CFA Society South Carolina
Data sourced from IRS 990 public filings
CFA Society South Carolina promotes the highest ethical standards and professional excellence within the local investment community. CFA Society South Carolina is an association of local investment professionals, consisting of portfolio managers, security analysts, investment advisers, and other financial practitioners, that has served CFA charterholders and CFA Program candidates locally for the last 15 years.
CFA Society South Carolina has received 15 grants from 9 known foundation funders. Revenue increased from $49,364 in 2023 to $52,335 in 2024. Most recent reported revenue: $52,335.
Annual Revenue
$52,335
Known Funders
9
Grants Received
15
Financial History
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $52,335 | $70,037 | $235,163 |
| 2023 | $49,364 | $48,707 | $254,866 |
Top Funders
RALEIGH, NC
CHICAGO, IL
RALEIGH, NC
RALEIGH, NC
RALEIGH, NC
CHARLOTTESVILLE, VA
CHARLOTTESVILLE, VA
CHARLOTTE, NC
LEXINGTON, KY
FARMINGTON HILLS, MI
Key Personnel
From 2024 IRS 990 filing
Katherine Hollenbeck CFA
President
Cliff Hodge CFA
Vice President
Irina Koch CFA
Secretary
Brian Hussain CFA
Treasurer
Michael Andreason CFA
Member at Large
John Decker CFA
Member at Large
Paul Meeks CFA
Member at Large
Robert Killins CFA
Member at Large
Steve Wickline CFA
Member at Large
Edward Graham CFA
Member at Large
Showing 10 of 11 key personnel.
Frequently Asked Questions
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