Cfa Society Of Stamford Inc
STAMFORD, CT
Total revenue
$148K
Total expenses
$110K
Net assets
$540K
Grants received
$274K
5 grants
EIN
061513527
Tax year
2024
Mission
The CFA Society Stamford mission is to serve the financial community and our CFA Charterholder members. We are a local chapter that is affiliated with the CFA Institute and share a common goal to promote the highest standards of ethics education and professional excellence. We offer high quality programs on topics that provide opportunities for professional development.
Programs
6 programs
Graduation Celebration Our annual meeting was held on June 18th at Rockrimmom Country Club. The mani purpose of the meeting was to announce the election of the FY26 Board This Year's meeting also included a member engagement component which included a "Fireside Chat" with Bob Michele CFA Chief Investment Officer and Head of the Global Fixed Income Currency & Commodities group at J.P. Morgan Asset Management.
SSGA Event Simona Mocuta Chief Economist State Street Global Advisors joined us on September 12th to present a US Macro Update to our members and quests. With over 50 attendees it accomplished its key goals of member engagement professional education and brand building for our society
Summer Social
Wine Tasting
Grayscale webinar
Candidate Career Night
Financials
FY 2024
Revenue
Expenses
People
4 listed
George Rimakis
Secretary and Volunteer Engagement Chair
—
3 hrs/wk
Victoria Konstantinova
VP and University Relations Chair
—
3 hrs/wk
Timothy Van Hooser
VP and Treasurer
—
3 hrs/wk
Kanna Sriskanthan
President
—
10 hrs/wk
Grants received
Showing 5 of 5
Funded by
$274K from 1 funder · 5 grants · 2019–2023
$274K · 5 grants · 2019–2023