AUMdb

Pistoia Alliance

EIN 264341868 · 501(c)(6) · Public charity · Wakefield, MA · recognized 2010

Assets
$3.2M
Revenue
$4.4M
Expenses
$3.9M
Investment income
$39.9K

Form 990 fiscal year ended 06/30/2024

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.

Contractor Services Compensation
Amplify Hr Management Llc Management services $131,687

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Rebecca Upton Phd President $339,169 $0
Lars Greiffenberg Director $0 $0
Ralph Haffner Director $0 $0
Christopher Waller Director $0 $0
Lauren Shields Director $0 $0
Kailash Swarma Director $0 $0
Sheila Elz Director $0 $0
Jane Lomax Director $0 $0
Richard Jones Director $0 $0
Sergio Rotstein Director $0 $0
Joe Donahue Director (from 7/2023) $0 $0
Mara Peccianti Director (from 7/2023) $0 $0
Shuba Chaudhari Director (from 7/2023) $0 $0
Anthony Rowe Director (from 7/2023) $0 $0
Anna Craig Director (from 7/2023) $0 $0
Paul Denny Gouldson Director (from 7/2023) $0 $0
Ashley George President advisor (thru 7/2023) $0 $0
Julie Huxley Jones Director (thru 7/2023) $0 $0
Julie Frearson Director (thru 7/2023) $0 $0
Mike Tarselli Director (thru 7/2023) $0 $0
Martin Erkens Director (thru 7/2023) $0 $0
Zena Sfeir Director (thru 7/2023) $0 $0
J Christian Baber Chief portfolio officer $0 $0
Errol Sandler Phd Secretary $0 $0
Steve Hollinshead Cfa Treasurer $0 $0