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CFA SOCIETY PHOENIX

EIN: 86-0469879Tempe, AZZIP: 85282
501(c)(6)

Mission

WE PROMOTE ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE INVESTMENT INDUSTRY, ENCOURAGE PROFESSIONAL DEVELOPMENT THROUGH THE CFA PROGRAM AND CONTINUING EDUCATION, FACILITATE THE EXCHANGE OF INFORMATION AND OPINIONS AMONG PEOPLE WITHIN THE LOCAL INVESTMENT COMMUNITY, AND WORK TO FURTHER THE PUBLICS UNDERSTANDING OF THE INVESTMENT INDUSTRY.

Financials

YearRevenueExpensesAssets
2023$213k$0$325k
2021$166k$0$310k

Compensation

2023

L WENDELL LICON
$0
$0
$0
$0
MATTHEW J WHITE
$0
$0
$0
$0
AMANDA ZAKHAROV
$0
$0
$0
$0
ANDREA PATTERSON
$0
$0
$0
$0
BEN NYARKO
$0
$0
$0
$0
BRETON STEIN
$0
$0
$0
$0
CJ DENNIS
$0
$0
$0
$0
EVAN NUTTALL
$0
$0
$0
$0
JEFF ELLMAURER
$0
$0
$0
$0
NATALIE DROTAR
$0
$0
$0
$0
SRIVIDYA SUBRAMANYAM
$0
$0
$0
$0

2021

L WENDELL LICON
$0
$0
$0
$0
BART MILLER
$0
$0
$0
$0
JULIA DAMELIO
$0
$0
$0
$0
AMANDA ZAKHAROV
$0
$0
$0
$0
EVAN NUTTALL
$0
$0
$0
$0
JEFFREY ELLMAURER
$0
$0
$0
$0
MATTHEW J WHITE
$0
$0
$0
$0
JACK BIGGS
$0
$0
$0
$0
JOY KELLEY
$0
$0
$0
$0

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Data from IRS Form 990 filings (2021-2023).