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Viewing: Organization: CFA Tampa Bay, Affiliation: Board of Directors, End After 4/19/2021, Grace Days: 0
Walker, Jeffrey J. CFA
AssetMark

Walker, Jeffrey J. CFA Sarasota, FL
(941) 400 6436

Board of Directors, President
Neujahr, Gail Joan CFA
Caldwell Trust Company

Neujahr, Gail Joan CFA 1330 Clubview Ct
 Venice, FL 34292
 (720) 261 4130

Board of Directors, President-Elect
Walton, Adam CFA
Eagle Asset Management

Walton, Adam CFA 880 Carillon Parkway
 Saint Petersburg, FL 33716
 (727) 573 3864

Email
Board of Directors, Treasurer
Brown, Travis J. CFA
Sabal Trust

Brown, Travis J. CFA 101 Central Ave
 Saint Petersburg, FL 33701
 (727) 824 8711

Board of Directors, Secretary
Baer, Kari A. CFA
Reilly, Fisher & Solomon, P.A.

Baer, Kari A. CFA 4950 W Kennedy Blvd Ste. 610
 Tampa, FL 33609

Board of Directors, Immediate Past President
Givens, R. Scott CFA
BNY Mellon Wealth Management

Givens, R. Scott CFA 4488 Boy Scout Blvd Ste 350
 Tampa, FL 33607
 (813) 405 1273

Board of Directors, Directory, Advocacy
Phethean, Barbara A.

Phethean, Barbara A. 430 3rd Ave S #476
 Saint Petersburg, FL 33701
 (727) 895 8805

Board of Directors, Director, Member Services
Dong, Huijian PhD, CFA, CAIA
USF - St Petersburg

Dong, Huijian PhD, CFA, CAIA College of Business
 140 7TH AVE S
 Saint Petersburg, FL 33701

Email
Board of Directors, Director, University Relations
Grimard, Maxwell R. CFA
Evercore Wealth Management

Grimard, Maxwell R. CFA 1190 E Washington St
 Tampa, FL 33602 3706

Email
Board of Directors, Director At Large
Kard, Charles H. CFA, CFP
Sabal Trust

Kard, Charles H. CFA, CFP PO Box 16508
 Saint Petersburg, FL 33733
 (727) 828 0547

Board of Directors, Director At Large
Weiss, Lisa Robinson CFA
Regions Bank

Weiss, Lisa Robinson CFA 4128 W Kennedy Blvd Ste 200
 Tampa, FL 33609
 (813) 639 3421

Board of Directors, Director At Large
Brown, Christine
Ideas Inc.

Brown, Christine 12191 W Linebaugh Ave
 Tampa, FL 33626
 (866) 730 4530

Email
 Website
Board of Directors, Society Administrator
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