Overview
What is Cfa Society Of Cincinnati Inc?
Cfa Society of Cincinnati Inc is a local association in Cincinnati, focused on the investment sector. Comprising professionals such as portfolio managers, security analysts, investment advisors, and other financial experts, this nonprofit organization serves as a platform for these professionals to connect, share knowledge, and collaborate. The mission of Cfa Society of Cincinnati Inc is to foster a community of investment professionals committed to upholding high ethical standards, promoting financial literacy, and contributing to the growth of the local financial market.
Official website here: www.cfasociety.org/cincinnati
Is Cfa Society Of Cincinnati Inc legitimate?
Cfa Society Of Cincinnati Inc is a legitimate nonprofit organization registered as a 501(c)(6) entity. Cfa Society Of Cincinnati Inc submitted a form 990EZ, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.
Official website here: www.cfasociety.org/cincinnati
What is the mission statement of Cfa Society Of Cincinnati Inc?
The Cfa Society of Cincinnati Inc serves as an association for investment professionals in the local area, including portfolio managers, security analysts, investment advisors, and other financial specialists. Its mission, in essence, is to foster a community of professionals committed to upholding the highest ethical standards and advancing their knowledge in the field of finance. The society provides opportunities for networking, professional development, and educational resources to its members, aiming to enhance their expertise and contribute positively to the investment industry.
Official website here: www.cfasociety.org/cincinnati
Who is the CEO of Cfa Society Of Cincinnati Inc?
Carey Kruer Cfa is the Executive Director of Cfa Society Of Cincinnati Inc.
Official website here: www.cfasociety.org/cincinnati
What is the revenue of Cfa Society Of Cincinnati Inc?
Cfa Society Of Cincinnati Inc's revenue in 2023 was $80,067.
Official website here: www.cfasociety.org/cincinnati
Who are the executives of Cfa Society Of Cincinnati Inc and what are their salaries?
Here are 11 key members and their salaries:
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Official website here: www.cfasociety.org/cincinnati
Where can I find the form 990EZ for Cfa Society Of Cincinnati Inc?
Cfa Society Of Cincinnati Inc's most recent form 990EZ was submitted in 2023 and can be accessed here.
Official website here: www.cfasociety.org/cincinnati
Learn more at the official website: www.cfasociety.org/cincinnati
Mission Statement of Cfa Society Of Cincinnati Inc
The CFA Society of Cincinnati, a community of investment professionals, is dedicated to its members who hold various financial roles such as portfolio managers, security analysts, investment advisors, and other related professionals. Its mission, in essence, is to bring together these professionals in the Cincinnati area, fostering a network of knowledge exchange and collaboration. This association aims to support its members in their professional growth, providing them with opportunities to enhance their skills and stay updated in the ever-evolving field of investment. The CFA Society of Cincinnati serves as a platform for these professionals to engage in enriching discussions, share insights, and learn from each other's experiences, ultimately contributing to the overall advancement and success of the local investment community.
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Impact
October, 2024
CFA Society of Cincinnati Inc plays a vital role in the local investment community by fostering professional development among its members, who include portfolio managers, security analysts, investment advisors, and other financial professionals. By providing education, networking opportunities, and resources, the organization enhances the skills and knowledge of its members, thereby elevating the overall standards and practices within the investment industry.
The society also contributes to community improvement through its initiatives that promote ethical standards and best practices in finance. By engaging with local investors and stakeholders, the society helps to create a more informed and responsible investment environment. This not only benefits individual professionals but also strengthens the Cincinnati financial community as a whole. The emphasis on continuous learning and professional ethics ultimately leads to increased investor confidence and more robust financial markets in the region.
This information is meant to be a general summary of Cfa Society Of Cincinnati Inc. Please take the time to review official sources before making any decisions based upon the content provided here.
Financials
This financial information is from Propublica.
Other financial information:
This information is from the most recently submitted tax form from this organization, which was in 2023.
- Investment Income: $61
- Program Service Revenue: $10,485
- Gross Receipts: $80,067
Assets and Liabilities:
- Total Assets: $340,180
- Total Liabilities: $0
- Net Assets: $340,180
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Organization Details
Phone
(513) 554-4811Principal Officer
Carey Kruer Cfa
Main Address
4010 EXECUTIVE PARK DRIVE SUITE 100, CINCINNATI, OH, 45241
NTEE Category
Code: S41 - Community improvement
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