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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 2020. Filed on December 8, 2020.

2 Financial Ctr Ste 1010 60 S St
Boston, Massachusetts 02111

CFA Society Boston Inc. (EIN: 23-7069432) has filed an IRS Form 990 between fiscal years 2016 and 2024. In its fiscal year 2020 IRS Form 990 filing, CFA Society Boston Inc., a 501(c)(6) business league, reported compensation for 3 out of 6 total employees. Among the employees shown here, the average compensation is $159,526. The highest compensated employee at CFA Society Boston Inc. is Jeanne Wolf with fiscal year 2020 compensation of $225,909. CFA Society Boston Inc. changed its name from Boston Security Analysts Society in 2018.

Revenue, expenses, and employee compensation

Revenue

$1,832,964

Expenses

$1,681,778

Employee compensation

$881,136
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Jeanne Wolf
Chief Executive Officer
$225,909
$215,751 No related comp$10,158
Stephanie Field
MNG Director, Learning and O
$148,641
$148,641 No related compNo other comp
George Dudley
Director of Marketing and Commun
$104,027
$104,027 No related compNo other comp

Benchmark Employee Compensation

Non-Employee Board Members

Andrew Z Tubman, Cfa
Director
Asha Mehta, Cfa
Director
Brent Bell, Cfa
Secretary
Christine Todd, Cfa
Director
Emery Trahancfa
Director
Erinn King, Cfa
Director
George Hoguet, Cfa
Director
Heather Young, Cfa
Treasurer
Hugh Crowther
Director
Jeff Augustine, Cfa
Director
Keon T Holmes, Cfa
Director
Lisa L Hessler
Chair, Education and Progr

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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