NAPFA appoints Kathryn Dattomo as new CEO

Kathryn A. Dattomo will become the executive director of the National Association of Personal Financial Advisers next month, the organization said on Monday.

Dattomo will take over as leader of NAPFA on March 13, in a position that was opened following the departure of former CEO Jeffrey Brown in November. Brown, who has served as CEO of NAPFA since 2013, became CEO of the Illinois CPA Society in December.

Dattomo joined NAPFA from the American Association of Neurological Surgeons, where she was director of development and chair of the Neurosurgical Research and Education Foundation. Prior to that, she worked for the American Society for Gastrointestinal Endoscopy for 15 years and chaired its foundation.

“As a veteran of the association, I am thrilled to be joining NAPFA, the leading organization for paid financial advisors,” Dattomo said in a statement. “NAPFA’s commitment to the professional development and success of members reflects my own values, and I look forward to supporting the organization’s strong priorities and expanding its capabilities to advance NAPFA, the member community, and the financial planning profession.”

The NAPFA statement highlights Dattomo’s “extensive experience” in strategic planning, non-contribution revenue, marketing, educational programs, and member recruitment for associations. He also said she would lead his efforts in “key areas” including advocacy, diversity, equality and inclusion, and professional excellence.

“Katherine’s strategic approach and her long and distinguished career in the association management community make her an ideal candidate to lead NAPFA in its next phase of development,” NAPFA Chairman Geoff Johns said in a statement.

Based in Chicago and founded in 1983, the organization has over 4,500 members. In 2012, a decision was made to accept only new members qualified as a Certified Financial Planner. According to the latest IRS Form 990, in 2020 NAPFA generated $2.8 million in revenue and $95,216 in profit.

“We provide networking opportunities, education, business development, and advocacy to advance the success of paid comprehensive financial advisors,” the NAPFA Form 990 states.

Content Source

News Press Ohio – Latest News:
Columbus Local News || Cleveland Local News || Ohio State News || National News || Money and Economy News || Entertainment News || Tech News || Environment News

Related Articles

Back to top button