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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 Community Improvement & Capacity Building Chartered Alternative Investment Analyst Association Inc.

Chartered Alternative Investment Analyst Association Inc.

Fiscal year ending 2016. Filed on November 15, 2017.

100 University Drive
Amherst, Massachusetts 01002

Chartered Alternative Investment Analyst Association Inc. (EIN: 37-1428113), also known as Caia, has filed an IRS Form 990 since at least fiscal year 2016. In its fiscal year 2016 IRS Form 990 filing, Chartered Alternative Investment Analyst Association Inc., a 501(c)(6) business league, reported compensation for 11 out of 39 total employees. Among the employees shown here, the average compensation is $195,702. The highest compensated employee at Chartered Alternative Investment Analyst Association Inc. is William J Kelly with fiscal year 2016 compensation of $437,241.

Revenue, expenses, and employee compensation

Revenue

$10,132,906

Expenses

$9,977,639

Employee compensation

$4,112,984
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

William J Kelly
President and Chief Executive Officer
$437,241
$419,935 No related comp$17,306
Keith Black
Managing Director Curriculum and Exams
$237,010
$213,472 No related comp$23,538
Millissa Allen
Director Business Development, Americas
$215,314
$192,765 No related comp$22,549
Hossein Kazemi
Senior Advisor, CAIA Program Director
$196,241
$188,162 No related comp$8,079
Kristaps Licis
SR Assoc. Director of EXAM
$173,920
$154,369 No related comp$19,551
Nelson Lacey
Director of Exams
$169,595
$164,925 No related comp$4,670
Deborah McLean
Managing Director of External Relations
$164,897
$159,225 No related comp$5,672
Ruth Carolan
Managing Director Internal Operations
$160,035
$140,633 No related comp$19,402
David Belliveau
IT Director
$155,415
$135,308 No related comp$20,107
Cynthia Cote
Controller and Assistant Treasurer
$132,371
$112,367 No related comp$20,004
Sarah Auerbach
Director CMR
$110,678
$102,889 No related comp$7,789

Benchmark Employee Compensation

Non-Employee Board Members

Alexander Ineichen
Director
Andrew Baker
Director
Jack Inglis
Director
Jane Buchan
Director
Mark Jp Anson
Director
Melissa J, Ma
Director
Robert de Rito
Director
Simon Ruddick
Director
Thomas Schneeweis
Director

Contractors

Ncs Pearson
Book Publisher
$697,029
20twenty Strategic Consulting Inc
Contract-Consultant/Netforum
$399,478
Institutional Investor Journals
Publisher
$295,000
Ignite Payments LLC
Merchant
$219,276
Adp Total Source
Contract-Payroll
$137,724

Mission Statement

THE CHARTERED ALTERNATIVE INVESTMENT ANALYST ASSOCIATION, INC. (CAIA) IS A GLOBAL PROFESSIONAL CREDENTIALING BODY DEDICATED TO CREATING GREATER ALIGNMENT, TRANSPARENCY, AND KNOWLEDGE FOR ALL INVESTORS, WITH A SPECIFIC EMPHASIS ON ALTERNATIVE INVESTMENTS. A MEMBER-DRIVEN ORGANIZATION REPRESENTING PROFESSIONALS IN MORE THAN 95 COUNTRIES, CAIA ASSOCIATION ADVOCATES FOR THE HIGHEST ETHICAL STANDARDS. ESTABLISH THE CHARTERED ALTERNATIVE INVESTMENT ANALYST DESIGNATION AS AN EDUCATIONAL STANDARD IN THE INVESTMENT INDUSTRY, PROVIDE MEMBERS WITH COMPREHENSIVE KNOWLEDGE OF ALTERNATIVE INVESTMENTS, ADVOCATE HIGH STANDARDS OF PROFESSIONAL CONDUCT, PROMOTE PROFESSIONAL DEVELOPMENT THROUGH ONGOING EDUCATION, FACILITATE COMMUNICATION AMONG INDUSTRY PROFESSIONALS.

Revisions to this organization profile

October 24, 2025:
2024 Chartered Alternative Investment Analyst Association Inc. 990 filed
November 1, 2024:
2023 Chartered Alternative Investment Analyst Association Inc. 990 filed
November 15, 2023:
2022 Chartered Alternative Investment Analyst Association Inc. 990 filed

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