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CFA SOCIETY OF PORTLAND INC

EIN: 23-7358083Portland, ORZIP: 97207
S41 - Community Improvement & Capacity Building501(c)(6)

Mission

THE SOCIETY IS AN ASSOCIATION OF LOCAL INVESTMENT PROFESSIONALS CONSISTING OF PORTFOLIO MANAGERS, SECURITY ANALYST, INVESTMENT ADVISORS, AND OTHER FINANCIAL PROFESSIONALS. THE SOCIETY PROMOTES ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE LOCAL INVESTMENT COMMUNITY AND BEYOND, AND WORKS TO FURTHER THE PUBLIC'S UNDERSTANDING OF THE CFA DESIGNATION AND INVESTMENT INDUSTRY. AS ON OF AIMR'S 101 MEMBER SOCIETIES , OUR SOCIETY CONNECTS MEMBERS TO A GLOBAL NETWORK OF INVESTMENT PROFESSIONALS.

Financials

YearRevenueExpensesAssets
2023$368k$0$970k

Compensation

JULIE BRYAN
Programs Cha
board member
$0
$0
$0
$0
RYAN FITZGERALD
Member & Ed
board member
$0
$0
$0
$0
MIKE GALLAGHER
President
chief executive officer
$0
$0
$0
$0
ILA GUPTA
Vice Preside
officer (unspecified)
$0
$0
$0
$0
JOE HERRIE
Public Aware
board member
$0
$0
$0
$0
MELANIE LEWIS
Executive Di
board member
$0
$0
$0
$0
PIMAN LIMPAPHAYAOM
University L
board member
$0
$0
$0
$0
RUDY MURGO
Secretary
officer (unspecified)
$0
$0
$0
$0
TONY TURSICH
Past Preside
officer (unspecified)
$0
$0
$0
$0

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Data from IRS Form 990 filings (2023).