About
The mission of CFA society new YORK is to serve the needs of ALL members and investment professionals and to educate the investing public.
In care of Daniel Dagen
Donations are NOT tax-deductible
Category
Trade Association
Financial Snapshot
FY ending 2023-08-31Address
1540 Broadway STE 1010
New YORK, NY, 10036-408
Governance
Voting board members12
Independent members12
Conflict-of-interest policyYes
Whistleblower policyYes
Doc-retention policyYes
Audit committeeYes
990 reviewed by boardNo
Compensation practices
Severance paymentsNo
Equity-based compNo
Supplemental retirement planNo
Used comp surveyYes
Board approved compYes
Financial detail (Schedule D)
Board-designated %100.0%
Endowment held by related orgNo
Public records
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