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Name
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Baer, Kari A. CFA
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Click anywhere outside this box to close.
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Company
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Reilly, Fisher & Solomon, P.A.
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| Address 1
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4950 W Kennedy Blvd Ste. 610
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| Address 2
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| City State Zip
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Tampa, FL 33609
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| Phone
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| FAX
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| E-Mail
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keanderson1986@gmail.com
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| website
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| Member of
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CFA Tampa Bay
Affiliation
Board of Directors
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| Position
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President
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Name
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Walker, Jeffrey J. CFA
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Click anywhere outside this box to close.
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Company
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Global Financial Private Capital, LLC
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| Address 1
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501 N Cattleman Rd STE. 1066
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| Address 2
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| City State Zip
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Sarasota, FL 34232
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| Phone
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(941) 400 6436
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| FAX
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| E-Mail
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jeffreyjwalker@gmail.com
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| website
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http://gf-pc.com
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| Member of
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CFA Tampa Bay
Affiliation
Board of Directors
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| Position
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President-Elect
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Name
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Goodless, David H. CFA
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Click anywhere outside this box to close.
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Company
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Global Financial Private Capital, LLC
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| Address 1
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501 N Cattlemen Rd Ste 106
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| Address 2
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| City State Zip
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Sarasota, FL 34232
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| Phone
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(941) 822 3566
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| FAX
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| E-Mail
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davidgoodless@gmail.com
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| website
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| Member of
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CFA Tampa Bay
Affiliation
Board of Directors
|
| Position
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Treasurer
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Name
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Peacock, Kendall Paul CFA, CAIA
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Click anywhere outside this box to close.
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Company
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Northern Trust
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| Address 1
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1515 Ringling Blvd
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| Address 2
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| City State Zip
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Sarasota, FL 34236
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| Phone
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(941) 329 2614
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| FAX
|
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(941) 953 2559
|
| E-Mail
|
|
kp178@ntrs.com
|
| website
|
|
|
| Member of
|
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CFA Tampa Bay
Affiliation
Board of Directors
|
| Position
|
Immediate Past President
|
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Name
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Givens, R. Scott CFA
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Click anywhere outside this box to close.
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Company
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BNY Mellon Wealth Management
|
| Address 1
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4488 Boy Scout Blvd Ste 350
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| Address 2
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| City State Zip
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Tampa, FL 33607
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| Phone
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(813) 405 1273
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| FAX
|
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(813) 405 1221
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| E-Mail
|
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scott.givens@bnymellon.com
|
| website
|
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| Member of
|
|
CFA Tampa Bay
Affiliation
Board of Directors
|
| Position
|
Directory, Advocacy
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Name
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Phethean, Barbara A.
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Click anywhere outside this box to close.
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Company
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RBC Captial Markets
|
| Address 1
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100 2nd Ave S Ste 800
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| Address 2
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| City State Zip
|
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Saint Petersburg, FL 33701
|
| Phone
|
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(727) 895 8805
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| FAX
|
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| E-Mail
|
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baphethean@gmail.com
|
| website
|
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|
| Member of
|
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CFA Tampa Bay
Affiliation
Board of Directors
|
| Position
|
Director, Member Services
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Name
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Brown, Travis J. CFA
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Click anywhere outside this box to close.
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Company
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Sabal Trust
|
| Address 1
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101 Central Ave
|
| Address 2
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| City State Zip
|
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Saint Petersburg, FL 33701
|
| Phone
|
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(727) 824 8711
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| FAX
|
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(727) 822 3423
|
| E-Mail
|
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tbrown@sabaltrust.com
|
| website
|
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|
| Member of
|
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CFA Tampa Bay
Affiliation
Board of Directors
|
| Position
|
Director At Large
|
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Name
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Ingram, Marcus A. PhD, CFA
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Bio
Click anywhere outside this box to close.
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Company
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Sykes College of Business University of Tampa
|
| Address 1
|
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1264 Ribolla Dr
|
| Address 2
|
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|
| City State Zip
|
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Palm Harbor, FL 34683
|
| Phone
|
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(813) 257 3834
|
| FAX
|
|
|
| E-Mail
|
|
mingram@ut.edu
|
| website
|
|
|
| Member of
|
|
CFA Tampa Bay
Affiliation
Board of Directors
|
| Position
|
Director At Large
|
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Name
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Kard, Charles H. CFA, CFP
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Click anywhere outside this box to close.
|
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Company
|
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Sabal Trust
|
| Address 1
|
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PO Box 16508
|
| Address 2
|
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|
| City State Zip
|
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Saint Petersburg, FL 33733
|
| Phone
|
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(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
|
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Name
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Neujahr, Gail Joan CFA
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Click anywhere outside this box to close.
|
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Company
|
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|
| Address 1
|
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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
|
|
|
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Name
|
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Szczeblewski, Marcin P. CFA
|
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|
|
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Click anywhere outside this box to close.
|
|
Company
|
|
FairWarning
|
| Address 1
|
|
12050 104th Ct
|
| Address 2
|
|
|
| City State Zip
|
|
Largo, FL 33764
|
| Phone
|
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(727) 424 5105
|
| FAX
|
|
|
| E-Mail
|
|
mpszczeblewski@gmail.com
|
| website
|
|
|
| Member of
|
|
CFA Tampa Bay
Affiliation
Board of Directors
|
| Position
|
Director At Large
|
|
|
|
|
|
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Name
|
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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 |
|
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