CFA SOCIETY OF SALT LAKE
Data sourced from IRS 990 public filings
CFA SOCIETY OF SALT LAKE OUR MISSION IS TO LEAD THE INVESTMENT PROFESSION GLOBALLY BY PROMOTING THE HIGHEST STANDARDS OF ETHICS, EDUCATION, AND PROFESSIONAL EXCELLENCE FOR THE ULTIMATE BENEFITS OF SOCIETY. OUR SOCIETY IS AN ASSOCIATION OF LOCAL INVESTMENT PROFESSIONALS. CONSISTING OF PORTFOLIO MANAGERS, SECURITY ANALYSTS, INVESTMENT ADVISORS, AND OTHER FINANCIAL PROFESSIONALS, WE PROMOTE: ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE INVESTMENT INDUSTRY; ENCOURAGE PROFESSIONAL DEVELOPMENT THROUGH THE CFA PROGRAM AND CONTINUING EDUCATION; FACILITATE THE EXCHANGE OF INFORMATION AND OPINIONS AMONG PEOPLE WITHIN THE LOCAL INVESTMENT COMMUNITY AND BEYOND, AND; WORK TO FURTHER THE PUBLIC'S UNDERSTANDING OF THE CFA DESIGNATION AND INVESTMENT INDUSTRY. AS ONE OF CFA INSTITUTE MEMBER SOCIETIES, OUR SOCIETY CONNECTS MEMBERS TO A GLOBAL NETWORK OF INVESTMENT PROFESSIONALS.
Annual Revenue
$147,757
Known Funders
10
Grants Received
16
Financial History
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $147,757 | $177,093 | $299,548 |
Top Funders
SALT LAKE CITY, UT
SALT LAKE CITY, UT
CHARLOTTESVILLE, VA
CHARLOTTESVILLE, VA
SALT LAKE CITY, UT
RICHMOND, VA
Salt Lake City, UT
SALT LAKE CITY, UT
SALT LAKE CITY, UT
SALT LAKE CITY, UT
Key Personnel
From 2024 IRS 990 filing
BRYANT KRONGARD
PRESIDENT
KIRSTEN KELLER
VICE PRESIDENT
BROCK ADAMS
TREASURER/SECRETARY
JOSH FLADE
PROGRAMMING CHAIR
BOBBI IVANOVA
MEMBERSHIP CHAIR
WILL HENSHAW
RESEARCH CHALLENEGE CHAIR
STEVE KINDRED
PAST PRESIDENT
Frequently Asked Questions
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