Overview
What is Cfa Society Of Portland Inc?
Cfa Society of Portland Inc is a local association of investment professionals, headquartered in Portland. Comprising portfolio managers, security analysts, investment advisors, and other financial experts, this nonprofit organization upholds ethical and professional standards within the investment community and beyond. They strive to enhance the public's understanding of the CFA designation and the investment industry. As a member of AIMR's 101 societies, they provide their members with a global network of investment professionals, fostering connections and collaboration within the field. The society also offers scholarships, furthering the professional growth of investment professionals in the Portland area.
Official website here: www.cfaportland.org
Is Cfa Society Of Portland Inc legitimate?
Cfa Society Of Portland Inc is a legitimate nonprofit organization registered as a 501(c)(6) entity. Cfa Society Of Portland Inc submitted a form 990, 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.
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Official website here: www.cfaportland.org
What is the mission statement of Cfa Society Of Portland Inc?
The Cfa Society of Portland Inc serves as an association for local investment professionals, including portfolio managers, security analysts, investment advisors, and other financial professionals. Its primary mission is to uphold ethical and professional standards within the investment community and beyond. The society strives to enhance the public's understanding of the CFA designation and the investment industry. As one of AIMR's 101 member societies, it connects its members to a global network of investment professionals, fostering a collaborative environment and knowledge exchange. The Cfa Society of Portland Inc aims to advocate for and promote the investment industry's best practices and standards.
Official website here: www.cfaportland.org
What is the revenue of Cfa Society Of Portland Inc?
Cfa Society Of Portland Inc's revenue in 2024 was $367,756.
Official website here: www.cfaportland.org
Who are the executives of Cfa Society Of Portland Inc and what are their salaries?
Here are 9 key members and their salaries:
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Official website here: www.cfaportland.org
Where can I find the form 990 for Cfa Society Of Portland Inc?
Cfa Society Of Portland Inc's most recent form 990 was submitted in 2024 and can be accessed here.
Official website here: www.cfaportland.org
Learn more at the official website: www.cfaportland.org
Mission Statement of Cfa Society Of Portland Inc
The Cfa Society of Portland Inc, an association of local investment professionals, is committed to fostering ethical and professional standards within the investment community and beyond. This reputable organization, which is one of AIMR's 101 member societies, serves as a platform for portfolio managers, security analysts, investment advisors, and other financial professionals. Its primary goal is to enhance the public's understanding of the CFA designation and the investment industry. The Cfa Society of Portland Inc also works to connect its members to a global network of investment professionals, thereby expanding their professional horizons and fostering a sense of collaboration within the industry.
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Impact
October, 2024
CFA Society of Portland Inc plays a significant role in enhancing the investment landscape within the local community and beyond. By bringing together an association of local investment professionals, including portfolio managers, security analysts, and investment advisors, the society fosters a collaborative environment that promotes ethical and professional standards. This commitment to professionalism not only enhances the credibility of its members but also helps to build trust in the investment industry among the public.
Through its initiatives, CFA Society of Portland works to educate the community about the CFA designation and the broader investment industry. This educational outreach is crucial in elevating the understanding of investment practices, ultimately empowering individuals and organizations to make informed financial decisions.
Furthermore, by being part of a global network of investment professionals, the society provides its members with valuable connections and resources that can enhance their professional development and career opportunities. It also offers scholarships that help aspiring financial professionals pursue the CFA charter, cultivating a new generation of ethically-minded investment experts.
Overall, CFA Society of Portland Inc significantly impacts the local economy by charting a course toward higher professional standards, improving community understanding of finance and investments, and fostering professional growth within the industry.
This information is meant to be a general summary of Cfa Society Of Portland 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 2024.
- Investment Income: $187,323
- Program Service Revenue: $74,116
- Gross Receipts: $367,756
Assets and Liabilities:
- Total Assets: $838,782
- Total Liabilities: $159
- Net Assets: $838,623
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Programs
Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.
INVESTMENT STRATEGY DINNER
Revenue
$53,625
CFA PROGRAM LUNCHEON
Revenue
$12,575
INVESTMENT RESEARCH CHALLENGE
Revenue
$4,500
CAREER EXPO JOB POSTING
Revenue
$3,416
Organization Details
Founding Year
1984
Principal Officer
Mike Gallagher
Website
www.cfaportland.orgNTEE Category
Code: S41 - Community improvement
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