CFA SOCIETY OF MILWAUKEE INC
Data sourced from IRS 990 public filings
CFA SOCIETY OF MILWAUKEE INC CFA SOCIETY OF MILWAUKEE WAS FORMED AS A NOT-FOR-PROFIT BUSINESS LEAGUE TO (A) ADVANCE EDUCATIONAL STANDARDS IN THE PROFESSIONAL PRACTICES OF FINANCIAL ANALYSIS, INVESTMENT MANAGEMENT, SECURITIES ANALYSIS AND OTHER SIMILAR PROFESSIONS, (B) INSTRUCT AND TRAIN MEMBERS AND THE GENERAL PUBLIC IN THE SOUND AND TRUSTWORTHY PRINCIPLES, PRACTICES, AND CONDUCT WITH REGARD TO THE INVESTMENT DECISION-MAKING PROCESS, (C) CARRY ON, SPONSOR, AID, AND ENCOURAGE RESEARCH, EDUCATION, AND INFORMATION ACTIVITIES TO FURTHER THESE PURPOSES, (D) PROMOTE GOOD RELATIONS BETWEEN THE GENERAL PUBLIC AND PROFESSIONALS ENGAGED IN THE INVESTMENT DECISION-MAKING PROCESS, AND (E) PROMOTE THE WELFARE OF MEMBERS AND OTHER ENGAGED PROFESSIONALLY IN THE INVESTMENT DECISION-MAKING PROCESS.
Annual Revenue
$178,873
Known Funders
5
Grants Received
11
Financial History
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $178,873 | $103,206 | $483,752 |
Top Funders
MILWAUKEE, WI
MILWAUKEE, WI
MILWAUKEE, WI
CHARLOTTESVILLE, VA
CHARLOTTESVILLE, VA
BROOKLYN, NY
NORWALK, CT
NORWALK, CT
Glendale, WI
Glendale, WI
Key Personnel
From 2024 IRS 990 filing
KELSEY ELLSWORTH
TREASURER/SECRETARY
COLLEEN COSTELLO
VICE PRESIDENT - PROGRAMMING
AARON BENSON
VICE PRESIDENT
ALICE AMBROWIAK
PRESIDENT
JACOB BRAUND
BOARD MEMBER
DEREK DE GROOT
BOARD MEMBER
TONY DESROCHERS
BOARD MEMBER
RYAN HAMILTON
BOARD MEMBER
JON HENSHUE
BOARD MEMBER
KRISTIN HOLZHAUER
BOARD MEMBER
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