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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 Philadelphia Inc.

CFA Society Philadelphia Inc.

Fiscal year ending 2025. Filed on December 23, 2025.

1900 Market Street 8th Floor
Philadelphia, Pennsylvania 19103

CFA Society Philadelphia Inc. (EIN: 23-6395738) has filed an IRS Form 990 between fiscal years 2016 and 2025. In its fiscal year 2025 IRS Form 990 filing, CFA Society Philadelphia Inc., a 501(c)(6) business league, reported compensation for 1 out of 2 total employees. Among the employees shown here, the average compensation is $191,323. The highest compensated employee at CFA Society Philadelphia Inc. is Peter Conners with fiscal year 2025 compensation of $191,323.

Revenue, expenses, and employee compensation

Revenue

$629,370

Expenses

$683,878

Employee compensation

$290,888
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Peter Conners
Executive Director
$191,323
$191,323 No related compNo other comp

Benchmark Employee Compensation

Non-Employee Board Members

Aaron Filbeck
Programs Committee Chair
Andrew D'Amico
Outreach Committee Chair
Beth Stone
Women'S Leadership Initiative Chair
Bill Hagan
Secretary
Brian Lauzon
Wealth Management Committe
Floyd Simpson
Former President
Lara Coviello
Vice President Finance and Audit Committee
Leslie Theodosopoulos
Vice President
Melissa Novak
Governance Committee Co-Chair
Michael Neely
Treasurer
Rich Jakotowicz
President
Robert Norton
Programs Committee

Mission Statement

TO LEAD A PREEMINENT COMMUNITY OF INVESTMENT AND FINANCE PROFESSIONALS WHO PROMOTE THE HIGHEST STANDARDS OF ETHICS, EDUCATION AND PROFESSIONAL EXCELLENCE.

Revisions to this organization profile

December 23, 2025:
2025 CFA Society Philadelphia Inc. 990 filed
May 13, 2024:
2023 CFA Society Philadelphia Inc. 990 filed
March 31, 2023:
2022 CFA Society Philadelphia Inc. 990 filed

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