named programs · 3 · from sources
What they call their work
Industry Networking Events
Convenes forums, panels, and gatherings for finance professionals to exchange knowledge and best practices
Professional Development Programs
Offers continuing education, workshops, and seminars for investment professionals to maintain certification and industry knowledge
Public Financial Education Initiatives
Programs and events designed to improve financial literacy among the general public
activities · 14 groups
What they do
-
Local High School Scholarship Programs 1 activity
- Administer scholarship funding for students in financeAwards the Heloise Ham Scholarship Fund through the Graham Center to support student development in the investment profession.
-
-
Financial Literacy Education Programs 1 activity
- Educating the investing publicConducts educational initiatives aimed at improving the financial literacy and investment knowledge of the general public.
-
-
Reciprocal Club Access Program 1 activity
- Enable global event access for membersFacilitates member attendance at partner society events worldwide at local member rates through the Global Passport Program, expanding international professional engagement opportunities.
-
-
Professional Networking Events 1 activity
- Facilitate networking among finance professionalsConnects over 10,000 finance professionals in the New York metro area through in-person events, special interest groups, and member-only gatherings to expand professional relationships and collaboration.
-
-
Scientific Conference & Symposium Management 1 activity
- Host conferences and symposia on key topics in financeOrganizes major annual events including the Sustainable Investing Symposium, Data Science in Finance Conference, and Asset Owner Series, featuring expert speakers and attracting thousands of global attendees to discuss critical trends in investment.
-
-
Professional Job Board & Career Placement Services 1 activity
- Maintain online job board for finance professionalsOperates an online job board to help members explore career opportunities in the finance sector.
-
-
Mentorship and Professional Development Programs 1 activity
- Offer mentorship programs for career advancementProvides structured mentorship and mentee opportunities that deliver personalized professional guidance to support career development in finance.
-
-
Event Venue Rental Services 1 activity
- Operate event facilities for financial industry useManages an Executive Conference Center in Times Square with flexible event spaces accommodating up to 202 attendees, equipped with A/V systems and catering services, available for member and partner events.
-
-
Member-Exclusive Resource Access 1 activity
- Provide access to educational content via digital platformsMaintains a video hub and offers on-demand access to podcasts, webcasts, and video conferences for members and the public, including a podcast series with over 190 episodes featuring leading experts discussing ESG, fintech, and global investing.
-
-
Professional Membership and Association Benefits 1 activity
- Provide discounted professional education resourcesOffers members discounts on professional education courses through partnerships with Cognitir, Kaplan, and Wall Street Prep, increasing access to skill-building programs in finance.
-
-
Professional Certification and Continuing Education 1 activity
- Provide professional development and continuing education for finance professionalsOffers Professional Learning (PL) credit for events aligned with CFA Institute recommendations, enabling members to maintain certification and support ongoing career growth in the investment field.
-
-
Professional Field Knowledge Development 1 activity
- Providing services and resources for investment professionalsOffers services and resources tailored to investment professionals, supporting their professional needs and development.
-
-
Student Career Readiness and Internship Placement 1 activity
- Support student engagement and career development in financeOffers $25 student memberships, hosts student-specific events and video content, and organizes an annual global competition that provides hands-on mentoring in financial analysis, valuation, report writing, and presentation skills.
-
-
Uncategorized 1 activity
- Deliver specialized training in financial and valuation modelingProvides intensive, step-by-step training in financial and valuation modeling using Excel to build practical skills for finance professionals and students.
-
financials · form 990 · fy2024
revenue
Total revenue$4.72M
Contributions & grants$00%
Program service revenue$3.51M74%
Investment income$263K6%
Other revenue$953K
expenses
Total expenses$4.27M
Program expenses—
Admin / overhead—
Fundraising—
Salaries & benefits$1.97M
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$23.70M
Cash$3.62M
Investments$9.88M
Liabilities$12.17M
Net assets$11.53M
Liquid reserves37.9 mo
3 years on record · 2022–2024 · YoY revenue -3.5%
leadership · form 990 part vii · fy2024
Who runs it
paid leadership · 6
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| ARUN MANANSINGH | EXECUTIVE DIRECTOR | 40 | $301K |
| LOURDES MORTEL | CFO | 40 | $182K |
| JAMES COPPOLA | DIRECTOR OF SPONSORSHIPS AND PARTNERSHIPS | 40 | $164K |
| CHRISTOPHER BRUZESE | DIRECTOR OF MEDIA PRODUCTIONS | 40 | $139K |
| ROBERT ROWAN | DIRECTOR OF CFANY ASSET OWNER SERIES | 40 | $134K |
| DIONNE DOWNS | DIRECTOR EVENTS AND PROGRAMMING | 40 | $129K |
board members · 14
- ANDREW AUSLANDER CFA FRM — DIRECTOR
- ARTHUR FLIEGELMAN CFA — DIRECTOR
- CAROLINE BUSBY CFA — VICE CHAIR
- DANIELLE KLOEBLEN CFA MBA — DIRECTOR
- DAVID ALLEN CFA — DIRECTOR
- DAVID KNUTSON CFA FRM CMT — DIRECTOR
- KEN D'SOUZA CFA — CHAIR
- LEO SCHMIDT CFA — DIRECTOR
- MARYA ANN SAVOLA CFA MBA — SECRETARY
- MILA SKULKINA CFA — TREASURER
- PAUL BENJAMIN CFA — DIRECTOR
- PAULINA ROGAWSKI TEP CRPC — FORMER DIRECTOR
- SANJAY ARORA CFA CMA ACA — FORMER DIRECTOR
- THOMAS BRIGANDI CFA — DIRECTOR
relationships · 24
Who they work with
- Acuitas Investments Partner — Features Christopher Tessin, CFA, Managing Partner and Portfolio Manager of Acuitas Investments, as a guest on the Compound Insights podcast.
