CFA INSTITUTE
915 EAST HIGH STREET, CHARLOTTESVILLE, VA 229022083 www.cfainstitute.org

Total Revenue
$184,976,793
Total Expenses
$304,140,097
Net Assets
$262,026,428
Organizations Filed Purposes: TO LEAD THE INVESTMENT PROFESSION GLOBALLY BY PROMOTING THE HIGHEST STANDARDS OF ETHICS, EDUCATION, AND PROFESSIONAL EXCELLENCE FOR THE ULTIMATE BENEFIT OF SOCIETY.

THE CHARTERED FINANCIAL ANALYST (CFA) PROGRAM: THE ORGANIZATION ADMINISTERS THE WORLD-RENOWNED CFA PROGRAM, A THREE-LEVEL, EDUCATION AND EXAMINATION PROGRAM COVERING TOPICS ESSENTIAL TO THE INVESTMENT DECISION-MAKING PROCESS. PROGRAM TOPICS FORM THE CANDIDATE BODY OF KNOWLEDGE AND INCLUDE ETHICAL AND PROFESSIONAL STANDARDS, QUANTITATIVE METHODS, ECONOMICS, FINANCIAL STATEMENT REPORTING AND ANALYSIS, CORPORATE FINANCE, EQUITY AND FIXED-INCOME ANALYSIS, ALTERNATIVE INVESTMENTS, DERIVATIVES, PORTFOLIO MANAGEMENT, AND WEALTH PLANNING.

PROFESSIONAL DEVELOPMENT MEMBER SERVICES: THE ORGANIZATION PROMOTES LIFELONG LEARNING BY SPONSORING AND DISSEMINATING A VARIETY OF EDUCATIONAL CONTENT TO INVESTMENT PROFESSIONALS ON TOPICS RELEVANT TO THE PROFESSION. IT ALSO PROVIDES CAREER DEVELOPMENT RESOURCES, CREATES AFFILIATION AND NETWORKING OPPORTUNITIES, AND PROMOTES AWARENESS AND RECOGNITION OF MEMBER CREDENTIALS TO THE INDUSTRY AND INVESTING PUBLIC.

STANDARDS ADVOCACY, AND THOUGHT LEADERSHIP: THE ORGANIZATION IS A LEADING VOICE ON ISSUES OF FAIRNESS, EFFICIENCY, AND INVESTOR PROTECTION IN GLOBAL CAPITAL MARKETS AND PROMOTES HIGH STANDARDS OF ETHICS, INTEGRITY, AND PROFESSIONAL EXCELLENCE WITHIN THE INVESTMENT COMMUNITY. THE ORGANIZATION ALSO PROMOTES AND ENFORCES THE CFA INSTITUTE CODE OF ETHICS AND STANDARDS OF PROFESSIONAL CONDUCT. ALL MEMBERS OF THE ORGANIZATION AND CANDIDATES IN THE CFA PROGRAM ARE REQUIRED TO ADHERE TO THIS CODE.

Executives Listed on Filing

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

NameTitleHours Per WeekTotal Salary
Paul Smith Cfa Thru 82019FORMER PRESIDENT & CEO40$1,734,363
Kurt N Schacht CfaMANAGING DIRECTOR40$624,831
Gary BakerMANAGING DIRECTOR40$518,718
Nick PollardMANAGING DIRECTOR40$517,539
Marg Franklin Cfa Eff 92019PRES & CEO & RESRCH FDN BD MEM40$510,115
Bjorn Forfang Exit 42019MANAGING DIRECTOR40$494,201
Stephen M Horan CfaMANAGING DIRECTOR40$490,897
Chris AinsworthMANAGING DIRECTOR40$480,938
Michael CollinsMANAGING DIRECTOR40$480,256
Sheri Lynn LittlefieldCHIEF LEGAL OFFICER40$480,051
Leilani HallMANAGING DIRECTOR40$423,181
Tony TanHEAD, ETHICS, STANDARD CONDUCT40$420,049
Emily Dunbar Exit 62020MANAGING DIRECTOR40$409,555
Sandra Peters CfaHEAD, FIN. REPORT POL. GROUP40$408,006
Rob LangrickSENIOR HEAD CFA PROGRAM40$362,124
Peg JobstSENIOR HEAD EXAM ADMIN. SECURI40$346,003
Mary LeungHEAD ADVOCACY40$323,062
Jeff KnightonINTERIM CFO (7/2019-12/2019)40$269,485
Diane Basile CfaFORMER CFO (Exit 7/2019)0$245,647
Joseph P LangeCORPORATE SECRETARY40$164,043
Allison Holmes Eff 122019CHIEF FINANCIAL OFFICER40$22,066
Hua Yu CfaMEMBER, BOARD OF GOVERNORS1$4,578
Maria Wilton CfaMEMBER, BOARD OF GOVERNORS1$0
Punita Kumar-Sinha CfaMEMBER, BOARD OF GOVERNORS1$0
Leah Bennett CfaMEMBER, BOARD OF GOVERNORS1$0
Alexander BirkinMEMBER, BOARD OF GOVERNORS1$0
Daniel Fasciano CfaMEMBER, BOARD OF GOVERNORS1$0
Geoffrey Ng CfaMEMBER, BOARD OF GOVERNORS1$0
Robert BrunerMEMBER, BOARD OF GOVERNORS1$0
Zouheir Tamim El Jarkass CfaMEMBER, BOARD OF GOVENORS1$0
Daniel Gamba CfaBOARD VICE CHAIR1$0
Tricia Rothschild CfaMEMBER, BOARD OF GOVERNORS1$0
Karina LitvackMEMBER, BOARD OF GOVERNORS1$0
Diane Nordin CfaBOARD & EXEC. COMMITTEE CHAIR1$0
Heather Brilliant CfaMEMBER, BOARD OF GOVERNORS1$0
Data for this page was sourced from XML published by IRS (public 990 form dataset) from: https://s3.amazonaws.com/irs-form-990/202131939349300623_public.xml

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