Community Improvement & Capacity Building
Cfa Tampa Bay Inc
TAMPA, FL
Total revenue
$116K
Total expenses
$127K
Net assets
$387K
Grants received
$325K
5 grants
EIN
510669210
Tax year
2023
Mission
Enhance the success of our members and lead our local financial community by promoting the highest standards of ethics, education and professional excellence.
Financials
FY 2023
Revenue
Expenses
People
12 listed
Charles H Kard CFA CFP
Director
—
1 hrs/wk
Kari A Baer CFA CFP
Director
—
1 hrs/wk
Jeffrey J Walker CFA
Director
—
1 hrs/wk
Gail J Neujahr CFA
Director
—
1 hrs/wk
Travis J Brown CFA
Vice President
—
3 hrs/wk
Adam K Walton CFA MBA
Director
—
1 hrs/wk
Maxwell R Grimard CFA
President
—
3 hrs/wk
Gaole Leo Chen PhD
Director
—
1 hrs/wk
Christopher D Morgan CFA CFP CAP
Treasurer
—
2 hrs/wk
Jonathan F Wallace CFA CAIA
Secretary
—
2 hrs/wk
Ryan W Nail CFA
Director
—
1 hrs/wk
Tieler E Gittleman CFA
Director
—
1 hrs/wk
Grants received
Showing 5 of 5
Funded by
$325K from 1 funder · 5 grants · 2019–2023
$325K · 5 grants · 2019–2023