Organizations Filed Purposes:
WE PROMOTE ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE INVESTMENT INDUSTRY, ENCOURAGE PROFESSIONAL DEVELOPMENT THROUGH THE CFA PROGRAM AND CONTINUING EDUCATION, FACILITATE THE EXCHANGE OF INFORMATION AND OPINIONS AMONG PEOPLE WITHIN THE LOCAL INVESTMENT COMMUNITY, AND WORK TO FURTHER THE PUBLICS UNDERSTANDING OF THE INVESTMENT INDUSTRY.
MEMBERSHIP ASSOCIATION THAT PROMOTES ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE INVESTMENT INDUSTRY THROUGH MEMBER AND PUBLIC EDUCATIONAL SEMINARS AND OUTREACH EVENTS.
THE 2018-2019 FISCAL YEAR BROUGHT ADDITIONAL GROWTH AND PROGRESS FOR THE CFA SOCIETY PHOENIX. THIS YEAR, THE CFA SOCIETY OF PHOENIX FOCUSED ON EXECUTING OUR STRATEGIC PLAN TO INCREASE MEMBER VALUE THROUGH HIGH QUALITY EDUCATIONAL CONTENT AND OPPORTUNITIES FOR MEMBERS TO NETWORK AND COLLABORATE. AS OF JUNE 30, 2019, OUR MEMBERSHIP INCREASED TO 432 MEMBERS. WE ALSO EXPERIENCED AN INCREASE IN ATTENDANCE AT OUR EDUCATIONAL AND NETWORKING EVENTS WHILE STAYING WITHIN OUR FINANCIAL BUDGET. ALL ARE ENCOURAGING SIGNS THAT THE PHOENIX MARKET FOR FINANCE AND INVESTMENT PROFESSIONALS IS GROWING AND THAT OUR STRATEGY IS SERVING THE MEMBERS OF CFA SOCIETY PHOENIX ACCORDINGLY.
Executives Listed on Filing
Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing
| Name | Title | Hours Per Week | Total Salary |
|---|
| Cody R Amis | DIRECTOR | 3 | $0 |
| Brian N Jackson | DIRECTOR | 3 | $0 |
| Charles A Bruening Iii | DIRECTOR | 3 | $0 |
| Bart Miller | DIRECTOR | 3 | $0 |
| Matthew J Pierce | DIRECTOR | 3 | $0 |
| Matthew J White | DIRECTOR | 3 | $0 |
| William Lee | DIRECTOR | 3 | $0 |
| Christoper J Dennis | DIRECTOR | 3 | $0 |
| L Wendell Licon | DIRECTOR | 3 | $0 |
| John Carter | TREASURER | 3 | $0 |
| Breton Stein | SECRETARY | 3 | $0 |
| Michael L Schoppet | VICE-PRESIDENT | 3 | $0 |
| Jack L Biggs | PRESIDENT | 3 | $0 |
Data for this page was sourced from XML published by IRS (
public 990 form dataset) from:
https://s3.amazonaws.com/irs-form-990/202041889349300709_public.xml