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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 Boston Inc.

CFA Society Boston Inc.

Fiscal year ending 2024. Filed on March 10, 2025.

101 Federal Street Suite 502
Boston, Massachusetts 02110

CFA Society Boston Inc. (EIN: 23-7069432) has filed an IRS Form 990 between fiscal years 2016 and 2024. In its fiscal year 2024 IRS Form 990 filing, CFA Society Boston Inc., a 501(c)(6) business league, reported compensation for 4 out of 6 total employees. Among the employees shown here, the average compensation is $179,998. The highest compensated employee at CFA Society Boston Inc. is Jeanne Wolf with fiscal year 2024 compensation of $272,629. CFA Society Boston Inc. changed its name from Boston Security Analysts Society in 2018.

Revenue, expenses, and employee compensation

Revenue

$1,998,288

Expenses

$2,096,241

Employee compensation

$1,037,167
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Jeanne Wolf
Chief Executive Officer
$272,629
$244,321 No related comp$28,308
Renee Russo
Chief Operating Officer
$217,087
$189,463 No related comp$27,624
Caitlin Basler
Director of Member Technology and Engagement
$122,833
$103,745 No related comp$19,088
Todd Fowler
Director of Education and Content
$107,442
$107,030 No related comp$412

Benchmark Employee Compensation

Non-Employee Board Members

Allysen Mattison, Cfa
Director
Anadu Kenechukwu, Cfa, Caia
Director
Andrew Z Tubman, Cfa
Treasurer
Asha Mehta, Cfa
Vice Chair
Bill Li, Cfa, Caia
Director
Heather M Young, Cfa
Director
Jennifer K Desisto, Cfa, Caia
Director
Kashif Siddiqui
Director
Keon T Holmes, Cfa
Secretary
P Brian Enyeart, Cfa
Director
Patrick C Gregory, Cfa
Director
Sarah N Samuels, Cfa, Caia
Chair

Mission Statement

CFA SOCIETY BOSTON MEMBERS PROMOTE THE HIGHEST ETHICAL STANDARDS, BEST PRACTICES AND PROFESSIONAL DEVELOPMENT WITHIN THE INVESTMENT INDUSTRY TO EDUCATE AND BUILD TRUST IN THE COMMUNITY IT SERVES.

Revisions to this organization profile

March 10, 2025:
2024 CFA Society Boston Inc. 990 filed
March 20, 2024:
2023 CFA Society Boston Inc. 990 filed
February 13, 2023:
2022 CFA Society Boston Inc. 990 filed

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