CFA Society SAN Francisco
CFA Society SAN Francisco's network
12 peoplei12 people on this map.The large node is the subject of this page. Solid lines are what the register itself records (12). Form 990 filings give names without a person identifier; SEC insider filings carry a CIK.The board
12 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 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 |
|---|---|---|---|
| Anjie Pena CFA (also filed as Anjie Pena, Anjie Pena) | Past President | 2023 | 3 yrs |
| Carolyn Margiotti CFA (also filed as Carolyn Margiotti) | Director | 2024 | 2 yrs |
| Desmond Fang CFA (also filed as Desmond Fang, Desmond Fang) | Director | 2021 | 5 yrs |
| HUI-Chien Chang CFA (also filed as HUI-Chien Chang, Hui-Chien Chang) | Director | 2022 | 4 yrs |
| John Ailanjian CFA (also filed as John Ailanjian, John Ailanjian) | Vice President | 2021 | 5 yrs |
| Julie Barry CFA (also filed as Julie Barry, Julie Barry) | Company secretary | 2021 | 5 yrs |
| Kurt Braitberg CFA Caia | Treasurer | 2025 | 1 yr |
| Margaret Reid CFA (also filed as Margaret Reid, Margaret Reid) | Director | 2019 | 7 yrs |
| Mario Valente CFA (also filed as Mario Valente) | Director | 2024 | 2 yrs |
| Mike Trovato CFA | Director | 2025 | 1 yr |
| RAJ Manghani CFA (also filed as RAJ Manghani) | Director | 2024 | 2 yrs |
| Sami Mesrour CFA (also filed as Sami Mesrour, Sami Mesrour) | President | 2019 | 7 yrs |
Officers and senior leadership
2 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 |
|---|---|---|
| Anne O'Brien | Executive Director | since 2018 |
| Eric Geedey | Managing Director | since 2022 |
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 |
|---|---|---|---|---|---|
| Anne O'brien | CEO, End 10/24 | 40 | $223k | $43k | |
| Eric Geedey | CEO, Start 10/24 | 40 | $139k | $27k | |
| Sami Mesrour Cfa | President | 2 | $0 | ||
| John Ailanjian Cfa | Vice President | 1 | $0 | ||
| Anjie Pena Cfa | Past President | 2 | $0 | ||
| Kurt Braitberg Cfa Caia | Treasurer | 2 | $0 | ||
| Julie Barry Cfa | Secretary | 1 | $0 | ||
| Carolyn Margiotti Cfa | Director | 1 | $0 | ||
| Desmond Fang Cfa | Director | 1 | $0 | ||
| Hui-Chien Chang Cfa | Director | 1 | $0 | ||
| Margaret Reid Cfa | Director | 1 | $0 | ||
| Mario Valente Cfa | Director | 1 | $0 | ||
| Mike Trovato Cfa | Director | 1 | $0 | ||
| Raj Manghani Cfa | Director | 1 | $0 |
About
- Legal name
- Cfa Society San Francisco
- EIN
- 946078576
- Address
- 315 Montgomery St FL 9, San Francisco, CA, 94104-1858
- State
- California
- Mission
- Cfa society san francisco's mission is to advance bay area investment professionals through education, career development, and community building. (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
- 1967
- Principal officer
- Eric Geedey (as named on the Form 990)
- IRS ruling date
- 1 February 1968
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 8, latest 2025
Most connected
Related organisations (Schedule R)
Longest observed on the filings
≥7years on the filingsMargaret Reid CFA
≥7years on the filingsSami Mesrour CFA
≥5years on the filingsDesmond Fang CFA
≥5years on the filingsJohn Ailanjian 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
- $1.3m
- Total liabilities
- $255k
- Net assets or fund balances
- $1.1m
- Contributions and grants received
- $0
- Program service revenue
- $803k
- Employees
- 5
- Volunteers
- 26
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 | $979k | $1.1m | Deficit $98k |
As filed on the IRS Form 990. US dollars.