CFA Institute
CFA Institute's network
14 people1 organisationi14 people and 1 organisation on this map.The large node is the subject of this page. Solid lines are what the register itself records (14). Violet dotted lines (3) 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
14 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 14 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 |
|---|---|---|---|
| Mark J Lazberger CFA Chair (also filed as Mark Lazberger CFA) | Bog Chair | 2018 | 8 yrs |
| Alexander Birkin | Board Member | 2019 | 7 yrs |
| Geoffrey NG CFA | Board Member | 2019 | 7 yrs |
| Heinz Hockmann PHD | Bog Vice Chair | 2022 | 4 yrs |
| Joanne Hill PHD | Board Member | 2022 | 4 yrs |
| Margaret Franklin CFA | Pres & CEO & Resrch FDN Bd Mem | 2021 | 5 yrs |
| Maria Wilton CFA | Board Member | 2018 | 8 yrs |
| Marshall Bailey CFA | Board Member | 2021 | 5 yrs |
| MEI GAO CFA | Board Member | 2023 | 3 yrs |
| Oyebanji Fehintola CFA | Board Member | 2023 | 3 yrs |
| Pamela Yang CFA | Board Member | 2024 | 2 yrs |
| Punita Kumar-Sinha CFA | Board Member | 2019 | 7 yrs |
| Tricia Rothschild CFA | Board Member | 2020 | 6 yrs |
| Yimei LI CFA | Board Member | 2021 | 5 yrs |
Officers and senior leadership
52 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 |
|---|---|---|
| Allison Holmes | Chief Fin & Risk Officer (Exit 8/21) | 2021 |
| Allison Holmes EFF 122019 | Chief Financial Officer | 2020 |
| Andrew Rome | Managing Director | since 2023 |
| Anne O'Brien | Chief of Staff | 2024 |
| Barbara Petitt | Managing Director | 2022 |
| Barbara Petitt Exit 22023 | Managing Director | 2023 |
| Bjorn Forfang | Managing Director | since 2018 |
| Bjorn Forfang Exit 42019 | Managing Director | 2020 |
| Carole Crawford End 72023 | Managing Director | 2024 |
| Carole Crawford Exit 72023 | Managing Director | 2023 |
| Chris Ainsworth | Managing Director | since 2018 |
| Chris Ainsworth Exit 62022 | Managing Director | 2023 |
| Chris Wiese | Senior Head, Learning Exp. & Assess. DSGN. | since 2022 |
| Darin Goodwiler | Managing Director | since 2018 |
| Diane Basile CFA | Chief Financial Officer | since 2018 |
| Elaine Cheng | Managing Director | since 2018 |
| Emily Dunbar | Managing Director | since 2018 |
| Emily Dunbar Exit 62020 | Managing Director | 2020 |
| Gary Baker | Managing Director (Exit 5/1/21) | since 2018 |
| Heidi Diedrich Exit 82022 | Senior Head, Global B2C | 2023 |
| Jeff Knighton | Interim CFO (Eff. 7/2019) | since 2019 |
| Jiali JUN | Senior Country Head, China | 2019 |
| John Bowman CFA | Managing Director(Exit 1/2018) | since 2018 |
| Joseph P Lange | Corporate secretary | since 2018 |
| Kurt N Schacht CFA | Senior Head Advocacy | since 2018 |
| Leilani Sanders Hall | Managing Director | since 2018 |
| Lutfey Siddiqi | Managing Dir. (Exit 8/2021) | 2022 |
| Martin Colburn | Managing Director | since 2021 |
| Mary Leung | Head Advocacy (Exit 8/2022) | since 2020 |
| Michael Collins | Managing Director | since 2018 |
| Michael Collins Exit 62022 | Managing Director | 2023 |
| Mike Peterson | Chief Techology Officer | since 2021 |
| Nick Pollard | Managing Director | since 2018 |
| Nitin Mehta CFA | Managing Dir. (Exit 12/2017) | 2018 |
| Paul Andrews | Managing Director | since 2022 |
| Paul Moody | Managing Director | since 2023 |
| PEG Jobst | Senior Head Exam Admin. Securi | since 2020 |
| PEG Jobst Exit 42022 | Managing Director | 2023 |
| Peter Mackey | Head, Credential. Exit 12/2017 | 2018 |
| Rahul Keshap | Head, Claritas - Exit 12/2018 | 2019 |
| Rob Gowen | Head, Prod. Sol.- Exit 11/2018 | 2019 |
| Rob Langrick | Senior Head Cfa Program | 2020 |
| Robert Lamy | Head, Pr. Analysis (Exit 6/17) | 2018 |
| Sandra Peters CFA | Senior Head, Fin. RPT Policy | since 2018 |
| Sheri Kelly | Managing Director | since 2023 |
| Sheri Lynn Littlefield | Chief Legal Officer | since 2018 |
| Stephen M Horan CFA | Managing Director (Exit 3/1/21) | since 2018 |
| Steven Hendry | Interim CFO (Effective 7/16/21) | since 2021 |
| Tony TAN | Head, Standards & Fin. Market | since 2018 |
