CFA SOCIETY PHILADELPHIA INC
1900 MARKET STREET 8TH FLOOR, PHILADELPHIA, PA 19103 www.cfaphil.org

Total Revenue
$634,587
Total Expenses
$547,244
Net Assets
$570,169

Organizations Filed Purposes: TO LEAD A PREEMINENT COMMUNITY OF INVESTMENT AND FINANCE PROFESSIONALS WHO PROMOTE THE HIGHEST STANDARDS OF ETHICS, EDUCATION AND PROFESSIONAL EXCELLENCE.

CAREER ADVANCEMENT OF PROFESSIONALS

ORGANIZED AND SPONSORED BREAKFASTS, LUNCHES, AND ANNUAL DINNER MEETINGS, EACH WITH A GUEST SPEAKER PROVIDING INFORMATION AND VIEWS ON TOPICAL INDUSTRY ISSUES.

PROVIDED MEMBERS WITH STRUCTURED STUDY PROGRAM DESIGNED TO ASSIST THEM IN OBTAINING A PASSING GRADE ON THE CFA ACCREDIDATION EXAM.

Executives Listed on Filing

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

NameTitleHours Per WeekTotal Salary
Peter ConnersEXECUTIVE DIRECTOR40$166,357
Chris TidmoreOUTREACH COMMITTEE1$0
Jeremy TennenbaumPAST PRESIDENT1$0
David ShepherdPROGRAMS COMMITTEE CHAIR1$0
Jasmine RichardsTREASURER1$0
Melissa NovakPROGRAMS COMMITTEE1$0
Robert NortonPAST PRESIDENT1$0
Peter MaherPAST PRESIDENT1$0
Brian LauzonPRESIDENT1$0
Kenn LamsonMEMBERSHIP CHAIR1$0
Rich JakotowiczMEMBERSHIP COMMITTEE1$0
Sean HeronPROGRAMS COMMITTEE1$0
Sean HeberlingRESEARCH CHALLENGE COMMITT1$0
Jon FioravantiMARKETING & COMMUNICATION1$0
Domenic D'GintoCORPORATE GOVERNANCE CHAIR1$0
Andrew D'AmicoSECRETARY1$0
James BarnesFORECAST DINNER CHAIR1$0
Jeremy BachPROGRAMS COMMITTEE1$0
Morgan AvitabileTECHNOLOGY TASK FORCE1$0

Data for this page was sourced from XML published by IRS (public 990 form dataset) from: https://s3.amazonaws.com/irs-form-990/202043579349300024_public.xml