Organizations Filed Purposes:
TO ADVANCE THE INVESTMENT PROFESSION BY PROMOTING THE HIGHEST STANDARDS OF ETHICAL BEHAVIOR, PROFESSIONAL COMPETENCY AND THE VALUE OF THE CFA CHARTER FOR THE BENEFIT OF OUR COMMUNITY.
MEMBER EVENTS: FORUM FOR INVESTMENT PROFESSIONALS TO MAKE PRESENTATIONS TO MEMBERSHIP, FOSTER MEMBER RELATIONSHIPS, AND PROMOTE SOCIETY
MARKETING: BRANDING, PROMOTING CFA EDUCATION THROUGH RADIO ADS, BUSINESS JOURNALS AND BANNERS
THE CFA INSTITUTE RESEARCH CHALLENGE IS AN ANNUAL GLOBAL COMPETITION THAT PROVIDES UNIVERSITY STUDENTS WITH HANDS-ON MENTORING AND INTENSIVE TRAINING IN FINANCIAL ANALYSIS AND PROFESSIONAL ETHICS. EACH STUDENT WILL BE TESTED ON THEIR ANALYTIC, VALUATION, REPORT WRITING, AND PRESENTATION SKILLS. THEY GAIN REAL-WORLD EXPERIENCE AS THEY ASSUME THE ROLE OF A RESEARCH ANALYST.
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 |
|---|
| Matt Mctague | DIRECTOR | 1 | $0 |
| Elizabeth Jourdan | DIRECTOR | 1 | $0 |
| Tim Westrich | TREASURER/SECRETARY | 2 | $0 |
| Nong Lin | PRESIDENT | 2 | $0 |
| Cheryl Finn | DIRECTOR | 1 | $0 |
| Chris Bloomstran | DIRECTOR | 1 | $0 |
| Patrick O'Neil | DIRECTOR | 1 | $0 |
| Jack Dwyer | DIRECTOR | 1 | $0 |
| John Dutemple | VICE PRESIDENT | 2 | $0 |
| Paul Simmons | PAST PRESIDENT | 2 | $0 |
Data for this page was sourced from XML published by IRS (
public 990 form dataset) from:
https://s3.amazonaws.com/irs-form-990/202042829349300544_public.xml