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CFA SOCIETY PHILADELPHIA INC

EIN: 23-6395738Philadelphia, PAZIP: 19103
501(c)(6)

Mission

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

Financials

YearRevenueExpensesAssets
2022$593k$0$870k

Compensation

PETER CONNERS
Executive Director
chief executive officer
$0
$0
$0
$145,000
FLOYD SIMPSON
Board President
board president
$0
$0
$0
$0
BILL HAGAN
Private Wealth Management Conf. Committee
board member
$0
$0
$0
$0
MELISSA NOVAK
Governance Committee
officer (unspecified)
$0
$0
$0
$0
RICH JAKOTOWICZ
Vice President
vice president
$0
$0
$0
$0
MICHAEL NEELY
Treasurer
officer (unspecified)
$0
$0
$0
$0
BRIAN LAUZON
Wealth Management Committee Chair
board chair
$0
$0
$0
$0
DAVID SHEPHERD
Programs Committee
board member
$0
$0
$0
$0
LESLIE THEODOSOPOULOS
Vice President
vice president
$0
$0
$0
$0
ROBERT NORTON
Programs Committee
board member
$0
$0
$0
$0
AARON FILBECK
Programs Committee Chair
board chair
$0
$0
$0
$0
ANDREW D'AMICO
Outreach Committee Chair
board chair
$0
$0
$0
$0
BETH STONE
D&I Conference Committee Chair
board chair
$0
$0
$0
$0
SEAN HEBERLING
Governance Committee Co-Chair
board member
$0
$0
$0
$0
LARA COVIELLO
Secretary
board secretary
$0
$0
$0
$0

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Learn more

Data from IRS Form 990 filings (2022).