Public Charity

ASSOCIATION OF INVESTMENT MANAGEMENT SALES EXECUTIVES INC

ASSOCIATION OF INVESTMENT MANAGEMENT SALES EXECUTIVES INC is a private foundation categorized as Public Charity based in WAKEFIELD, MA. Its most recent IRS filing (2024) reports revenue of $1.5M, expenses of $1.3M, total assets of $1.2M. Imperigo tracks 9 reported grants from this foundation totaling approximately $230K.

EIN: 049033006 WAKEFIELD, MA Latest filing: 2024
Total Revenue$1.5M
Total Expenses$1.3M
Total Assets$1.2M
Grants Given9
Grant Total$230K
Filing Years2020–2024

Mission

TO PROVIDE A FORUM FOR SALES AND MARKETING PROFESSIONALS IN THE INVESTMENT MANAGEMENT INDUSTRY. WE EMPHASIZE EDUCATION, IMPROVING SKILLS, AND ENABLING MEMBERS TO ADAPT TO THE CHANGING NEEDS OF THE MARKETPLACE. AIMSE FOSTERS HIGH ETHICAL AND PROFESSIONAL STANDARDS REGARDING THE REPRESENTATION OF INVESTMENT STRATEGIES AND SERVICES, AND ACTIVELY PROMOTES DIVERSITY AND INCLUSION THROUGHOUT THE INVESTMENT MANAGEMENT INDUSTRY.

Sample Grants Given

OAKLAND, CA · 2024
PROVIDE SCHOLARSHIPS TO FOSTER THE CAREER ADVANCEMENT AND INCREASED LEADERSHIP OF UNDERREPRESENTED TALENT BY CREATING MECHANISMS FOR GREATER INCLUSION FROM THE CLASSROOM TO THE BOARDROOM.
$30,000
OAKLAND, CA · 2023
PROVIDE SCHOLARSHIPS TO FOSTER THE CAREER ADVANCEMENT AND INCREASED LEADERSHIP OF UNDERREPRESENTED TALENT BY CREATING MECHANISMS FOR GREATER INCLUSION FROM THE CLASSROOM TO THE BOARDROOM.
$30,000
OAKLAND, CA · 2022
PROVIDE SCHOLARSHIPS TO FOSTER THE CAREER ADVANCEMENT AND INCREASED LEADERSHIP OF UNDERREPRESENTED TALENT BY CREATING MECHANISMS FOR GREATER INCLUSION FROM THE CLASSROOM TO THE BOARDROOM.
$30,000
OAKLAND, CA · 2021
PROVIDE SCHOLARSHIPS TO FOSTER THE CAREER ADVANCEMENT AND INCREASED LEADERSHIP OF UNDERREPRESENTED TALENT BY CREATING MECHANISMS FOR GREATER INCLUSION FROM THE CLASSROOM TO THE BOARDROOM.
$30,000
OAKLAND, CA · 2020
PROVIDE SCHOLARSHIPS TO FOSTER THE CAREER ADVANCEMENT AND INCREASED LEADERSHIP OF UNDERREPRESENTED TALENT BY CREATING MECHANISMS FOR GREATER INCLUSION FROM THE CLASSROOM TO THE BOARDROOM.
$30,000

Showing up to 5 of 9 total records — full history available with membership.

Officers & Directors

FORMER EMIERTUS PRESIDENT Adam Gerentine
FORMER BOARD MEMBER Ami E Fox
EMERITUS PRESIDENT Anthony Buscemi
BOARD MEMBER Beth Brewer
BOARD MEMBER Brad Haughey
SECRETARY Charlotte Walsh

Officer compensation and complete director data available with membership.

Top Grant Purposes

PROVIDE SCHOLARSHIPS TO FOSTER THE CAREER ADVANCEMENT AND INCREASED LEADERSHIP OF UNDERREPRESENTED TALENT BY CREATING MECHANISMS FOR GREATER INCLUSION FROM THE CLASSROOM TO THE BOARDROOM.
$225,000 8 grants
COMMUNITY SERVICE IN THE CITY WHERE AIMSE HOLDS ITS ANNUAL CONFERENCE.
$5,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2024 $1.5M $1.3M $1.2M
2023 $1.8M $1.6M $1.1M
2022 $1.3M $1.5M $866K
2021 $472K $618K $1.0M
2020 $733K $662K $1.2M

Between 2020 and 2024, reported annual revenue grew from $733K to $1.5M (+98%), with total assets most recently reported at $1.2M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA, FL.

CAFL

Full geographic grant map with state-by-state breakdown available with membership.

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