|
|
|
|
|
|
Name
|
|
Baer, Kari A. CFA
|
|
|
|
Click anywhere outside this box to close.
|
|
Company
|
|
AGW Capital Advisors
|
| Address 1
|
|
511 W Bay St Ste 310
|
| Address 2
|
|
|
| City State Zip
|
|
Tampa, FL 33606
|
| Phone
|
|
|
| FAX
|
|
|
| E-Mail
|
|
keanderson1986@gmail.com
|
| website
|
|
|
| Member of
|
|
CFA Tampa Bay
Affiliation
Board of Directors
|
| Position
|
President
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Name
|
|
Walker, Jeffrey J. CFA
|
|
|
|
Click anywhere outside this box to close.
|
|
Company
|
|
Global Financial Private Capital, LLC
|
| Address 1
|
|
501 N Cattleman Rd STE. 1066
|
| Address 2
|
|
|
| City State Zip
|
|
Sarasota, FL 34232
|
| Phone
|
|
(941) 400 6436
|
| FAX
|
|
|
| E-Mail
|
|
jeffreyjwalker@gmail.com
|
| website
|
|
http://gf-pc.com
|
| Member of
|
|
CFA Tampa Bay
Affiliation
Board of Directors
|
| Position
|
President-Elect
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Name
|
|
Goodless, David H. CFA
|
|
|
|
Click anywhere outside this box to close.
|
|
Company
|
|
Global Financial Private Capital, LLC
|
| Address 1
|
|
501 N Cattlemen Rd Ste 106
|
| Address 2
|
|
|
| City State Zip
|
|
Sarasota, FL 34232
|
| Phone
|
|
(941) 822 3566
|
| FAX
|
|
|
| E-Mail
|
|
davidgoodless@gmail.com
|
| website
|
|
|
| Member of
|
|
CFA Tampa Bay
Affiliation
Board of Directors
|
| Position
|
Treasurer
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Name
|
|
Peacock, Kendall Paul CFA, CAIA
|
|
|
|
Click anywhere outside this box to close.
|
|
Company
|
|
Northern Trust
|
| Address 1
|
|
1515 Ringling Blvd
|
| Address 2
|
|
|
| City State Zip
|
|
Sarasota, FL 34236
|
| Phone
|
|
(941) 329 2614
|
| FAX
|
|
(941) 953 2559
|
| E-Mail
|
|
kp178@ntrs.com
|
| website
|
|
|
| Member of
|
|
CFA Tampa Bay
Affiliation
Board of Directors
|
| Position
|
Immediate Past President
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Name
|
|
Givens, R. Scott CFA
|
|
|
|
Click anywhere outside this box to close.
|
|
Company
|
|
BNY Mellon Wealth Management
|
| Address 1
|
|
4488 Boy Scout Blvd Ste 350
|
| Address 2
|
|
|
| City State Zip
|
|
Tampa, FL 33607
|
| Phone
|
|
(813) 405 1273
|
| FAX
|
|
(813) 405 1221
|
| E-Mail
|
|
scott.givens@bnymellon.com
|
| website
|
|
|
| Member of
|
|
CFA Tampa Bay
Affiliation
Board of Directors
|
| Position
|
Directory, Advocacy
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Name
|
|
Phethean, Barbara A.
|
|
|
|
Click anywhere outside this box to close.
|
|
Company
|
|
RBC Captial Markets
|
| Address 1
|
|
100 2nd Ave S Ste 800
|
| Address 2
|
|
|
| City State Zip
|
|
Saint Petersburg, FL 33701
|
| Phone
|
|
(727) 895 8805
|
| FAX
|
|
|
| E-Mail
|
|
baphethean@gmail.com
|
| website
|
|
|
| Member of
|
|
CFA Tampa Bay
Affiliation
Board of Directors
|
| Position
|
Director, Member Services
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Name
|
|
Kard, Charles H. CFA, CFP
|
|
|
|
|
Click anywhere outside this box to close.
|
|
Company
|
|
Sabal Trust Company
|
| Address 1
|
|
PO Box 16508
|
| Address 2
|
|
|
| City State Zip
|
|
Saint Petersburg, FL 33733
|
| Phone
|
|
(727) 828 0547
|
| FAX
|
|
(727) 822 3423
|
| E-Mail
|
|
ckard@sabaltrust.com
|
| website
|
|
http://www.sabaltrust.com
|
| Member of
|
|
CFA Tampa Bay
Affiliation
Board of Directors
|
| Position
|
Director At Large
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Name
|
|
Neujahr, Gail Joan CFA
|
|
|
|
Click anywhere outside this box to close.
|
|
Company
|
|
|
| Address 1
|
|
1330 Clubview Ct
|
| Address 2
|
|
|
| City State Zip
|
|
Venice, FL 34292
|
| Phone
|
|
(720) 261 4130
|
| FAX
|
|
|
| E-Mail
|
|
gail.neujahr@gmail.com
|
| website
|
|
|
| Member of
|
|
CFA Tampa Bay
Affiliation
Board of Directors
|
| Position
|
Director At Large
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Name
|
|
Szczeblewski, Marcin P. CFA
|
|
|
|
|
Click anywhere outside this box to close.
|
|
Company
|
|
FairWarning
|
| Address 1
|
|
12050 104th Ct
|
| Address 2
|
|
|
| City State Zip
|
|
Largo, FL 33764
|
| Phone
|
|
(727) 424 5105
|
| FAX
|
|
|
| E-Mail
|
|
mpszczeblewski@gmail.com
|
| website
|
|
|
| Member of
|
|
CFA Tampa Bay
Affiliation
Board of Directors
|
| Position
|
Director At Large
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Name
|
|
Weiss, Lisa Robinson CFA
|
|
|
|
Click anywhere outside this box to close.
|
|
Company
|
|
Regions Bank
|
| Address 1
|
|
4128 W Kennedy Blvd Ste 200
|
| Address 2
|
|
|
| City State Zip
|
|
Tampa, FL 33609
|
| Phone
|
|
(813) 639 3421
|
| FAX
|
|
|
| E-Mail
|
|
lisa.weiss@regions.com
|
| website
|
|
|
| Member of
|
|
CFA Tampa Bay
Affiliation
Board of Directors
|
| Position
|
Director At Large
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Name
|
|
Brown, Christine
|
|
|
|
Click anywhere outside this box to close.
|
|
Company
|
|
Ideas Inc.
|
| Address 1
|
|
12157 W Linebaugh Ave PMB 312
|
| Address 2
|
|
|
| City State Zip
|
|
Tampa, FL 33626-1732
|
| Phone
|
|
(813) 854 3759
|
| FAX
|
|
|
| E-Mail
|
|
CFA@CFATampaBay.org
|
| website
|
|
http://ideasinc.net
|
| Member of
|
|
CFA Tampa Bay
Affiliation
Board of Directors
|
| Position
|
Society Administrator
|
|
Contact Us |
|
|
|
|
|