AUMdb

Money Management

EIN 522032530 · 501(c)(6) · Public charity · New York, NY · recognized 1998

Assets
$13.8M
Revenue
$6.4M
Expenses
$5.6M
Investment income
$34.6K

Form 990 fiscal year ended 12/31/2024

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
Craig Pfeiffer President $662,719 $31,547
Joan Lensing Svp chief programming officer $315,050 $16,313
Arlen Oransky Svp chief membership officer $307,268 $16,053
Tim Williams Svp director of education $261,417 $13,453
Kelly Caporale Svp chief membership officer $194,853 $7,885
Samantha Greenstein Svp, director of member engagement $147,031 $8,464
Josephine Orsini Hco $135,359 $7,243
Sandra Sowah Fvp, learn. exp. design and platform mngr. $132,399 $5,948
Anthony Rollo Director of operations & admin. $124,567 $11,033
Roger Paradiso Member $0 $0
Robert Pettman Member - termed 4/30/24 $0 $0
Robert Kendall Member $0 $0
Peter Hill Member $0 $0
Patricia Loepker Member $0 $0
Mike Serchen Member $0 $0
Maureen Bromwell Member - termed 7/1/24 $0 $0
Matthew Huss Member $0 $0
Matthew Goulet Member $0 $0
Amos Robinson Member $0 $0
Ron Pruitt Member $0 $0
Ryan Robertson Member $0 $0
Sarah Bauer Member $0 $0
Scott Kilgallen Member $0 $0
Steve Carl Steve carl $0 $0
Steve Houston Member $0 $0
Suzanne Casey Member $0 $0
Tim Kresl Member $0 $0
Tom Morelli Member - termed 2/29/24 $0 $0
Troy Thornton Member $0 $0
Anne Steer Chair $0 $0
Annie Brown Member $0 $0
Brad Jung Member $0 $0
Brendan Clark Chair elect $0 $0
Brian Schappert Member $0 $0
Cheri Belski Member $0 $0
David Chorba Member $0 $0
David Giffen Member $0 $0
Eric Koestner Chair emeritus $0 $0
Jaime Magyera Member $0 $0
James Devaney Treasurer $0 $0
James Haddon Member $0 $0
Jan Health Member - termed 8/1/24 $0 $0
Jay Link Member $0 $0
Jill Brown Secretary $0 $0
John Drahzal Member - termed 4/30/24 $0 $0
John Mcdonough Member $0 $0
John Moninger Member $0 $0
Jonathan Linstra Member - termed 4/30/24 $0 $0
Kara Grehan Member $0 $0
Kara Julian Member $0 $0
Karl Roessner Member $0 $0
Keith Glenfield Member - termed 4/3/24 $0 $0
Kyle Thompson Member $0 $0
Mark Connolly Member $0 $0
Matt Coldren Member $0 $0
Matthew Caulfield Member $0 $0