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CFA INSTITUTE
CFA INSTITUTE
VA · EIN 541386480
82
Executives Disclosed
$462.9M
Annual Revenue
$912.9M
Total Assets
4:1
Internal Pay Ratio
CFA INSTITUTE has 82 executives with disclosed compensation. The highest-paid executive, Paul Smith Cfa Thru 82019 (FORMER PRESIDENT & CEO), received peak total compensation of $1,906,719.
Top Executive Compensation Over Time
Executive Compensation
| Name | Title | Peak Comp. | Latest Comp. | Years | vs. Household |
|---|---|---|---|---|---|
| Paul Smith Cfa Thru 82019 | FORMER PRESIDENT & CEO | $1.9M | $1.9M | 2020–2020 | 25.4x |
| Paul Smith Cfa | PRES & CEO & RESRCH FDN BD MEM | $1.5M | $1.5M | 2016–2019 | 20.6x |
| Margaret Franklin Cfa | PRES & CEO & RESRCH FDN BD MEM | $1.5M | $1.5M | 2021–2024 | 19.4x |
| Jan Squires | MANAGING DIR. - EXITED 8/2015 | $1.2M | $1.2M | 2016–2016 | 15.4x |
| Allison Holmes | CHIEF FIN & RISK OFFICER (EXIT 8/21) | $891K | $891K | 2021–2022 | 11.9x |
| Bjorn Forfang | MANAGING DIR. (EXIT 4/2019) | $836K | $836K | 2017–2019 | 11.2x |
| Timothy G McLaughlin Cfa | CFO/SENIOR ADV-EXIT 8/2016 | $780K | $780K | 2016–2018 | 10.4x |
| Gary Baker | MANAGING DIR. (EXIT 5/2021) | $747K | $747K | 2018–2022 | 10x |
| Nick Pollard End 92023 | MANAGING DIRECTOR | $739K | $739K | 2024–2024 | 9.8x |
| Kurt N Schacht Cfa | SENIOR HEAD ADV | $691K | $421K | 2016–2022 | 9.2x |
| Raymond J Deangelo | SENIOR ADVISOR- EXITED 1/2016 | $683K | $683K | 2016–2016 | 9.1x |
| Martin Colburn | MANAGING DIRECTOR | $652K | $652K | 2021–2024 | 8.7x |
| Steven Hendry | CHIEF FINANCIAL OFFICER | $650K | $650K | 2022–2024 | 8.7x |
| Sheri Kelly | MANAGING DIRECTOR | $634K | $634K | 2023–2024 | 8.5x |
| Donna Marshall | MANAGING DIRECTOR-EXIT 12/2016 | $632K | $396K | 2016–2018 | 8.4x |
| Stephen M Horan Cfa | MANAGING DIR. (EXIT 3/2021) | $616K | $616K | 2016–2022 | 8.2x |
| Peg Jobst | MANAGING DIR. (EXIT 4/2022) | $612K | $612K | 2020–2022 | 8.2x |
| Nitin Mehta Cfa | FORMER MANAGING DIRECTOR | $610K | $487K | 2016–2019 | 8.1x |
| Sheri Lynn Littlefield | CHIEF LEGAL OFFICER | $609K | $609K | 2017–2022 | 8.1x |
| Paul Andrews | MANAGING DIRECTOR | $607K | $605K | 2022–2024 | 8.1x |
| Chris Wiese | MANAGING DIRECTOR | $604K | $604K | 2022–2024 | 8.1x |
| Nick Pollard | MANAGING DIRECTOR | $600K | $593K | 2017–2023 | 8x |
| Michael Collins Exit 62022 | MANAGING DIRECTOR | $599K | $599K | 2023–2023 | 8x |
| Chris Ainsworth | MANAGING DIR. (EXIT 6/2022) | $590K | $590K | 2018–2022 | 7.9x |
| Elaine Cheng | MANAGING DIR. (EXIT 3/2019) | $584K | $481K | 2016–2019 | 7.8x |
