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THE CFA SOCIETY OF ORLANDO INC

ORLANDO, FLEIN: 59-3213363Website

Data sourced from IRS 990 public filings

THE CFA SOCIETY OF ORLANDO INC TO FOSTER A VIBRANT AND ETHICAL INVESTMENT COMMUNITY BY DELIVERING MEMBER VALUE,DEVELOPING FINANCE PROFESSIONALS, AND BUILDING MARKET INTEGRITY IN CENTRAL FLORIDA.

Annual Revenue

$104,006

Known Funders

6

Grants Received

12

Financial History

YearRevenueExpensesAssets
2024$104,006$89,323$193,178

Top Funders

CFA INSTITUTE

CHARLOTTESVILLE, VA

$44,689 (2021)
CFA INSTITUTE

CHARLOTTESVILLE, VA

$35,725 (2022)
$15,000 (2021)
$10,000 (2024)
$10,000 (2023)
$5,000 (2023)
$5,000 (2024)
$5,000 (2022)
$5,000 (2021)
$2,500 (2021)

Key Personnel

From 2024 IRS 990 filing

A

ALLISON ROBERTS

DIRECTOR

S

STUART SMITH

DIRECTOR

M

MITHCELL LAMORIELLO

DIRECTOR

Y

YINYAN IBANEZ

DIRECTOR

T

THOMAS HARRINGTON

DIRECTOR

S

STEVEN ROGERS

DIRECTOR

C

CHRISTINA SHAFFER

VICE PRESIDE

T

THOMAS HARRINGTON

PRESIDENT

K

KEVIN REHER

TREASURER

X

XINXIN LIU

DIRECTOR

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