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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 Chicago

CFA Society Chicago

Fiscal year ending 2023. Filed on March 28, 2024.

33 N Lasalle St 910
Chicago, Illinois 60602

CFA Society Chicago (EIN: 36-2595074) has filed an IRS Form 990 since fiscal year 2018. In its fiscal year 2023 IRS Form 990 filing, CFA Society Chicago, a 501(c)(6) business league, reported compensation for 3 out of 9 total employees. Among the employees shown here, the average compensation is $165,720. The highest compensated employee at CFA Society Chicago is Christopher Vincent with fiscal year 2023 compensation of $229,526.

Revenue, expenses, and employee compensation

Revenue

$2,113,433

Expenses

$1,773,026

Employee compensation

$840,755
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Christopher Vincent
Chief Executive Officer
$229,526
$201,927 No related comp$27,599
Joyolin Brown
Chief Operating Officer
$155,564
$132,441 No related comp$23,123
Paraj Patel
Director of Marketing/Communications
$112,069
$101,120 No related comp$10,949

Benchmark Employee Compensation

Non-Employee Board Members

Aaron Meder
Director
Blake Pontius
Director
Carla Taylor
Director
Catherine Drake
Vice Chair
Garret Glawe
Former Chair
James Boudreault
Director
Jennika Gold
Director
Jeremy Heer
Secretary and Treasurer
Katharine Wyatt
Director
Kweku Obed
Director
Mamadou-Abou Sarr
Director
Matthew Morris
Director

Mission Statement

CFA SOCIETY CHICAGO, THE WORLD'S FIRST INVESTMENT ANALYSTS' SOCIETY, IS COMMITTED TO WORKING WITH OUR MEMBERS AND THE INVESTMENT COMMUNITY TO ACHIEVE OUR MISSION THROUGH THREE ORGANIZATIONAL PILLARS: (1) DELIVER MEMBER VALUE: DELIVER INDUSTRY-LEADING EVENTS FOCUSED ON CONTINUING EDUCATION AND PROFESSIONAL DEVELOPMENT. OFFER A RANGE OF NETWORKING OPPORTUNITIES TO OUR MEMBERS. IMPLEMENT NEW TECHNOLOGY AND BUILD A DIGITAL CONTENT LIBRARY. (2) DEVELOP FUTURE PROFESSIONALS: MEASURE OUR ENGAGEMENT WITH TOP EMPLOYERS OF CFA CHARTERHOLDERS AND IMPROVE THESE SCORES OVER TIME. BUILD BRAND AWARENESS THROUGH MARKETING, SOCIAL MEDIA, AND PARTNERSHIPS. (3) BUILD MARKET INTEGRITY: SUPPORT FINANCIAL LITERACY IN OUR COMMUNITY THROUGH PARTNERSHIPS AND VOLUNTEER OPPORTUNITIES. BUILD RELATIONSHIPS WITH LOCAL UNIVERSITIES AND SUPPORT STUDENTS WHO ARE STUDYING FOR OR CONSIDERING THE CFA EXAMS. ENCOURAGE A DIVERSITY OF GENDER, RACE, AND THOUGHT.

Revisions to this organization profile

July 1, 2025:
2024 CFA Society Chicago 990 filed
March 28, 2024:
2023 CFA Society Chicago 990 filed
March 6, 2023:
2022 CFA Society Chicago 990 filed

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