Organizations Filed Purposes:
to serve the practitioner's need for specialized knowledge, advanced studies, and information on new developments in investments and financial management. Of equal importance has been its mission to promote high standards of professional conduct among its members.
The provided the investment practitioner with educational/specialized learning opportunities, advanced studies, and information on new developments in investments and financial management. Additionally, the Organization's activities promote high standards of professional conduct among its members.
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 |
|---|
| David Lee | Trustee | 0 | $0 |
| William Hanna Hope Ii | ADVOCACY | 0 | $0 |
| Marc Altschull | Treasurer | 0 | $0 |
| Aaron Jacobson-Swanson | EXEC VP | 0 | $0 |
| Vincent Baria | PAST PRESIDENT | 0 | $0 |
| Dyer Kennedy | VP - EDUCATION | 0 | $0 |
| Aaron Zeide | Trustee | 0 | $0 |
| Emilie Sumera | Trustee | 0 | $0 |
| Fred Tulley | VP - PROGRAMS | 0 | $0 |
| Andretta Weaver | Secretary | 0 | $0 |
| Christy Loop | Trustee | 0 | $0 |
| Celia Anderson | TRUSTEE | 0 | $0 |
| John Skinner | Trustee | 0 | $0 |
| Aradhana Kejriwal | TRUSTEE | 0 | $0 |
| Evan Byers | TRUSTEE | 0 | $0 |
| Natalia Jones | Trustee | 0 | $0 |
| Polina Denissova | TRUSTEE | 0 | $0 |
| George Chen | President | 0 | $0 |
Data for this page was sourced from XML published by IRS (
public 990 form dataset) from:
https://s3.amazonaws.com/irs-form-990/202131309349303653_public.xml