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.
CFA SOCIETY BOSTON INC has received 6 grants from 5 known foundation funders. Revenue increased from $1,998,288 in 2023 to $2,419,772 in 2024. Most recent reported revenue: $2,419,772.
Annual Revenue
$2,419,772
Known Funders
5
Grants Received
6
Financial History
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $2,419,772 | $2,588,166 | $6,656,724 |
| 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 |
Top Funders
CHARLOTTESVILLE, VA
CHARLOTTESVILLE, VA
LOWELL, MA
CHELMSFORD, MA
TOPSFIELD, MA
BOSTON, MA
Key Personnel
From 2024 IRS 990 filing
SEAN D FULLERTON
DIRECTOR
BILL LI CFA CAIA
DIRECTOR
SRI KRISHNAMURTHY CFA
DIRECTOR
WILIAM D KRAUSE CFA
DIRECTOR
P BRIAN ENYEART CFA
DIRECTOR
JENNIFER K DESISTO CFA CAIA
DIRECTOR
KENECHUKWU ANADU CFA CAIA
DIRECTOR
KEON T HOLMES CFA
DIRECTOR
SARAH N SAMUELS CFA CAIA
DIRECTOR
ALLYSEN MATTISON CFA
VICE CHAIR
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Frequently Asked Questions
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