CFA Society of Philadelphia Inc
CFA Society of Philadelphia Inc's network
13 people2 organisationsi13 people and 2 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (13). Violet dotted lines (2) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
13 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 13 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Aaron Filbeck Chair | Programs Committee Chair | 2023 | 3 yrs |
| Andrew D'Amico Chair | Outreach Committee Chair | 2018 | 8 yrs |
| Beth Stone Chair | Women's Leadership Initiative Chair | 2023 | 3 yrs |
| Bill Hagan | Company secretary | 2023 | 3 yrs |
| Brian Lauzon | Wealth Management Committe | 2018 | 8 yrs |
| Floyd Simpson | Immediate Past President | 2022 | 4 yrs |
| Lara Coviello | Vice President, Finance & Audit Committee | 2023 | 3 yrs |
| Leslie Theodosopoulos | Vice President | 2021 | 5 yrs |
| Melissa Novak | Governance Committee Co-Chair | 2018 | 8 yrs |
| Michael Neely | Treasurer | 2021 | 5 yrs |
| Rich Jakotowicz | President | 2018 | 8 yrs |
| Robert Norton | Programs Committee | 2018 | 8 yrs |
| Sean Heberling | Governance Committee Co-Chair | 2018 | 8 yrs |
Officers and senior leadership
1 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Peter M Conners | Executive Director | since 2018 |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Peter Conners | Executive Director | 40 | $191k | ||
| Aaron Filbeck | Programs Committee Chair | 1 | $0 | ||
| Andrew D'amico | Outreach Committee Chair | 1 | $0 | ||
| Beth Stone | Women's Leadership Initiative Chair | 1 | $0 | ||
| Bill Hagan | Secretary | 1 | $0 | ||
| Brian Lauzon | Wealth Management Committe | 1 | $0 | ||
| Floyd Simpson | Immediate Past President | 1 | $0 | ||
| Lara Coviello | Vice President, Finance & Audit Committee | 1 | $0 | ||
| Leslie Theodosopoulos | Vice President | 1 | $0 | ||
| Melissa Novak | Governance Committee Co-Chair | 1 | $0 | ||
| Michael Neely | Treasurer | 1 | $0 | ||
| Rich Jakotowicz | President | 1 | $0 | ||
| Robert Norton | Programs Committee | 1 | $0 | ||
| Sean Heberling | Governance Committee Co-Chair | 1 | $0 |
About
- Legal name
- Cfa Society of Philadelphia Inc
- EIN
- 236395738
- Address
- 100 North 20th Street 4th FL, Philadelphia, PA, 19103-1560
- State
- Pennsylvania
- Mission
- To lead a preeminent community of investment and finance professionals who promote the highest standards of ethics, education and professional excellence. (as filed on the Form 990)
- IRS classification
- 501(c)06 (tax-exempt under section 501(c)(3) where shown)
- Size band
- 6 (IRS master file code)
- Formed
- 1943
- Principal officer
- Peter M Conners (as named on the Form 990)
- IRS ruling date
- 1 September 1955
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2025
Most connected
Longest observed on the filings
≥8years on the filingsAndrew D'Amico
≥8years on the filingsBrian Lauzon
≥8years on the filingsMelissa Novak
≥8years on the filingsRich Jakotowicz
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $1m
- Total liabilities
- $269k
- Net assets or fund balances
- $755k
- Contributions and grants received
- $354k
- Program service revenue
- $250k
- Employees
- 2
- Volunteers
- 13
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $629k | $684k | Deficit $55k |
As filed on the IRS Form 990. US dollars.
State registration
1 entityiBusiness-entity registers published by US states. These records are matched to this organisation by name and state, not by EIN, and are labelled as likely matches. Street addresses are not shown.Cfa Society of Philadelphia, Inc. likely matchiMatched by exact name and state (and ZIP where shown). State registers do not publish EINs, so this is not a confirmed match. Source: Pennsylvania Department of State, business entities (data.pa.gov xvd7-5r2c). Licence: public domain. Data last fetched 18 October 2026.
- State
- Pennsylvania
- Entity type
- Domestic Nonprofit Corporation
- Status
- Active
- Formed
- 21 April 1970
- Registered agent
- Not stated
Officers (6)
- Bill Hagan Secretary
- Lara Coviello Vice President
- Leslie Theodosopoulos Vice President
- Michael Neely Treasurer
- Peter Conners Governor
- Richard Jakotowicz President
City and state of officers are not held in this extract.