CFA Society of Chicago
CFA Society of Chicago's network
16 people5 organisationsi16 people and 5 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (16). Violet dotted lines (5) 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
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 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 16 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 |
|---|---|---|---|
| James Boudreault Chair | Chair | 2023 | 3 yrs |
| Jeremy Heer Chair | Immediate Past Chair | 2021 | 5 yrs |
| Aaron Meder | Director | 2021 | 5 yrs |
| Benjamin Johnson | Director | 2024 | 2 yrs |
| Carla Norfleet-Taylor | Secretary/Treasurer | 2024 | 2 yrs |
| Derik Coffey | Director | 2025 | 1 yr |
| Erika Maschmeyer | Director | 2024 | 2 yrs |
| Janelle Woodward | Director | 2025 | 1 yr |
| Matthew Morris | Director | 2023 | 3 yrs |
| Melissa Beth Binder | Director | 2025 | 1 yr |
| Nancy Aversa | Director | 2025 | 1 yr |
| Nicholas Vassilos | Director | 2025 | 1 yr |
| Paula Horn | Director | 2025 | 1 yr |
| Peeyush Shukla | Vice Chair | 2023 | 3 yrs |
| Robert Francis Behan | Director | 2025 | 1 yr |
| Sheri Hawkins | Director | 2023 | 3 yrs |
Officers and senior leadership
10 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 |
|---|---|---|
| Christopher Vincent | President and CEO | since 2020 |
| Joyolin Brown | COO | since 2023 |
| Kathleen Hurley | Dir of Programming/Sponsorships | since 2024 |
| Kimberly Augustyn | Director of Programs and Sponsorship | since 2019 |
| Nicole Harris | Senior Director of Operations and Outreach | since 2020 |
| Paraj Patel | Director of Marketing and Communications | since 2019 |
| Pari Patel | Director of Marketing and Communications | 2020 |
| Rosemary Sprovieri | Director of Finance | 2024 |
| Shannon Curley | CEO Through 11/1/19 | since 2018 |
| Suzanne Karpick | Managing Director, Finance and Administration | since 2024 |
Pay and hours
year to 31 August 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 |
|---|---|---|---|---|---|
| Christopher Vincent | President and CEO | 40 | $209k | $31k | |
| Kathleen Hurley | Dir of Programming/Sponsor | 40 | $116k | $27k | |
| Suzanne Karpick | Managing Director, Finance and Administration | 40 | $59k | $11k | |
| Jeremy Heer | Immediate Past Chair | 1 | $0 | ||
| James Boudreault | Chair | 1 | $0 | ||
| Peeyush Shukla | Vice Chair | 1 | $0 | ||
| Carla Norfleet-Taylor | Secretary/Treasurer | 0.5 | $0 | ||
| Robert Francis Behan | Director | 0.5 | $0 | ||
| Melissa Beth Binder | Director | 0.5 | $0 | ||
| Sheri Hawkins | Director | 0.5 | $0 | ||
| Matthew Morris | Director | 0.5 | $0 | ||
| Nicholas Vassilos | Director | 0.5 | $0 | ||
| Nancy Aversa | Director | 0.5 | $0 | ||
| Aaron Meder | Director | 0.5 | $0 | ||
| Derik Coffey | Director | 0.5 | $0 | ||
| Benjamin Johnson | Director | 0.5 | $0 | ||
| Erika Maschmeyer | Director | 0.5 | $0 | ||
| Janelle Woodward | Director | 0.5 | $0 | ||
| Paula Horn | Director | 0.5 | $0 |
About
- Legal name
- Cfa Society of Chicago
- EIN
- 362595074
- Address
- 33 N Lasalle St 910, Chicago, IL, 60602
- State
- Illinois
- Mission
- Cfa society chicago, the world's first investment analysts' society, is committed to working with our members and the investment community to achieve our mission through three organizational pillars: (1) deliver member value: deliver industry-leading events focused on continuing education and professional development. Offer a range of networking opportunities to our members. Implement new... (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
- 1965
- Principal officer
- Christopher Vincent (as named on the Form 990)
- IRS ruling date
- 1 April 1967
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 8, latest 2025
Most connected
Longest observed on the filings
≥5years on the filingsJeremy Heer
≥5years on the filingsAaron Meder
≥3years on the filingsJames Boudreault
≥3years on the filingsMatthew Morris
Latest return
year to 31 August 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 August 2025. US dollars, as filed.- Total assets
- $3m
- Total liabilities
- $1.6m
- Net assets or fund balances
- $1.3m
- Contributions and grants received
- $584k
- Program service revenue
- $916k
- Employees
- 9
- Volunteers
- 150
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 | $1.6m | $1.9m | Deficit $320k |
As filed on the IRS Form 990. US dollars.