CFA SOCIETY OF PORTLAND INC
Data sourced from IRS 990 public filings
CFA SOCIETY OF PORTLAND INC THE SOCIETY IS AN ASSOCIATION OF LOCAL INVESTMENT PROFESSIONALS CONSISTING OF PORTFOLIO MANAGERS, SECURITY ANALYST, INVESTMENT ADVISORS, AND OTHER FINANCIAL PROFESSIONALS. THE SOCIETY PROMOTES ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE LOCAL INVESTMENT COMMUNITY AND BEYOND, AND WORKS TO FURTHER THE PUBLIC'S UNDERSTANDING OF THE CFA DESIGNATION AND INVESTMENT INDUSTRY. AS ON OF AIMR'S 101 MEMBER SOCIETIES , OUR SOCIETY CONNECTS MEMBERS TO A GLOBAL NETWORK OF INVESTMENT PROFESSIONALS.
Annual Revenue
$367,756
Known Funders
2
Grants Received
3
Financial History
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2023 | $367,756 | $236,221 | $970,247 |
| 2022 | $324,228 | $199,658 | $838,782 |
| 2021 | $82,820 | $142,067 | $714,123 |
| 2020 | $300,118 | $89,739 | $778,849 |
| 2019 | $187,442 | $196,456 | $568,421 |
| 2018 | $235,624 | $189,263 | $581,055 |
| 2017 | $243,838 | $179,864 | $523,449 |
| 2016 | $212,856 | $177,071 | $459,475 |
Top Funders
CHARLOTTESVILLE, VA
CHARLOTTESVILLE, VA
Portland, OR
Key Personnel
From 2023 IRS 990 filing
RYAN FITZGERALD
MEMBER & ED
MIKE GALLAGHER
PRESIDENT
ILA GUPTA
VICE PRESIDE
JOE HERRIE
PUBLIC AWARE
MELANIE LEWIS
EXECUTIVE DI
PIMAN LIMPAPHAYAOM
UNIVERSITY L
RUDY MURGO
SECRETARY
TONY TURSICH
PAST PRESIDE
JULIE BRYAN
PROGRAMS CHA
RYAN FITZGERALD
MEMBER & ED
Showing 10 of 17 key personnel.
Frequently Asked Questions
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