AUMdb

Cfa Society San Francisco

EIN 946078576 · 501(c)(6) · Public charity · San Francisco, CA · recognized 1968

Assets
$1.3M
Revenue
$979K
Expenses
$1.1M
Investment income
$37.4K

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
Anne O'brien Ceo $252,136 $44,862
Eric Geedey Managing director $122,121 $21,061
John Jordan Past president $0 $0
Anjie Pena President $0 $0
John Ailanjian Treasurer $0 $0
Kurt Braitberg Secretary $0 $0
Sami Mesrour Vice president $0 $0
Raj Manghani Director $0 $0
Hui Chien Chang Director $0 $0
Desmond Fang Director $0 $0
Jeffery Hamrick Director $0 $0
Julie Barry Director $0 $0
Carolyn Margiotti Director $0 $0
Margaret Reid Director $0 $0
Mike Trovatio Director $0 $0
Mario Valente Director $0 $0