CFA SOCIETY NORTH CAROLINA INC
Data sourced from IRS 990 public filings
CFA SOCIETY NORTH CAROLINA INC THE CFA NORTH CAROLINA SOCIETY PROMOTES ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE INVESTMENT INDUSTRY, ENCOURAGES PROFESSIONAL DEVELOPMENT THROUGH THE CFA PROGRAM AND FACILITATES THE OPEN EXCHANGE OF INFORMATION AND OPINIONS.
Annual Revenue
$359,655
Known Funders
2
Grants Received
3
Financial History
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2023 | $359,655 | $393,649 | $768,221 |
| 2022 | $360,896 | $395,819 | $721,982 |
| 2021 | $379,282 | $383,565 | $721,541 |
Top Funders
CHARLOTTESVILLE, VA
CHARLOTTESVILLE, VA
GOLDSBORO, NC
Key Personnel
From 2023 IRS 990 filing
SUMALI SANYAL
VICE PRESIDENT
LAURETTA REEVES
SECRETARY
CASEY BAUM
TREASURER
JAKE LIU
DIRECTOR
LISA WEISS
DIRECTOR
MICHAEL HAKEREM
DIRECTOR
ROBERT LAMY
DIRECTOR
ERIK KEENER
DIRECTOR
SAM KIRBY
DIRECTOR
BRITTANY PRIESTER
PAST PRESIDENT
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Frequently Asked Questions
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