Cfa Society San Francisco
SAN FRANCISCO, CA
Total revenue
$979K
Total expenses
$1.1M
Net assets
$1.1M
Grants received
$1.0M
5 grants
EIN
946078576
Tax year
2023
Mission
The cfa society of san francisco is a california non-profit which promotes high standards of competence and ethics as embodied in the chartered financial anaylyst (cfa) designation. Cfasf encourages the professional development of its members through continuing education, social interaction and the exchange of investment ideas and information. Cfasf seeks to enhance awareness of the investment profession and cfa designation within the community.
Financials
FY 2023
Revenue
Expenses
People
16 listed
ANNE O'BRIEN
CEO
$252K
40 hrs/wk
ERIC GEEDEY
MANAGING DIRECTOR
$122K
40 hrs/wk
JOHN AILANJIAN
TREASURER
—
2 hrs/wk
KURT BRAITBERG
SECRETARY
—
1 hrs/wk
SAMI MESROUR
VICE PRESIDENT
—
1 hrs/wk
RAJ MANGHANI
DIRECTOR
—
1 hrs/wk
HUI-CHIEN CHANG
DIRECTOR
—
1 hrs/wk
DESMOND FANG
DIRECTOR
—
1 hrs/wk
JOHN JORDAN
PAST PRESIDENT
—
1 hrs/wk
JULIE BARRY
DIRECTOR
—
1 hrs/wk
CAROLYN MARGIOTTI
DIRECTOR
—
1 hrs/wk
MARGARET REID
DIRECTOR
—
1 hrs/wk
MIKE TROVATIO
DIRECTOR
—
1 hrs/wk
MARIO VALENTE
DIRECTOR
—
1 hrs/wk
JEFFERY HAMRICK
DIRECTOR
—
1 hrs/wk
ANJIE PENA
PRESIDENT
—
2 hrs/wk
Grants received
Showing 5 of 5
Funded by
$1.0M from 1 funder · 5 grants · 2019–2023
$1.0M · 5 grants · 2019–2023