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CFA SOCIETY OF SALT LAKE

SALT LAKE CITY, UTEIN: 61-1526448

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

YearRevenueExpensesAssets
2024$147,757$177,093$299,548

Top Funders

GEORGE S AND DOLORES DORE

SALT LAKE CITY, UT

$60,000 (2024)
GEORGE S AND DOLORES DORE

SALT LAKE CITY, UT

$60,000 (2023)
CFA INSTITUTE

CHARLOTTESVILLE, VA

$47,929 (2021)
CFA INSTITUTE

CHARLOTTESVILLE, VA

$34,595 (2022)
$10,000 (2021)
$10,000 (2023)
$10,000 (2024)
$10,000 (2023)
$10,000 (2023)
$5,000 (2022)

Key Personnel

From 2024 IRS 990 filing

B

BRYANT KRONGARD

PRESIDENT

K

KIRSTEN KELLER

VICE PRESIDENT

B

BROCK ADAMS

TREASURER/SECRETARY

J

JOSH FLADE

PROGRAMMING CHAIR

B

BOBBI IVANOVA

MEMBERSHIP CHAIR

W

WILL HENSHAW

RESEARCH CHALLENEGE CHAIR

S

STEVE KINDRED

PAST PRESIDENT

Frequently Asked Questions

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