Organizations Filed Purposes:
THE CFA SOCIETY OF AUSTIN PROMOTES ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE INVESTMENTS INDUSTRY, ENCOURAGES PROFESSIONAL DEVELOPMENT THROUGH THE CFA PROGRAM, AND FACILITATES THE OPEN EXCHANGE OF INFORMATION AND OPINIONS.
HELD THE ANNUAL DINNER TO PROMOTE THE SOCIETY, ALLOW FOR INTERACTION BETWEEN MEMBERS, AND RECOGNIZE ACHIEVEMENTS. APPROXIMATELY 200 PERSONS ATTENDED THE DINNER WHICH INCLUDED GUESTS.
PLANNED AND SPONSORED FOURTEEN EDUCATIONAL PROGRAMS OF INTEREST TO FINANCIAL INVESTMENT MANAGEMENT PROFESSIONALS TO BROADEN THEIR KNOWLEDGE AND TO INTERACT WITH SPEAKERS AND MEMBERS REGARDING SUCH ISSUES. TOPICS INCLUDED GLOBAL ECONOMIC FORECASTING FOR CAPITAL MARKETS,PORTFOLIO MANAGMENT AND ALLOCATION OF INVESTMENT ASSETS, EQUITY MARKET PROJECTIONS, IMPACT OF TECHNOLOGY ON INVESTMENT MANAGEMENT, CAPITAL MARKET DISRUPTIONS, OIL AND GAS INDUSTRY PROJECTIONS, STRATEGIES FOR INVESTING AND GEOPOLITICS, NETWORKING, MANAGEMENT, AND LEADERSHIP. THE AVERAGE ATTENDANCE AT SUCH MEETINGS RANGED BETWEEN 50 TO 80 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 |
|---|
| Griffin Watkins | Director | 1 | $0 |
| Michael Saracco | Director | 1 | $0 |
| Tom Villalta | Director | 0.25 | $0 |
| Cherry Phan | Director | 1 | $0 |
| Anca Ion | Director | 1 | $0 |
| Courtney Dunn | SECRETARY | 0.25 | $0 |
| Alejandro Navarro | Director | 0.25 | $0 |
| Panayiotis Lambropoulos | Director | 0.25 | $0 |
| Kevin Lincoln | PROGRAMS | 1 | $0 |
| Gabe Thornhill | Treasurer | 1 | $0 |
| John Dashtara | President | 1 | $0 |
| Ryann Marotta | Director | 1 | $0 |
Data for this page was sourced from XML published by IRS (
public 990 form dataset) from:
https://s3.amazonaws.com/irs-form-990/202033089349300323_public.xml