKE CTY, UT
Total revenue
$148K
Total expenses
$177K
Net assets
$300K
Grants received
$233K
5 grants
EIN
611526448
Tax year
2024
Mission
Our mission is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefits of society. Our society is 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 cfa institute member societies, our society connects members to a global network of investment professionals.
Financials
FY 2024
Revenue
Expenses
People
7 listed
BRYANT KRONGARD
PRESIDENT
—
5 hrs/wk
KIRSTEN KELLER
VICE PRESIDENT
—
5 hrs/wk
BROCK ADAMS
TREASURER/SECRETARY
—
5 hrs/wk
JOSH FLADE
PROGRAMMING CHAIR
—
5 hrs/wk
BOBBI IVANOVA
MEMBERSHIP CHAIR
—
5 hrs/wk
WILL HENSHAW
RESEARCH CHALLENEGE CHAIR
—
5 hrs/wk
STEVE KINDRED
PAST PRESIDENT
—
0Grants received
Showing 5 of 5
Funded by
$233K from 1 funder · 5 grants · 2019–2023
$233K · 5 grants · 2019–2023