Cfa Society Boston Inc
EIN 237069432 · 501(c)(6) · Public charity · Boston, MA · recognized 1970
- Assets
- $6.9M
- Revenue
- $2.0M
- Expenses
- $2.1M
- Investment income
- $151K
Form 990 fiscal year ended 06/30/2024
Investment managers
Advisory firms linked via Form 990 Part VII independent contractors.
No linked investment managers yet.
Highest-paid contractors
Form 990 Part VII-B, independent contractors paid over $100k.
None reported.
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| Jeanne Wolf | Chief executive officer | $244,321 | $28,308 |
| Renee Russo | Chief operating officer | $189,463 | $27,624 |
| Todd Fowler | Director of education and content | $107,030 | $412 |
| Caitlin Basler | Director of member technology and engagement | $103,745 | $19,088 |
| Sarah N Samuels Cfa Caia | Chair | $0 | $0 |
| Andrew Z Tubman Cfa | Treasurer | $0 | $0 |
| Keon T Holmes Cfa | Secretary | $0 | $0 |
| Asha Mehta Cfa | Vice chair | $0 | $0 |
| Anadu Kenechukwu Cfa Caia | Director | $0 | $0 |
| Jennifer K Desisto Cfa Caia | Director | $0 | $0 |
| P Brian Enyeart Cfa | Director | $0 | $0 |
| Patrick C Gregory Cfa | Director | $0 | $0 |
| Tiffany Hu Cfa | Director | $0 | $0 |
| Wiliam D Krause Cfa | Director | $0 | $0 |
| Sri Krishnamurthy Cfa | Director | $0 | $0 |
| Bill Li Cfa Caia | Director | $0 | $0 |
| Allysen Mattison Cfa | Director | $0 | $0 |
| Kashif Siddiqui | Director | $0 | $0 |
| Heather M Young Cfa | Director | $0 | $0 |