| Barbara Petitt Exit 22023 | MANAGING DIRECTOR | $582K | $582K | 2023–2023 | 7.8x |
| Michael Collins | MANAGING DIR. (EXIT 6/2022) | $580K | $580K | 2017–2022 | 7.7x |
| Kurt Schacht Cfa End 122022 | SENIOR HEAD ADV | $575K | $575K | 2024–2024 | 7.7x |
| Sandra Peters Cfa | HEAD, FIN. REPORT POL. GROUP | $573K | $458K | 2016–2020 | 7.6x |
| Paul Moody | MANAGING DIRECTOR | $564K | $564K | 2023–2024 | 7.5x |
| John Bowman Cfa | MANAGING DIR. (EXIT 1/2018) | $563K | $210K | 2016–2019 | 7.5x |
| Carole Crawford End 72023 | MANAGING DIRECTOR | $561K | $561K | 2024–2024 | 7.5x |
| Barbara Petitt | MANAGING DIRECTOR | $558K | $558K | 2022–2022 | 7.4x |
| Emily Dunbar | MANAGING DIR. (EXIT 6/30/20) | $556K | $556K | 2018–2021 | 7.4x |
| Andrew Rome | MANAGING DIRECTOR | $539K | $539K | 2023–2024 | 7.2x |
| Diane Basile Cfa | FORMER CFO (Exit 7/2019) | $533K | $285K | 2018–2020 | 7.1x |
| Bjorn Forfang Exit 42019 | MANAGING DIRECTOR | $526K | $526K | 2020–2020 | 7x |
| Marg Franklin Cfa Eff 92019 | PRES & CEO & RESRCH FDN BD MEM | $522K | $522K | 2020–2020 | 7x |
| Carole Crawford Exit 72023 | MANAGING DIRECTOR | $514K | $514K | 2023–2023 | 6.9x |
| Heidi Diedrich Exit 82022 | SENIOR HEAD, GLOBAL B2C | $501K | $501K | 2023–2023 | 6.7x |
| Peter B MacKey Cfa | HEAD, CREDENTIALING SPEC. PROJ | $479K | $474K | 2016–2017 | 6.4x |
| Sandy Peters | SENIOR HEAD, FIN. RPT POLICY | $474K | $461K | 2022–2024 | 6.3x |
| Mike Peterson | CHIEF TECHNOLOGY OFFICER | $471K | $471K | 2021–2024 | 6.3x |
| Leilani Hall | SENIOR HEAD, CODES AND STAND. | $468K | $468K | 2020–2023 | 6.2x |
| Emily Dunbar Exit 62020 | MANAGING DIRECTOR | $460K | $460K | 2020–2020 | 6.1x |
| Vito Lore | SENIOR HEAD, STRATEGY & PLAN. | $457K | $457K | 2023–2024 | 6.1x |
| Leilani Hall End 52024 | SENIOR HEAD, CODES AND STAND. | $454K | $454K | 2024–2024 | 6.1x |
| Peter MacKey | HEAD, CREDENTIAL. EXIT 12/2017 | $454K | $454K | 2018–2018 | 6.1x |
| Anne O'Brien | CHIEF OF STAFF | $437K | $437K | 2024–2024 | 5.8x |
| Tony Tan | HEAD, ETHICS, STANDARD CONDUCT | $433K | $360K | 2017–2021 | 5.8x |
| Mary Leung | HEAD ADVOCACY (EXIT 8/2022) | $430K | $430K | 2020–2022 | 5.7x |
| Tony Tan Exit 82021 | HEAD, ETHICS, STANDARD CONDUCT | $426K | $426K | 2022–2022 | 5.7x |
| Rahul Keshap | HEAD, CLARITAS - EXIT 12/2018 | $425K | $425K | 2019–2019 | 5.7x |
| Jiali Jun | SENIOR COUNTRY HEAD, CHINA | $420K | $420K | 2019–2019 | 5.6x |
| Rob Gowen | HEAD, PROD. SOL.- EXIT 11/2018 | $413K | $413K | 2019–2019 | 5.5x |
| Robert Lamy Cfa | HEAD, PR. ANALYSIS (EXIT 6/17) | $401K | $361K | 2016–2018 | 5.4x |
