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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 of Cincinnati Inc.

CFA Society of Cincinnati Inc.

Fiscal year ending 2024. Filed on November 13, 2024.

4010 Executive Park Drive Suite 100
Cincinnati, Ohio 45241

CFA Society of Cincinnati Inc. (EIN: 23-7094427) has filed an IRS Form 990 since fiscal year 2017. In its fiscal year 2024 IRS Form 990 filing, CFA Society of Cincinnati Inc., a 501(c)(6) business league, reported compensation for 11 employees. Among the employees shown here, the average compensation is $0.

Revenue, expenses, and employee compensation

Revenue

$138,551

Expenses

$148,096

Employee compensation

—
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Nathan Bailey, Cfa
Treasurer
$0
Soniya Shah
Global Research
$0
Eric Pettway, Cfa
President
$0
Keith Rennekamp, Cfa
Vice President
$0
Marc Dizard
Membership Value
$0
Casey Jones
Mentorship
$0
Michael Aluise, Cfa
Programming
$0
Carey Kruer, Cfa
Executive Director
$0
Matthew Yung, Cfa
Advocacy and Strategic
$0
Ted Parchman
Secretary
$0
Curtis Bailey, Cfa
Education
$0

Benchmark Employee Compensation

Mission Statement

CFA SOCIETY CINCINNATI IS AN ASSOCIATION OF LOCAL INVESTMENT PROFESSIONALS, CONSISTING OF PORTFOLIO MANAGERS, SECURITY ANALYSTS, INVESTMENT ADVISORS, AND OTHER FINANCIAL PROFESSIONALS. WE PROMOTE ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE INVESTMENT INDUSTRY, COLLABORATE WITH LOCAL UNIVERSITIES IN ORGANIZING AND HOSTING THE GLOBAL RESEARCH CHALLENGE, ENCOURAGE PROFESSIONAL DEVELOPMENT THROUGH THE CFA PROGRAM AND CONTINUING EDUCATION, FACILITATE THE EXCHANGE OF INFORMATION AND OPINIONS AMONG PEOPLE WITHIN THE LOCAL INVESTMENT COMMUNITY AND BEYOND, AND WORK TO FURTHER THE PUBLIC'S UNDERSTANDING OF THE CFA DESIGNATION AND INVESTMENT INDUSTRY.

Revisions to this organization profile

December 11, 2025:
2025 CFA Society of Cincinnati Inc. 990 filed
November 13, 2024:
2024 CFA Society of Cincinnati Inc. 990 filed
October 23, 2023:
2023 CFA Society of Cincinnati Inc. 990 filed

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