CFA Society Boston Inc's network
16 peoplei16 people on this map.The large node is the subject of this page. Solid lines are what the register itself records (16). Form 990 filings give names without a person identifier; SEC insider filings carry a CIK.The board
16 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.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 15 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 |
|---|---|---|---|
| Andrew Z Tubman CFA Chair | Immediate Past Chair | 2020 | 6 yrs |
| Asha Mehta CFA Chair | Chair | 2020 | 6 yrs |
| Tiffany HU CFA Chair | Chair, Education | 2024 | 2 yrs |
| Allysen Mattison CFA | Vice Chair | 2023 | 3 yrs |
| Bill LI CFA Caia | Director | 2022 | 4 yrs |
| Jeanne Wolf | Chief Executive Officer | 2018 | 8 yrs |
| Jennifer K Desisto CFA Caia | Director | 2021 | 5 yrs |
| Kashif Siddiqui | Treasurer | 2024 | 2 yrs |
| Kenechukwu Anadu CFA Caia | Director | 2023 | 3 yrs |
| Keon T Holmes CFA | Director | 2020 | 6 yrs |
| P Brian Enyeart CFA | Director | 2021 | 5 yrs |
| Patrick C Gregory CFA | Company secretary | 2021 | 5 yrs |
| Sarah N Samuels CFA Caia | Director | 2019 | 7 yrs |
| Sean D Fullerton | Director | 2025 | 1 yr |
| SRI Krishnamurthy CFA | Director | 2024 | 2 yrs |
| Wiliam D Krause CFA | Director | 2021 | 5 yrs |
Officers and senior leadership
6 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 |
|---|---|---|
| Caitlin Basler | Director of Member Technology and Engagement | 2024 |
| Garabed Sarkissian | Director of Education and Content | since 2021 |
| George Dudley | Dir. of Marketing & Communications | since 2018 |
| Renee Russo | Director of Marketing and Strategic Initiatives | since 2021 |
| Stephanie Field | MNG Director, Learning & Operations | since 2018 |
| Todd Fowler | Director of Education and Content | since 2024 |
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 |
|---|---|---|---|---|---|
| Jeanne Wolf | Chief Executive Officer | 40 | $285k | $37k | |
| Renee Russo | Chief Operating Officer | 40 | $200k | $37k | |
| Todd Fowler | Director of Education and Content | 40 | $121k | $420 | |
| Asha Mehta Cfa | Chair | 5 | $0 | ||
| Andrew Z Tubman Cfa | Immediate Past Chair | 5 | $0 | ||
| Kashif Siddiqui | Treasurer | 5 | $0 | ||
| Patrick C Gregory Cfa | Secretary | 5 | $0 | ||
| Tiffany Hu Cfa | Chair, Education | 5 | $0 | ||
| Allysen Mattison Cfa | Vice Chair | 5 | $0 | ||
| Sarah N Samuels Cfa Caia | Director | 2 | $0 | ||
| Keon T Holmes Cfa | Director | 2 | $0 | ||
| Kenechukwu Anadu Cfa Caia | Director | 2 | $0 | ||
| Jennifer K Desisto Cfa Caia | Director | 2 | $0 | ||
| P Brian Enyeart Cfa | Director | 2 | $0 | ||
| Wiliam D Krause Cfa | Director | 2 | $0 | ||
| Sri Krishnamurthy Cfa | Director | 2 | $0 | ||
| Bill Li Cfa Caia | Director | 2 | $0 | ||
| Sean D Fullerton | Director | 2 | $0 |
About
- Legal name
- Cfa Society Boston Inc
- EIN
- 237069432
- Address
- 101 Federal St Ste 502, Boston, MA, 02110-2040
- State
- Massachusetts
- Mission
- Cfa society boston members promote the highest ethical standards, best practices and professional development within the investment industry to educate and build trust in the community it serves. (as filed on the Form 990)
- IRS classification
- 501(c)06 (tax-exempt under section 501(c)(3) where shown)
- Size band
- 7 (IRS master file code)
- Formed
- 1946
- Principal officer
- Jeanne Wolf (as named on the Form 990)
- IRS ruling date
- 1 June 1970
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 8, latest 2025
Most connected
Longest observed on the filings
≥8years on the filingsJeanne Wolf
≥7years on the filingsSarah N Samuels CFA Caia
≥6years on the filingsAndrew Z Tubman CFA
≥6years on the filingsAsha Mehta CFA
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
- $6.7m
- Total liabilities
- $1.2m
- Net assets or fund balances
- $5.4m
- Contributions and grants received
- $975k
- Program service revenue
- $797k
- Employees
- 8
- Volunteers
- 200
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 |
|---|---|---|---|
| 2023 | $2m | $2.1m | Deficit $98k |
As filed on the IRS Form 990. US dollars.