| Rob Langrick | SENIOR HEAD CFA PROGRAM | $397K | $397K | 2020–2020 | 5.3x |
| Darin Goodwiler | MANAGING DIR. (EXIT 10/2018) | $377K | $371K | 2017–2019 | 5x |
| Leilani Sanders Hall | HEAD, PROFESSIONAL CONDUCT | $369K | $369K | 2017–2018 | 4.9x |
| Kathy Pilgrim | DIRECTOR, EXAM DEVELOPMENT | $367K | $367K | 2016–2016 | 4.9x |
| Kurt Schacht Cfa Exit 122022 | SENIOR HEAD ADV | $364K | $364K | 2023–2023 | 4.9x |
| Jeff Knighton | CONTROLLER (EXIT 8/21) | $323K | $266K | 2019–2021 | 4.3x |
| William Tohme | SENIOR REGIONAL HEAD | $311K | $311K | 2021–2021 | 4.1x |
| Ashvin P Vibhakarcfa | SENIOR ADV-EXITED 8/31/2015 | $308K | $308K | 2016–2016 | 4.1x |
| Lutfey Siddiqi | MANAGING DIR. (EXIT 8/2021) | $289K | $289K | 2022–2022 | 3.8x |
| Chris Ainsworth Exit 62022 | MANAGING DIRECTOR | $285K | $285K | 2023–2023 | 3.8x |
| Joe Lange | CORPORATE SECRETARY | $279K | $279K | 2023–2024 | 3.7x |
| Joseph P Lange | CORPORATE SECRETARY | $246K | $246K | 2016–2022 | 3.3x |
| Sheri Lynn Littlefield-Moreno | GENERAL COUNSEL | $226K | $226K | 2016–2016 | 3x |
| Jeff Knighton Exit 82021 | INTERIM CFO | $224K | $224K | 2022–2022 | 3x |
| Peg Jobst Exit 42022 | MANAGING DIRECTOR | $219K | $219K | 2023–2023 | 2.9x |
| Dwight Churchill Cfa | PRESIDENT & CEO- EXITED 1/2015 | $133K | $133K | 2016–2016 | 1.8x |
| Sheri Kelly | KEY EMPLOYEE | $54K | $54K | 2023–2023 | 0.7x |
| Allison Holmes Eff 122019 | CHIEF FINANCIAL OFFICER | $22K | $0 | 2020–2020 | 0.3x |
| Mark J Lazberger Cfa | MEMBER, BOARD OF GOVERNORS | $10K | $0 | 2018–2018 | 0.1x |
| Robert Jenkins Fsip | BOARD PAST CHAIR | $8K | $0 | 2018–2019 | 0.1x |
| Punita Kumar-Sinha Cfa | BOARD MEMBER | $8K | $0 | 2024–2024 | 0.1x |
| Diane Nordin Cfa | AUDIT & RISK COMMITTEE CHAIR | $8K | $0 | 2018–2018 | 0.1x |
| Geoffrey Ng Cfa | BOARD MEMBER | $8K | $0 | 2024–2024 | 0.1x |
| George Spentzoscfa Fsip | MEMBER, BOARD OF GOVERNORS | $6K | $0 | 2016–2016 | 0.1x |
| Frederic P Lebel Cfa | BOARD PAST CHAIR | $6K | $0 | 2018–2018 | 0.1x |
| Hua Yu Cfa | MEMBER, BOARD OF GOVERNORS | $5K | $0 | 2020–2020 | 0.1x |
Annual Summary
| Year | Executives | Avg. Comp. | Highest Comp. | Total Payroll |
|---|---|---|---|---|
| 2016 | 19 | $535K | $1.2M | $9.6M |
| 2017 | 19 | $530K | $1.5M | $10.1M |
| 2018 | 27 | $488K | $1.2M | $11.2M |
| 2019 | 23 | $510K | $1.5M | $11.2M |
| 2020 | 22 | $537K | $1.9M | $10.7M |
| 2021 | 19 | $415K | $642K | $7.9M |
| 2022 | 23 | $532K | $1.3M | $12.2M |
| 2023 | 21 | $520K | $1.3M | $10.9M |
| 2024 | 19 | $596K | $1.5M | $10.1M |
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