Cfa Society Of Philadelphia Inc
EIN 236395738 · 501(c)(6) · Public charity · Philadelphia, PA · recognized 1955
- Assets
- $1.0M
- Revenue
- $629K
- Expenses
- $684K
- Investment income
- $25.4K
Form 990 fiscal year ended 06/30/2025
Investment managers
Advisory firms linked via Form 990 Part VII independent contractors.
No linked investment managers yet.
Highest-paid contractors
Form 990 Part VII-B, independent contractors paid over $100k.
None reported.
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| Peter Conners | Executive director | $191,323 | $0 |
| Aaron Filbeck | Programs committee chair | $0 | $0 |
| Andrew D'amico | Outreach committee chair | $0 | $0 |
| Beth Stone | Women's leadership initiative chair | $0 | $0 |
| Bill Hagan | Secretary | $0 | $0 |
| Brian Lauzon | Wealth management committe | $0 | $0 |
| Floyd Simpson | Immediate past president | $0 | $0 |
| Lara Coviello | Vice president, finance & audit committee | $0 | $0 |
| Leslie Theodosopoulos | Vice president | $0 | $0 |
| Melissa Novak | Governance committee co-chair | $0 | $0 |
| Michael Neely | Treasurer | $0 | $0 |
| Rich Jakotowicz | President | $0 | $0 |
| Robert Norton | Programs committee | $0 | $0 |
| Sean Heberling | Governance committee co-chair | $0 | $0 |