- Argent Capital Management Partner — Features Jed Ellerbroek, CFA, Portfolio Manager at Argent Capital Management, as a guest on the Compound Insights podcast.
- Baird Partner — Features Ted Mortonson, Managing Director at Baird, as a guest on the Compound Insights podcast.
- Baruch Alternative Investment Club Partner — Cosponsors the Student Leader Symposium with CFA Society New York.
- CAIA Association Partner — Partnered with CFA Society New York to launch AOS Virtual Keynotes in 2020
- CFA Institute Network — Collaborates with CFA Institute to provide student resources and coordinate membership applications.
- CFA Institute Network — Collaborates with CFA Institute, where Regular Membership includes dual membership to both organizations
- CFA Institute Network — Hosts the local level of the CFA Institute Research Challenge as part of a global competition organized by CFA Institute.
- Catalyst Funds Partner — Features David Miller, Chief Investment Officer and Senior Portfolio Manager of Catalyst Funds, as a guest on the Compound Insights podcast.
- Cognitir Partner — Partner organization offering course discounts to CFA Society New York members.
- Cognitir Partner — Partners to offer member discounts on financial training courses
- DSM Capital Partners Partner — Features Shirley Hu Anderson, CFA, Portfolio Manager at DSM Capital Partners, as a guest on the Compound Insights podcast.
- ETFG Partner — Silver-level alliance partner supporting CFA Society New York initiatives.
- Eagle Bay Family Office Partner — Features Michael D. Nelson, CEO and Managing Partner of Eagle Bay Family Office, as a guest on the Compound Insights podcast.
- Harvard Business School Partner — Features Luis M. Viceira, Professor of Finance at Harvard Business School, as a guest on the Compound Insights podcast.
- Kaplan Partner — Partner organization providing educational course discounts to members.
- Kaplan Partner — Partners to offer member discounts on professional education courses
- Manulife Investment Management Partner — Features multiple investment professionals from Manulife Investment Management, including Charlie Dutton and Ryan Davies, as guests on the Compound Insights podcast.
- Siebert Financial Partner — Features Mark Malek, Chief Investment Officer of Siebert Financial, as a guest on the Compound Insights podcast.
- The Fixed Income Analysts Society Partner — Co-hosts events with The Fixed Income Analysts Society, including a conversation on debt, markets, and modern finance.
- The Hong Kong Society of Financial Analysts Ltd. Partner — Collaborated with CFA Society New York to expand the Asset Owner Series to Hong Kong and engage global asset owners
- VanEck Partner — Features David Schassler, Head of Multi-Asset Solutions at VanEck, as a guest on the Compound Insights podcast.
- Wall Street Prep Partner — Partner organization offering course discounts and co-hosting educational programs with member benefits.
- Wall Street Prep Partner — Partners to offer member discounts on financial modeling and valuation courses
strategies · 5
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Amplification Through Media Repurposingmethodology: amplification_through_mediaBy repackaging conference-level insights into podcast discussions with industry experts, the organization extends the impact and longevity of live events, because serialized media formats increase accessibility and engagement beyond the original audience.
- Candid Industry Dialogue via Chatham House Rulesmethodology: candid_industry_dialogue_via_chatham_house_rulesBy enforcing no-solicitation policies and applying Chatham House Rules, the organization enables more honest and open dialogue among senior investment leaders, because participants are more likely to share sensitive or contrarian views when attribution is protected.
- Democratized Access to Thought Leadershipmethodology: democratized_access_to_thought_leadershipBy offering free or low-cost access to high-level investment insights through events, the organization increases the reach and inclusivity of industry knowledge, because removing financial barriers enables broader participation from professionals who would otherwise be excluded.
- Integrated Professional Development Ecosystemmethodology: professional-development-ecosystemBy combining relationship-building, continuous learning, and leadership development into a unified offering, the organization fosters sustained professional growth, because interconnected opportunities reinforce long-term career advancement more effectively than isolated programs.
- Research Rigor Over Prediction Accuracymethodology: research-rigor-over-prediction-accuracyBy evaluating student performance based on the depth and analytical rigor of equity research rather than stock prediction accuracy, the organization promotes stronger foundational understanding of financial analysis, because it incentivizes thorough due diligence over speculative outcomes.