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Chartered Alternative Investment Analyst Association INC

Trade
DBA: ASSOCIATION INC
Trade Association · AMHERST, MA · EIN 37-1428113

Officers, Directors & Key Employees

Per Form 990 for fiscal year ending 2024-12-31
Compensation per 990 Part VII; rows marked “Sch J” include the Schedule J executive-comp breakdown for the same year.
NameTitleRole flagsHours/wkReportable compRelated compOther comp
William Kelly
Sch J: base $426K · bonus $45K · deferred $103K · benefits $1K
CEO Until 12/31/24Officer40.0$471K$0$104K
JOHN Bowman
Sch J: base $307K · bonus $100K · deferred $13K · benefits $27K
Executive VICE PresidentSchedule J—$447K$0$0
Kristaps Licis
Sch J: base $200K · bonus $20K · deferred $8K · benefits $30K
Senior Associate Director of ExamsSchedule J—$258K$0$0
RUTH Carolan
Sch J: base $168K · bonus $38K · deferred $7K · benefits $37K
Clerk/chief Operating OfficerSchedule J—$249K$0$0
Aaron Filbeck
Sch J: base $178K · bonus $18K · deferred $7K · benefits $2K
Managing Director/head of UnifiSchedule J—$206K$0$0
Bradley Ambani
Sch J: base $146K · bonus $18K · deferred $3K · benefits $31K
Director of Finance/treasurerSchedule J—$198K$0$0
Steven Novakovic
Sch J: base $165K · bonus $17K · deferred $7K · benefits $7K
Managing Director of Educational PROSchedule J—$196K$0$0
Christie Hamilton
Sch J: base $163K · benefits $17K
Director of Content and ResearchSchedule J—$180K$0$0