MONEY MANAGEMENT INSTITUTE
1177 AVENUE OF THE AMERICAS 7TH FL, NEW YORK, NY 10036 www.mminst.org

Total Revenue
$4,654,963
Total Expenses
$3,884,597
Net Assets
$3,521,690
Organizations Filed Purposes: 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.

MEMBERSHIP SERVICES: MEMBERSHIP SERVICES INCLUDES OUR PROGRAMS AND COMMITTEES. OUR PROGRAMS CONSIST OF BOTH MAJOR CONFERENCES AS WELL AS REGIONAL AND THEMATIC EVENTS. OUR COMMITTEES ARE FOCUSED ON DIFFERENT ROLES IN OUR MEMBER COMPANIES ORGANIZATIONS; I.E LEGAL AND COMPLIANCE, TECHNOLOGY AND OPERATIONS, HUMAN RESOURCES, ETC, OR THE TYPE OF MEMBER COMPANY; I.E. EMERGING ASSET MANAGERS, ALTERNATIVE INVESTMENTS, ETC. MMI IDENTIFIES DISCIPLINES AND NOTEWORTHY TRENDS OF OUR MEMBERSHIP.

EDUCATION: EDUCATION INITIATIVE DESIGNS, DEVELOPS, AND DISTRIBUTES COURSES TO THE INVESTMENT ADVISORY SOLUTIONS INDUSTRY. OUR COURSES RANGE FROM BASIC WEALTH MANAGEMENT TO SPECIALIZED INTEREST COURSES. MMI WORKS TOWARDS INCREASING INDUSTRY EDUCATION.

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.

Executives Listed on Filing

Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing

NameTitleHours Per WeekTotal Salary
Craig PfeifferPRESIDENT40$639,121
Arlen OranskySVP, MEMBERSHIP SERVICES40$238,071
Joan LensingSVP, MARKETING AND MEDIA R40$234,096
Hilary FiorellaSVP, MEMBERSHIP SERVICES40$223,108
Chad PapanierVP, EDUCATIONAL SALES40$111,745
Samantha LustigVP, FINANCE AND ADMINISTRA40$71,058
Andrea LisherMEMBER1$0
Noreen BeamanMEMBER1$0
Tim StinsonMEMBER1$0
Daniel O'LearMEMBER1$0
Matt JohnsonMEMBER1$0
William TurchynMEMBER1$0
Troy ThorntonSECRETARY1$0
Tom SholesMEMBER1$0
Tom MaloneMEMBER1$0
Susan ThompsonMEMBER1$0
Steve DeangelisMEMBER1$0
Scott KilgallenMEMBER1$0
Roger ParadisoMEMBER1$0
Robbie CannonMEMBER1$0
Ram SubramaniamMEMBER1$0
Peter ThatchMEMBER1$0
Patty LoepkerCHAIR EMERITUS1$0
Pat FeigleyMEMBER1$0
Nick VanderschieMEMBER1$0
Michael McvickerMEMBER1$0
Matt HussMEMBER1$0
Martin SmallMEMBER1$0
Marilee FeroneCHAIR-ELECT1$0
Kimberly BeckMEMBER1$0
Keith GlenfieldTREASURER1$0
Joseph SchultzMEMBER1$0
John MoningerMEMBER1$0
John McdonoughMEMBER1$0
Jim TracyMEMBER1$0
Jim DevaneyMEMBER1$0
Jennifer AbateCHAIR1$0
Jeff DowdleMEMBER1$0
Jeff CarlinMEMBER1$0
Jacob TuzzaMEMBER1$0
Eric KoestnerMEMBER1$0
David LindenbaumMEMBER1$0
David BerkowitzMEMBER1$0
Cheryl NashMEMBER1$0
Burt WhiteMEMBER1$0
Brendan ClarkMEMBER1$0
Bebe WilkinsonMEMBER1$0
Anne SteerMEMBER1$0
Data for this page was sourced from XML published by IRS (public 990 form dataset) from: https://s3.amazonaws.com/irs-form-990/202023099349301912_public.xml

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