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.
Association of Investment Management at a glance
In short: Association of Investment Management gave $30K across 1 grant in 2024 (avg $30K), mostly in California. Source: 2024 IRS Form 990 filing.
- Annual giving (2024)
- $30,000
- +0.0% vs 2023
- Grants made (2024)
- 1
- +0.0% vs 2023
- Average grant
- $30,000
- +0.0% vs 2023
- Median grant
- $30,000
- Total assets
- $1,168,146
- +6.4% vs 2023
- Primary geography
- California (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990 filing, 2024 View filing
Data from IRS Form 990 filing, 2024; updated September 2026.
How to apply to Association of Investment Management
Open Grants
3 open opportunities from Association of Investment Management
AIMSE Mentorship Program
Association of Investment Management
Amount
Varies
Deadline
Deadline not published
AIMSE/Toigo Scholarship
Association of Investment Management
Amount
Varies
Deadline
Deadline not published
AIMSE/Toigo Scholarship
Association of Investment Management
Amount
Varies
Deadline
Deadline not published
Who Association of Investment Management funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Robert a Toigo Foundation ($30K).
Grant Size Distribution
6 grants across all recorded years
The most common grant size was under $50K: 6 grants of 6 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How Association of Investment Management gives
- Giving held roughly steady from 2021 to 2024 (+0%). Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $30K (2021) to $35K (2020). In 2024 it made 1 grant totaling $30K.
Grants by year
Grant recipients and amounts by year
| 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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $1,168,146 | $1,453,632 | $1,328,003 | $30,000 | 1 | $33,173 |
| 2023 | $1,098,308 | $1,754,562 | $1,649,544 | $30,000 | 1 | $17,779 |
| 2022 | $865,538 | $1,309,261 | $1,468,182 | $30,000 | 1 | $4,781 |
| 2021 | $1,004,703 | $472,206 | $618,153 | $30,000 | 1 | $1,277 |
| 2020 | $1,161,735 | $733,014 | $661,769 | $35,000 | 2 | $1,291 |
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 grant totaling $30K. Net investment income was $33K.
Leadership & Key People
Officers and directors from IRS filings
Association of Investment Management is led by Matthew A. Pawlak, President since 2024 (on filings since 2020); none of the 30 officers listed in 2024 report compensation.
Officers on the 2024 filing
Matthew A. Pawlak
President
Treasurer → Vice President, 2023
Vice President → President, 2024
On filings since 2020
1 hr/week
No compensation reported
Adam Gerentine
Former Emiertus President
President → Emeritus President, 2023
Emeritus President → Former Emiertus President, 2024
On filings since 2020
1 hr/week
No compensation reported
Ami E. Fox
Former Board Member
Board Member → Former Board Member, 2024
On filings since 2020
1 hr/week
No compensation reported
Anthony Buscemi
Emeritus President
Vice President → President, 2023
President → Emeritus President, 2024
On filings since 2020
1 hr/week
No compensation reported
Christa Maxwell
Vice President
Board Member → Treasurer, 2023
Treasurer → Vice President, 2024
On filings since 2020
1 hr/week
No compensation reported
Derek M. Tubbs
Former Board Member
Board Member → Former Board Member, 2024
On filings since 2020
1 hr/week
No compensation reported
James Stafford
Board Member
On filings since 2020
1 hr/week
No compensation reported
Keith Wosneski
Former Board Member
Board Member → Former Board Member, 2024
On filings since 2020
1 hr/week
No compensation reported
Kerra Smith
Former Board Member
Board Member → Former Board Member, 2024
On filings since 2020
1 hr/week
No compensation reported
Lewis Del Ponte
Former Board Member
Board Member → Former Board Member, 2024
On filings since 2020
1 hr/week
No compensation reported
Mark A. Sullivan
Former Board Member
Board Member → Former Board Member, 2024
On filings since 2020
1 hr/week
No compensation reported
Maureen Kennedy Hays
Board Member
On filings since 2020
1 hr/week
No compensation reported
Peter Crivelli
Board Member
On filings since 2020
1 hr/week
No compensation reported
Sean Clark
Board Member
On filings since 2020
1 hr/week
No compensation reported
Chelsea Carbonel
Former Board Member
Board Member → Former Board Member, 2024
On filings since 2021
1 hr/week
No compensation reported
Claudette Grant
Treasurer
Board Member → Treasurer, 2024
On filings since 2021
1 hr/week
No compensation reported
Michael Peck
Board Member
On filings since 2021
1 hr/week
No compensation reported
Charlotte Walsh
Secretary
Board Member → Secretary, 2024
On filings since 2022
1 hr/week
No compensation reported
Jay Wiltshire
Board Member
On filings since 2022
1 hr/week
No compensation reported
Chelsea Ramos
Board Member
On filings since 2023
1 hr/week
No compensation reported
Jennifer Pittman
Board Member
On filings since 2023
1 hr/week
No compensation reported
Molly Giffen
Board Member
On filings since 2023
1 hr/week
No compensation reported
Beth Brewer
Board Member
New on the 2024 filing
1 hr/week
No compensation reported
Brad Haughey
Board Member
New on the 2024 filing
1 hr/week
No compensation reported
Christy McKee
Board Member
New on the 2024 filing
1 hr/week
No compensation reported
Greg Graziano
Board Member
New on the 2024 filing
1 hr/week
No compensation reported
Melissa Smith
Board Member
New on the 2024 filing
1 hr/week
No compensation reported
Michelle Riffelmacher
Board Member
New on the 2024 filing
1 hr/week
No compensation reported
Ramon Gonzalez
Board Member
New on the 2024 filing
1 hr/week
No compensation reported
Richard Shusman
Board Member
New on the 2024 filing
1 hr/week
No compensation reported
Former officers (8)
- Former: Gregory Bauer (2020–2022) — Board Member
- Former: Miriam Tai (2020–2022) — Emeritus President
- Former: Tasleem Jamal (2020–2022) — Board Member
- Former: Gus L. Catsavis (2020–2021) — Board Member
- Former: Kimberley A. Woolverton (2020–2021) — Board Member
- Former: Kurt Terrien (2020–2021) — Emeritus President
- Former: John P. Mirante (2020) — Board Member
- Former: Michael R. Gillis (2020) — Emeritus President
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Association of Investment Management
How much does Association of Investment Management give each year?
Association of Investment Management gave $30K across 1 grant in 2024, according to its 2024 IRS Form 990 filing. In 2023 it gave $30K across 1 grant.
How large is Association of Investment Management?
Association of Investment Management reported $1.2M in total assets on its 2024 IRS Form 990 filing. Its revenue that year was $1.5M.
Where does Association of Investment Management operate?
Association of Investment Management has awarded grants in California, Florida.
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.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 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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Association of Investment Management down — hundreds of funders to go?