Community Improvement & Capacity Building
Financial Services Institute Inc
WASHINGTON, DC
Total revenue
$12.1M
Total expenses
$12.0M
Net assets
$7.7M
Grants received
—
EIN
200587793
Tax year
2024
Mission
To create a healthier regulatory environment for independent broker-dealers and their affiliated independent financial advisors through aggressive and effective advocacy, education and public awareness.
Financials
FY 2024
Revenue
Expenses
People
32 listed
DALE BROWN
PRESIDENT & CEO
$1.4M
40 hrs/wk
DAVID BELLAIRE
EXEC VP & GENERAL COUNSEL
$690K
40 hrs/wk
ALEX DAVID
MEMBER
—
1 hrs/wk
MARY BETH HOFMEISTER
MEMBER
—
1 hrs/wk
ADAM MALAMED
MEMBER
—
1 hrs/wk
LIBET ANDERSON
MEMBER
—
1 hrs/wk
DENISE BARROWS
MEMBER
—
1 hrs/wk
TOM MCCARTNEY
MEMBER
—
1 hrs/wk
EMILY SCHLOSSER
MEMBER
—
1 hrs/wk
MARY STEELE
MEMBER
—
1 hrs/wk
JAMIE PRICE
CHAIR
—
4 hrs/wk
BEN WUERFFEL
MEMBER
—
1 hrs/wk
AMY WEBBER
MEMBER
—
1 hrs/wk
DAVID KNOCH
MEMBER
—
1 hrs/wk
STEPHEN LANGLOIS
MEMBER
—
1 hrs/wk
ROBERT MILMORE
MEMBER
—
1 hrs/wk
JOHN ROONEY
MEMBER
—
1 hrs/wk
GWEN WEITHAUS
MEMBER
—
1 hrs/wk
MARC SQUIRES
MEMBER
—
1 hrs/wk
SCOTT SPIKER
IMMEDIATE PAST CHAIR
—
4 hrs/wk
TIM STINSON
VICE CHAIR
—
4 hrs/wk
CHRISTINE BYRNE
CHAIR, FINANCE COMMITTEE
—
1 hrs/wk
DOUG KETTERER
FSI PAC CHAIR
—
1 hrs/wk
ED FORST
MEMBER
—
4 hrs/wk
JODI PERRY
MEMBER
—
4 hrs/wk
VON COOK
MEMBER
—
1 hrs/wk
BRETT MCALLISTER
SVP, FINANCE, OPS & BUS STRAT
$601K
40 hrs/wk
MICHELLE ALLGAUER
SVP, EDUCATION & ENG
$480K
40 hrs/wk
ROBIN TRAXLER
SVP, POLICY & DEP GEN CO
$478K
40 hrs/wk
RENEE BARNETT
VP, FED REG AFFAIRS
$344K
40 hrs/wk
CHRISTOPHER PAULITZ
HEAD, STRAT. INITIATIVES
$321K
40 hrs/wk
KATHRYN ANDERSON
SVP, GROWTH & STRAT PART
$318K
40 hrs/wk
Independent contractors
GIBSON DUNN & CRUTCHER LLP
LEGAL SERVICES
EVERSHEDS SUTHERLAND LLP
LEGAL SERVICES
THORN RUN PARTNERS LLC
PUBLIC RELATIONS
HAVENTOWER GROUP INC
PUBLIC RELATIONS