CFA SOCIETY BOSTON INC CFA SOCIETY BOSTON MEMBERS PROMOTE THE HIGHEST ETHICAL STANDARDS, BEST PRACTICES AND PROFESSIONAL DEVELOPMENT WITHIN THE INVESTMENT INDUSTRY TO EDUCATE AND BUILD TRUST IN THE COMMUNITY IT SERVES.
Annual Revenue
$1,998,288
Known Funders
5
Grants Received
6
Financial History
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2023 | $1,998,288 | $2,096,241 | $6,910,043 |
| 2022 | $1,853,709 | $1,890,424 | $6,655,258 |
| 2021 | $2,072,624 | $1,759,733 | $5,288,449 |
| 2020 | $1,696,898 | $1,331,024 | $6,009,185 |
| 2019 | $1,832,964 | $1,681,778 | $4,708,519 |
| 2018 | $1,919,405 | $1,847,413 | $4,764,884 |
| 2017 | $1,701,394 | $1,606,329 | $4,463,942 |
| 2015 | $1,634,873 | $1,647,010 | $4,277,224 |
Top Funders
CHARLOTTESVILLE, VA
CHARLOTTESVILLE, VA
LOWELL, MA
CHELMSFORD, MA
TOPSFIELD, MA
BOSTON, MA
Key Personnel
From 2023 IRS 990 filing
HEATHER M YOUNG CFA
DIRECTOR
KASHIF SIDDIQUI
DIRECTOR
ALLYSEN MATTISON CFA
DIRECTOR
BILL LI CFA CAIA
DIRECTOR
SRI KRISHNAMURTHY CFA
DIRECTOR
WILIAM D KRAUSE CFA
DIRECTOR
TIFFANY HU CFA
DIRECTOR
PATRICK C GREGORY CFA
DIRECTOR
P BRIAN ENYEART CFA
DIRECTOR
JENNIFER K DESISTO CFA CAIA
DIRECTOR
Showing 10 of 37 key personnel.
Frequently Asked Questions
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