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CFA SOCIETY NEW YORK INC

NEW YORK, NYEIN: 83-3591457Website

Data sourced from IRS 990 public filings

CFA SOCIETY NEW YORK INC SERVE THE NEEDS OF ALL MEMBERS AND INVESTMENT PROFESSIONALS AND TO EDUCATE THE INVESTING PUBLIC.

Local (City/County Level)
General Population
Community & Economic Development
Free Market/Pro-Business
Direct Service Delivery
Education & Awareness

Annual Revenue

$4,894,689

Known Funders

8

Grants Received

10

Financial History

YearRevenueExpensesAssets
2023$4,894,689$3,939,065$23,321,030
2022$4,732,484$3,978,109$13,497,612

Top Funders

CFA INSTITUTE

CHARLOTTESVILLE, VA

$527,479 (2022)
$50,000 (2021)
$25,000 (2023)
$15,000 (2021)
$10,000 (2024)
$5,000 (2021)
$5,000 (2023)
$4,000 (2022)
$3,500 (2021)
VIKALP FOUNDATION INC

OLD BROOKVILLE, NY

$250 (2021)

Key Personnel

From 2023 IRS 990 filing

D

DAVID ALLEN CFA

CHAIR

Officer
K

KEN D'SOUZA CFA

VICE CHAIRMAN

Officer
T

THOMAS BRIGANDI CFA

TREASURER

Officer
C

CAROLINE BUSBY CFA

SECRETARY

Officer
S

SANJAY ARORA CFA CMA ACA

DIRECTOR

A

ANDREW AUSLANDER CFA FRM

DIRECTOR

P

PAUL BENJAMIN CFA

DIRECTOR

A

ARTHUR FLIEGELMAN CFA

DIRECTOR

P

PAULINA ROGAWSKI TEP CRPC

DIRECTOR

M

MARYA ANN SAVOLA CFA MBA

DIRECTOR

Showing 10 of 21 key personnel.

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