CFA Institute
Fiscal year ending 2024. Filed on June 9, 2025.
915 East High Street
3004 Oxbow Court
Charlottesville, Virginia 22902
CFA Institute (EIN: 54-1386480) has filed an IRS Form 990 since at least fiscal year 2016. In its fiscal year 2024 IRS Form 990 filing, CFA Institute, a 501(c)(6) business league, reported compensation for 17 out of 468 total employees. Among the employees shown here, the average compensation is $596,430. The highest compensated employee at CFA Institute is Margaret Franklin, Cfa with fiscal year 2024 compensation of $1,456,005.
Revenue, expenses, and employee compensation
Revenue
$462,891,998
Expenses
$298,355,244
Employee compensation
$108,198,875
Reported Compensated Employees
＋11.5%vs 2023
Margaret Franklin, Cfa
PRES and CEO and Resrch FDN BD MEM
$1,456,005
$1,413,115 from orgNo related comp$42,890 other
New in 2024
Nick Pollard End 92023
Managing Director
$738,627
$683,963 from orgNo related comp$54,664 other
＋4.0%vs 2023
Martin Colburn
Managing Director
$651,536
$602,690 from orgNo related comp$48,846 other
＋8.9%vs 2023
Steven Hendry
Chief Financial Officer
$650,416
$583,742 from orgNo related comp$66,674 other
＋2.7%vs 2023
Sheri Kelly
Managing Director
$634,462
$576,830 from orgNo related comp$57,632 other
－0.3%vs 2023
Paul Andrews
Managing Director
$604,790
$547,094 from orgNo related comp$57,696 other
＋13.8%vs 2023
Chris Wiese
Managing Director
$604,411
$537,939 from orgNo related comp$66,472 other
＋57.8%vs 2023
Kurt Schacht Cfa End 122022
Senior HEAD ADV
$574,941
$557,825 from orgNo related comp$17,116 other
＋20.9%vs 2023
Paul Moody
Managing Director
$564,186
$560,819 from orgNo related comp$3,367 other
＋9.3%vs 2023
Carole Crawford End 72023
Managing Director
$561,457
$516,628 from orgNo related comp$44,829 other
＋35.0%vs 2023
Andrew Rome
Managing Director
$538,666
$480,693 from orgNo related comp$57,973 other
＋1.4%vs 2023
Mike Peterson
Chief Technology Officer
$471,184
$412,301 from orgNo related comp$58,883 other
Non-Employee Board Members
New in 2024
Punita Kumar-Sinha, Cfa
Board Member
$8,295
$8,295 from orgNo related compNo other comp
New in 2024
Geoffrey Ng, Cfa
Board Member
$7,561
$7,561 from orgNo related compNo other comp
Joanne Hill, Ph.D.
Board Member
No compensation reported
Maria Wilton, Cfa
Board Member
No compensation reported
Alexander Birkin
Board Member
No compensation reported
Yimei Li, Cfa
Board Member
No compensation reported
Oyebanji Fehintola, Cfa
Board Member
No compensation reported
Mark Lazberger, Cfa
BOG Chair
No compensation reported
Marshall Bailey, Cfa
Board Member
No compensation reported
Mei Gao, Cfa
Board Member
No compensation reported
Heinz Hockmann, Ph.D.
BOG VICE Chair
No compensation reported
Tricia Rothschild, Cfa
Board Member
No compensation reported
Contractors
Mission Statement
SEE STATEMENT O
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Revisions to this organization profile
June 9, 2025:
2024 CFA Institute 990 filed
June 25, 2024:
2023 CFA Institute 990 filed
June 28, 2023:
2022 CFA Institute 990 filed
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