Cfa Society Of Nc
EIN 561824044 · 501(c)(6) · Public charity · Raleigh, NC · recognized 1999
- Assets
- $768K
- Revenue
- $360K
- Expenses
- $394K
- Investment income
- $11.9K
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.
None reported.
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| Sheri Gillette | Executive director | $102,750 | $0 |
| Matthew K Underwood | President | $0 | $0 |
| Sumali Sanyal | Vice president | $0 | $0 |
| Lauretta Reeves | Secretary | $0 | $0 |
| Casey Baum | Treasurer | $0 | $0 |
| Jake Liu | Director | $0 | $0 |
| Lisa Weiss | Director | $0 | $0 |
| Michael Hakerem | Director | $0 | $0 |
| Robert Lamy | Director | $0 | $0 |
| Erik Keener | Director | $0 | $0 |
| Sam Kirby | Director | $0 | $0 |
| Brittany Priester | Past president | $0 | $0 |
| Nirup Sahoo | Director | $0 | $0 |