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Compensation 990 is an independent service that uses public IRS Form 990 filings as its source data. We clean and standardize this information, but the original filings may contain errors or omissions. Years on this site refer to the organization’s fiscal year end date on the filing.

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Organizations CFA Society Baltimore Inc.

CFA Society Baltimore Inc.

Fiscal year ending 2025. Filed on October 3, 2025.

Brown Advisory 901 S Bond St 400
Baltimore, Maryland 21231

CFA Society Baltimore Inc. (EIN: 52-0895933) has filed an IRS Form 990 between fiscal years 2016 and 2025. In its fiscal year 2025 IRS Form 990 filing, CFA Society Baltimore Inc., a 501(c)(6) business league, reported compensation for 1 employee. Among the employees shown here, the average compensation is $85,000. The highest compensated employee at CFA Society Baltimore Inc. is Robyn Osten with fiscal year 2025 compensation of $85,000. CFA Society Baltimore Inc. changed its name from Baltimore CFA Society Inc. in 2019.

Revenue, expenses, and employee compensation

Revenue

$228,519

Expenses

$238,163

Employee compensation

$99,140
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Robyn Osten
Executive Director
$85,000
$85,000 No related compNo other comp

Benchmark Employee Compensation

Non-Employee Board Members

Dave Donahoo
Board Member
Doug Williams
Board Member
Emily Wachtmeister
Treasurer
George von Zedlitz
Secretary
Kyle Lagratta
Board Member
Mark Adrusis
Board Member
Michael Medinger
Board Member
Michael Shaw
President
Nicholas Sheppard
Board Member
Noelle Savage
Vice President
Vincent Anderson
Board Member
Yingying Shao
Board Member

Mission Statement

THE CFA SOCIETY BALTIMORE, INC. WAS FOUNDED IN 1948. THE CFA SOCIETY BALTIMORE, INC. WAS ESTABLISHED TO PROVIDE THE FINANCIAL COMMUNITY WITH INFORMATION AND KNOWLEDGE, WHILE ADVOCATING ETHICAL CONDUCT WITH REGARD TO INVESTMENTS AND FINANCIAL MANAGEMENT. THE BALTIMORE CFA SOCIETY, INC. ALSO SEEKS TO ENCOURAGE AND AID THE EDUCATION OF PERSONS ENGAGED IN THE INVESTMENT PROFESSION, AND TO PROVIDE MEMBERS OF THE SOCIETY WITH OPPORTUNITIES TO EXCHANGE IDEAS AND INFORMATION AMONGST THEIR PEERS.

Revisions to this organization profile

October 3, 2025:
2025 CFA Society Baltimore Inc. 990 filed
October 8, 2024:
2024 CFA Society Baltimore Inc. 990 filed
January 19, 2024:
2023 CFA Society Baltimore Inc. 990 filed

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