AUMdb

Financial Services Forum

EIN 522241644 · 501(c)(6) · Public charity · Washington, DC · recognized 2001

Assets
$8.6M
Revenue
$27.4M
Expenses
$28.9M
Investment income
$0

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.

Contractor Services Compensation
Penta Group Llc Advertising $15,623,241
Hilltop Public Solutions Llc Consulting $1,855,261
Compass Lexecon Consulting $1,720,656
Debevoise & Plimpton Llp Consulting $930,000
Fgs Global (Us) Llc Dba Fgh Holdings Llc Consulting $533,373

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Kevin Fromer President & ceo $2,399,851 $20,023
Sean Campbell Exec vp, dir of policy & research $756,546 $57,449
Tiffany Haas Vp, gov't & industry relations $671,613 $41,686
Barbara Hagenbaugh Exec vp, head of communications $615,451 $55,726
Chip Bartlett Vp, gov't affairs $411,415 $45,341
Kaitlyn Brooke Secretary and treasurer $182,080 $44,731
Spencer Katterhagen Manager, gov affairs $130,201 $14,452
Brigid Richelieu Sr. manager, communications $129,289 $471
Brian Moynihan Member $0 $0
Charlie Scharf Member $0 $0
David Solomon Member $0 $0
Jamie Dimon Member $0 $0
Jane Fraser Member/vice chair $0 $0
Robin Vince Member $0 $0
Ronald O'hanley Member/chairman $0 $0
Ted Pick Member $0 $0