| Tony TAN Exit 82021 | Head, Ethics, Standard Conduct | 2022 |
| Vito Lore | Senior Head, Strategy & Plan. | since 2023 |
| William Tohme | Senior Regional Head | 2021 |
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 |
|---|---|---|---|---|---|
| Margaret Franklin | Pres & CEO & Resrch FDN Bd Mem | 40 | $1.4m | $45k | |
| Martin Colburn End 92025 | Managing Director | 40 | $679k | $52k | |
| Steven Hendry | Chief Financial Officer | 40 | $632k | $71k | |
| Paul Moody | Managing Director | 40 | $621k | $41k | |
| Chris Wiese | Managing Director | 40 | $590k | $71k | |
| Sheri Kelly | Managing Director | 40 | $564k | $61k | |
| Andrew Rome | Managing Director | 40 | $523k | $61k | |
| Anne O'brien | Chief of Staff | 40 | $437k | $61k | |
| Sandy Peters | Senior Head, Fin. RPT Policy | 40 | $433k | $62k | |
| Tom Berry | Chief Marketing Officer | 40 | $407k | $52k | |
| Vito Lore | Senior Head, Strategy & Planning | 40 | $403k | $68k | |
| Doug Cohen | Senior Head Product Management | 40 | $401k | $68k | |
| Paul Andrews End 12025 | Managing Director | 40 | $398k | $61k | |
| Leilani Hall End 52024 | Senior Head, Codes and Stand | 40 | $318k | $20k | |
| Joe Lange | Corporate Secretary | 40 | $243k | $57k | |
| Kurt Schacht End 122022 | Senior Head Adv | 0 | $150k | ||
| Maria Wilton | Board Member | 1 | $14k | ||
| Heinz Hockmann | Bog Vice Chair | 1 | $0 | ||
| Marshall Bailey | Bog Chair | 1 | $0 | ||
| Jennifer Garbowicz | Board Member | 1 | $0 | ||
| Joanne Hill | Board Member | 1 | $0 | ||
| Lindsey Matthews | Board Member | 1 | $0 | ||
| Mei Gao | Board Member | 1 | $0 | ||
| Oyebanji Fehintola | Board Member | 1 | $0 | ||
| Pamela Yang | Board Member | 1 | $0 | ||
| Patricia Rothschild | Board Member | 1 | $0 | ||
| Ravi Gautham | Board Member | 1 | $0 | ||
| Vipin Mayar | Board Member | 1 | $0 | ||
| Yimei Li | Board Member | 1 | $0 |
About
- Legal name
- Cfa Institute
- EIN
- 541386480
- Address
- 915 E High St, Charlottesvle, VA, 22902-4868
- State
- Virginia
- Mission
- (as filed on the Form 990)
- IRS classification
- 501(c)06 (tax-exempt under section 501(c)(3) where shown)
- Size band
- 9 (IRS master file code)
- Formed
- 1986
- IRS ruling date
- 1 December 1986
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2024
Most connected
Related organisations (Schedule R)
Longest observed on the filings
≥8years on the filingsMark J Lazberger CFA
≥8years on the filingsMaria Wilton CFA
≥7years on the filingsAlexander Birkin
≥7years on the filingsGeoffrey NG CFA
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
- $1.04bn
- Total liabilities
- $310.7m
- Net assets or fund balances
- $727.5m
- Contributions and grants received
- $0
- Program service revenue
- $410.3m
- Grants and similar paid out
- $14.4m
- Employees
- 457
- Volunteers
- 4,160
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 | $462.9m | $298.4m | $164.5m |
As filed on the IRS Form 990. US dollars.
Grants paid
25+ listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| Cfa Society New York Inc | $460k | |
| Cfa Society Boston Inc | $264k | |
| Cfa Society Chicago | $249k | |
| Cfa Society San Francisco | $184k | |
| Cfa Society of Los Angeles Inc | $149k | |
| Cfa Society Philadelphia Inc | $133k | |
| Cfa Institute Research Foundation | $129k | |
| Cfa Society Washington DC | $117k | |
| Cfa Society of Dallas Fort Worth | $106k | |
| Cfa Society of Colorado | $102k | |
| Cfa Society Atlanta Inc | $101k | |
| North Carolina Society of Financial Analysts Inc Dba Cfa Society North Caro | $98k | |
| Cfa Society of Minnesota | $97k | |
| Cfa Society of Seattle | $91k | |
| Cfa Society of Saint Louis | $51k | |
| Cfa Society Baltimore Inc | $47k | |
| Cfa Society of Houston | $46k | |
| Cfa Society Orange County | $46k | |
| Cfa Society Hartford Inc | $45k | |
| Cfa Miami Inc | $45k | |
| Cfa Society of Milwaukee Inc | $44k | |
| Cfa Society San Diego Inc | $43k | |
| Cfa Society Kansas City | $43k | |
| Cfa Society Phoenix | $42k | |
| Cfa Society of Columbus | $41k |