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Nonprofits›Money Management

Money Management

NEW YORK, NY

Website View as a funder

Total revenue

$6.4M

Total expenses

$5.6M

Net assets

$8.3M

Grants received

—

EIN

522032530

Tax year

2024

Mission

Mmi is the leading voice for the global financial services organizations that provide investment advisory solutions with programs focused on member interaction, professional development, next-generation initiatives, thought leadership and advocacy.

Programs

2 programs

Education & professional development: mmi helps our members to know by expanding their industry knowledge and understanding of key trends. Mmi is committed to a culture of continuous learning and to helping member firms and their teams be "career ready, at every stage."

Analysis and insight: mmi develops, curates and presents insightful analysis thought leadership from trusted industry experts. Mmi coordinates with an industry data provider on data insights in the industry to produce a quarterly advisory solutions portal and host a data portal to view data trends. Additionally, mmi produces publications on industry relevant topics, partners with research firms, and publishes a bi annual investment advisory solutions journal containing relevant publications from mmi's members.

Financials

FY 2024

Revenue

Contributions & grants—

Program service revenue$6.4M

Investment income$35K

Other revenue$25K

Total revenue$6.4M

Expenses

Grants paid$28K

Salaries & benefits$3.3M

Fundraising—

Other expenses$2.2M

Total expenses$5.6M

Total assets$13.8M

Net assets$8.3M

People

50 listed

NameRoleCompensation

CRAIG PFEIFFER

PRESIDENT

Board

$663K

40 hrs/wk

SAMANTHA GREENSTEIN

SVP, DIRECTOR OF MEMBER ENGAGEMENT

Board

$147K

40 hrs/wk

ERIC KOESTNER

CHAIR EMERITUS

Board

—

1 hrs/wk

JAIME MAGYERA

MEMBER

Board

—

1 hrs/wk

JAMES DEVANEY

TREASURER

Board

—

1 hrs/wk

JAMES HADDON

MEMBER

Board

—

1 hrs/wk

JAN HEALTH

MEMBER - TERMED 8/1/24

Board

—

1 hrs/wk

JAY LINK

MEMBER

Board

—

1 hrs/wk

JILL BROWN

SECRETARY

Board

—

1 hrs/wk

JOHN DRAHZAL

MEMBER - TERMED 4/30/24

Board

—

1 hrs/wk

JOHN MCDONOUGH

MEMBER

Board

—

1 hrs/wk

JOHN MONINGER

MEMBER

Board

—

1 hrs/wk

JONATHAN LINSTRA

MEMBER - TERMED 4/30/24

Board

—

1 hrs/wk

KARA GREHAN

MEMBER

Board

—

1 hrs/wk

KARA JULIAN

MEMBER

Board

—

1 hrs/wk

KARL ROESSNER

MEMBER

Board

—

1 hrs/wk

KEITH GLENFIELD

MEMBER - TERMED 4/3/24

Board

—

1 hrs/wk

KYLE THOMPSON

MEMBER

Board

—

1 hrs/wk

MARK CONNOLLY

MEMBER

Board

—

1 hrs/wk

MATT COLDREN

MEMBER

Board

—

1 hrs/wk

MATTHEW CAULFIELD

MEMBER

Board

—

1 hrs/wk

MATTHEW GOULET

MEMBER

Board

—

1 hrs/wk

MATTHEW HUSS

MEMBER

Board

—

1 hrs/wk

MAUREEN BROMWELL

MEMBER - TERMED 7/1/24

Board

—

1 hrs/wk

MIKE SERCHEN

MEMBER

Board

—

1 hrs/wk

PATRICIA LOEPKER

MEMBER

Board

—

1 hrs/wk

PETER HILL

MEMBER

Board

—

1 hrs/wk

AMOS ROBINSON

MEMBER

Board

—

1 hrs/wk

ROBERT PETTMAN

MEMBER - TERMED 4/30/24

Board

—

1 hrs/wk

ROGER PARADISO

MEMBER

Board

—

1 hrs/wk

RON PRUITT

MEMBER

Board

—

1 hrs/wk

RYAN ROBERTSON

MEMBER

Board

—

1 hrs/wk

SARAH BAUER

MEMBER

Board

—

1 hrs/wk

SCOTT KILGALLEN

MEMBER

Board

—

1 hrs/wk

STEVE CARL

Board

—

1 hrs/wk

STEVE HOUSTON

MEMBER

Board

—

1 hrs/wk

SUZANNE CASEY

MEMBER

Board

—

1 hrs/wk

TIM KRESL

MEMBER

Board

—

1 hrs/wk

TOM MORELLI

MEMBER - TERMED 2/29/24

Board

—

1 hrs/wk

TROY THORNTON

MEMBER

Board

—

1 hrs/wk

ROBERT KENDALL

MEMBER

Board

—

1 hrs/wk

ANNE STEER

CHAIR

Board

—

1 hrs/wk

ANNIE BROWN

MEMBER

Board

—

1 hrs/wk

JOAN LENSING

SVP CHIEF PROGRAMMING OFFICER

Staff

$315K

40 hrs/wk

ARLEN ORANSKY

SVP CHIEF MEMBERSHIP OFFICER

Staff

$307K

40 hrs/wk

TIM WILLIAMS

SVP DIRECTOR OF EDUCATION

Staff

$261K

40 hrs/wk

KELLY CAPORALE

SVP CHIEF MEMBERSHIP OFFICER

Staff

$195K

40 hrs/wk

JOSEPHINE ORSINI

HCO

Staff

$135K

40 hrs/wk

SANDRA SOWAH

FVP, LEARN. EXP. DESIGN AND PLATFORM MNGR.

Staff

$132K

40 hrs/wk

ANTHONY ROLLO

DIRECTOR OF OPERATIONS & ADMIN.

Staff

$125K

40 hrs/wk

Details

EIN522032530

Subsection06

Ruling date1998-05

Formed1997

Employees22

Volunteers40