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Organizations The Money Management Institute

The Money Management Institute

Fiscal year ending 2024. Filed on September 17, 2025.

1410 Broadway Suite 2601
New York, New York 10018

The Money Management Institute (EIN: 52-2032530) has filed an IRS Form 990 since at least fiscal year 2016. In its fiscal year 2024 IRS Form 990 filing, The Money Management Institute, a 501(c)(6) business league, reported compensation for 9 out of 22 total employees. Among the employees shown here, the average compensation is $266,511. The highest compensated employee at The Money Management Institute is Craig Pfeiffer with fiscal year 2024 compensation of $694,266.

Revenue, expenses, and employee compensation

Revenue

$6,449,779

Expenses

$5,583,433

Employee compensation

$3,340,760
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Craig Pfeiffer
President
$694,266
$662,719 No related comp$31,547
Joan Lensing
Senior Vice President Chief Programming Officer
$331,363
$315,050 No related comp$16,313
Arlen Oransky
Senior Vice President Chief Membership Officer
$323,321
$307,268 No related comp$16,053
Tim Williams
Senior Vice President Director of Education
$274,870
$261,417 No related comp$13,453
Kelly Caporale
Senior Vice President Chief Membership Officer
$202,738
$194,853 No related comp$7,885
Samantha Greenstein
Senior Vice President, Director of Member Engagement
$155,495
$147,031 No related comp$8,464
Josephine Orsini
HCO
$142,602
$135,359 No related comp$7,243
Sandra Sowah
FVP, Learn. EXP Design and Platform MNGR
$138,347
$132,399 No related comp$5,948
Anthony Rollo
Director of Operations and Admin.
$135,600
$124,567 No related comp$11,033

Benchmark Employee Compensation

Non-Employee Board Members

Amos Robinson
Member
Anne Steer
Chair
Annie Brown
Member
Brad Jung
Member
Brendan Clark
Chair-Elect
Brian Schappert
Member
Cheri Belski
Member
David Chorba
Member
David Giffen
Member
Eric Koestner
Chair Emeritus
Jaime Magyera
Member
James Devaney
Treasurer

Mission Statement

MMI IS THE LEADING VOICE FOR THE GLOBAL FINANCIAL SERVICES ORGANIZATIONS THAT PROVIDE INVESTMENT ADVISORY SOLUTIONS WITH PROGRAMS FOCUSED ON MEMBER INTERACTION, PROFESSIONAL DEVELOPMENT, NEXT-GENERATION INITIATIVES, THOUGHT LEADERSHIP AND ADVOCACY.

Revisions to this organization profile

September 17, 2025:
2024 The Money Management Institute 990 filed
October 28, 2024:
2023 The Money Management Institute 990 filed
November 7, 2023:
2022 The Money Management Institute 990 filed

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