Association of Investment Management
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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.2M
+6.4% YoY
Annual Giving
$30K
+0.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$30K
+0.0% YoY
About Association of Investment Management
Based on IRS filings
Association of Investment Management is a nonprofit organization, based in WAKEFIELD, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 1 grants totaling $30K. Net investment income was $33K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,168,146 | $1,098,308 | $865,538 |
| Revenue | $1,453,632 | $1,754,562 | $1,309,261 |
| Expenses | $1,328,003 | $1,649,544 | $1,468,182 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $33,173 | $17,779 | $4,781 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
6 grants across all recorded years
Open Grants
2 open opportunities from Association of Investment Management
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Robert a Toigo Foundation ($30,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ROBERT A TOIGO FOUNDATION OAKLAND, CA | 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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MATTHEW A PAWLAK | PRESIDENT | 1 | — |
| CHRISTA MAXWELL | VICE PRESIDENT | 1 | — |
| CLAUDETTE GRANT | TREASURER | 1 | — |
| ANTHONY BUSCEMI | EMERITUS PRESIDENT | 1 | — |
| BETH BREWER | BOARD MEMBER | 1 | — |
| SEAN CLARK | BOARD MEMBER | 1 | — |
| PETER CRIVELLI | BOARD MEMBER | 1 | — |
| MOLLY GIFFEN | BOARD MEMBER | 1 | — |
| RAMON GONZALEZ | BOARD MEMBER | 1 | — |
| GREG GRAZIANO | BOARD MEMBER | 1 | — |
| BRAD HAUGHEY | BOARD MEMBER | 1 | — |
| MAUREEN KENNEDY HAYS | BOARD MEMBER | 1 | — |
| CHRISTY MCKEE | BOARD MEMBER | 1 | — |
| MICHAEL PECK | BOARD MEMBER | 1 | — |
| JENNIFER PITTMAN | BOARD MEMBER | 1 | — |
| CHELSEA RAMOS | BOARD MEMBER | 1 | — |
| MICHELLE RIFFELMACHER | BOARD MEMBER | 1 | — |
| RICHARD SHUSMAN | BOARD MEMBER | 1 | — |
| CHARLOTTE WALSH | SECRETARY | 1 | — |
| MELISSA SMITH | BOARD MEMBER | 1 | — |
| JAMES STAFFORD | BOARD MEMBER | 1 | — |
| JAY WILTSHIRE | BOARD MEMBER | 1 | — |
| ADAM GERENTINE | FORMER EMIERTUS PRESIDENT | 1 | — |
| CHELSEA CARBONEL | FORMER BOARD MEMBER | 1 | — |
| LEWIS DEL PONTE | FORMER BOARD MEMBER | 1 | — |
| KEITH WOSNESKI | FORMER BOARD MEMBER | 1 | — |
| AMI E FOX | FORMER BOARD MEMBER | 1 | — |
| KERRA SMITH | FORMER BOARD MEMBER | 1 | — |
| MARK A SULLIVAN | FORMER BOARD MEMBER | 1 | — |
| DEREK M TUBBS | FORMER BOARD MEMBER | 1 | — |
Frequently Asked Questions
How large is Association of Investment Management?
As of 2024, Association of Investment Management holds $1.2M in total assets with $1.5M in annual revenue. It awarded 1 grants totaling $30K in 2024.
Where does Association of Investment Management operate?
Association of Investment Management has awarded grants in California, Florida.
What size grants does Association of Investment Management award?
In 2024, Association of Investment Management awarded 1 grants totaling $30K — an average of about $30K per grant, based on its IRS Form 990 filings.
What is Association of Investment Management's EIN?
Association of Investment Management's EIN (Employer Identification Number) is 04-9033006. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Association of Investment Management's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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