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CFA SOCIETY NORTH CAROLINA INC

EIN: 56-1824044Raleigh, NCZIP: 27613
S41 - Community Improvement & Capacity Building501(c)(6)

Mission

CFA NORTH CAROLINA PROMOTES ADHERENCE TO THE HIGHEST LEVEL OF PROFESSIONAL STANDARDS AND CONDUCT WITHIN THE INVESTMENT INDUSTRY. WE ENCOURAGE THE PROFESSIONAL DEVELOPMENT AND INTEREST OF THE MEMBERS THROUGH THE CFA PROGRAM AND CONTINUING EDUCATION. WE FACILITATE THE EXCHANGE OF INFORMATION AND OPINIONS AMONG PEOPLE WITHIN THE LOCAL INVESTMENT COMMUNITY AND BEYOND, AND INCREASE AWARENESS AND UNDERSTANDING OF THE CHARTERED FINANCIAL ANALYST DESIGNATION AND INVESTMENT INDUSTRY TO THE PUBLIC.

Financials

YearRevenueExpensesAssets
2023$360k$0$768k
2022$361k$0$722k

Compensation

2023

SHERI GILLETTE
Executive Director
chief executive officer
$0
$0
$0
$102,750
SUMALI SANYAL
Vice President
vice president
$0
$0
$0
$0
LAURETTA REEVES
Secretary
officer (unspecified)
$0
$0
$0
$0
CASEY BAUM
Treasurer
officer (unspecified)
$0
$0
$0
$0
JAKE LIU
Director
board member
$0
$0
$0
$0
LISA WEISS
Director
board member
$0
$0
$0
$0
MICHAEL HAKEREM
Director
board member
$0
$0
$0
$0
ROBERT LAMY
Director
board member
$0
$0
$0
$0
ERIK KEENER
Director
board member
$0
$0
$0
$0
SAM KIRBY
Director
board member
$0
$0
$0
$0
BRITTANY PRIESTER
Past President
board president
$0
$0
$0
$0
NIRUP SAHOO
Director
board member
$0
$0
$0
$0
MATTHEW K UNDERWOOD
President
chief executive officer
$0
$0
$0
$0

2022

SHERI GILLETTE
Executive Director
chief executive officer
$0
$0
$0
$99,688
JOYNER EDMUNDSON
Treasurer
officer (unspecified)
$0
$0
$0
$0
LISA WEISS
Director
board member
$0
$0
$0
$0
MARK PACCIONE
Past President
board president
$0
$0
$0
$0
MATTHEW UNDERWOOD
Vice President
vice president
$0
$0
$0
$0
NIRUP SAHOO
Director
board member
$0
$0
$0
$0
RANJIT THOMAS
Director
board member
$0
$0
$0
$0
ROBERT LAMY
Director
board member
$0
$0
$0
$0
SAM KIRBY
Director
board member
$0
$0
$0
$0
STEPHEN MILLER
Director
board member
$0
$0
$0
$0
SUMALI SANYAL
Secretary
officer (unspecified)
$0
$0
$0
$0
BRITTANY PRIESTER
President
chief executive officer
$0
$0
$0
$0
ERIK KEENER
Director
board member
$0
$0
$0
$0

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Data from IRS Form 990 filings (2022-2023).