Mission
THE MISSION OF CFA SOCIETY NEW YORK IS TO SERVE THE NEEDS OF ALL MEMBERS AND INVESTMENT PROFESSIONALS AND TO EDUCATE THE INVESTING PUBLIC.
Public Charity
CFA SOCIETY NEW YORK INC
CFA SOCIETY NEW YORK INC, of NEW YORK, NY, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $4.7M in revenue, $4.3M in expenses, $23.7M in total assets. 2 publicly reported grants to this organization, totaling roughly $986K, appear in IRS filings.
EIN: 833591457
NEW YORK, NY
Latest filing: 2025
Total Revenue$4.7M
Total Expenses$4.3M
Total Assets$23.7M
Grant Records2
Funding Total$986K
Filing Years2023–2025
Sample Grants Received
GEN SUPPORT
$458,061
GEN SUPPORT
$527,479
Showing up to 5 of 2 total records — full history available with membership.
Officers & Directors
DIRECTOR
Andrew Auslander Cfa Frm
DIRECTOR
Arthur Fliegelman Cfa
EXECUTIVE DIRECTOR
Arun Manansingh
VICE CHAIR
Caroline Busby Cfa
DIRECTOR OF MEDIA PRODUCTIONS
Christopher Bruzese
DIRECTOR
Danielle Kloeblen Cfa Mba
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $4.7M | $4.3M | $23.7M |
| 2024 | $4.9M | $3.9M | $23.3M |
| 2023 | $4.7M | $4.0M | $13.5M |
Between 2023 and 2025, reported annual revenue held roughly steady at around $4.7M, with total assets most recently reported at $23.7M.
Interactive year-over-year charts and full filing details available with membership.