CFA Society New York Inc
Revenue
$4.7m
year to 31 August 2025
Expenses
$4.3m
year to 31 August 2025
Total assets
$23.7m
$12.2m liabilities
Net assets
$11.5m
assets less liabilities
Directors and trustees
14
3.4 years on average
Staff
18
252 volunteers
Left since last filing
0
no seats appear to have opened
Officers and senior staff
6
named in Part VII
CFA Society New York Inc's network
14 people2 organisationsi14 people and 2 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (14). Violet dotted lines (15) 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 12 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 |
|---|---|---|---|
| Thomas Brigandi CFA Chair | Chairman | 2023 | 3 yrs |
| Amelie Derosne CFA | Director | 2023 | 3 yrs |
| Andrew Auslander CFA FRM | Treasurer | 2023 | 3 yrs |
| Arthur Fliegelman CFA | Director | 2023 | 3 yrs |
| Caroline Busby CFA | Director | 2023 | 3 yrs |
| David Allen CFA | Vice Chairman | 2023 | 3 yrs |
| Deepika Sharma CFA | Former Director | 2023 | 3 yrs |
| Katrina Dudley CFA | Director | 2023 | 3 yrs |
| Kelly YE CFA | Director | 2023 | 3 yrs |
| Ken D'Souza CFA | Director | 2023 | 3 yrs |
| Marya Ann Savola CFA MBA | Company secretary | 2023 | 3 yrs |
| Paulina Rogawski TEP Crpc | Director | 2023 | 3 yrs |
| Sammy Suzuki CFA | Former Director | 2023 | 3 yrs |
| Sanjay Arora CFA CMA ACA | Director | 2023 | 3 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 |
|---|---|---|
| Arun Manansingh | CEO | 2023 |
| Christopher Bruzese | Director of Media Productions | 2023 |
| James Coppola | Director of Sponsorships and Partnerships | 2023 |
| James Skowrenski | Director of Marketing and Membership | 2023 |
| Lourdes Mortel | CFO | 2023 |
| Robert Rowan | Director of Cfany Asset Owner Series | 2023 |
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 |
|---|---|---|---|---|---|
| Arun Manansingh | Executive Director | 40 | $282k | $19k | |
| Lourdes Mortel | CFO | 40 | $157k | $25k | |
| Christopher Bruzese | Director of Media Productions | 40 | $131k | $9k | |
| James Coppola | Director of Sponsorships and Partnerships | 40 | $130k | $34k | |
| Dionne Downs | Director Events and Programming | 40 | $112k | $17k | |
| Robert Rowan | Director of Cfany Asset Owner Series | 40 | $103k | $31k | |
| Ken D'souza Cfa | Chair | 3 | $0 | ||
| Caroline Busby Cfa | Vice Chair | 3 | $0 | ||
| Marya Ann Savola Cfa MBA | Secretary | 3 | $0 | ||
| Mila Skulkina Cfa | Treasurer | 3 | $0 | ||
| David Allen Cfa | Director | 3 | $0 | ||
| Danielle Kloeblen Cfa MBA | Director | 3 | $0 | ||
| Thomas Brigandi Cfa | Director | 3 | $0 | ||
| Andrew Auslander Cfa FRM | Director | 3 | $0 | ||
| Paul Benjamin Cfa | Director | 3 | $0 | ||
| Arthur Fliegelman Cfa | Director | 3 | $0 | ||
| Leo Schmidt Cfa | Director | 3 | $0 | ||
| David Knutson Cfa FRM CMT | Director | 3 | $0 | ||
| Sanjay Arora Cfa Cma Aca | Former Director | 3 | $0 | ||
| Paulina Rogawski Tep CRPC | Former Director | 3 | $0 |
About
- Legal name
- Cfa Society New York Inc
- EIN
- 833591457
- Address
- 1540 Broadway Ste 1010, New York, NY, 10036-4083
- State
- New York
- Mission
- The mission of cfa society new york is to serve the needs of all members and investment professionals and to educate the investing public. (as filed on the Form 990)
- Activity (NTEE)
- S46 Community improvement and capacity building
- IRS classification
- 501(c)06 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Community Improvement & Capacity Building
- Size band
- 8 (IRS master file code)
- Formed
- 2019
- Principal officer
- Arun Manansingh (as named on the Form 990)
- IRS ruling date
- 1 November 2022
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 1, latest 2023
Most connected
Related organisations (Schedule R)
Longest observed on the filings
≥3years on the filingsThomas Brigandi CFA
≥3years on the filingsAmelie Derosne CFA
≥3years on the filingsAndrew Auslander CFA FRM
≥3years on the filingsArthur Fliegelman 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
- $23.7m
- Total liabilities
- $12.2m
- Net assets or fund balances
- $11.5m
- Contributions and grants received
- $0
- Program service revenue
- $3.5m
- Employees
- 18
- Volunteers
- 252
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 New York, 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: New York Department of State, active corporations (data.ny.gov n9v6-gdp6). Licence: New York open data terms of use. Data last fetched 18 October 2026.
- State
- New York
- Entity type
- Domestic Not-For-Profit Corporation
- Status
- Active
- Formed
- 9 January 2019
- Registered agent
- C T Corporation System (city and state not held)