Viewing: Organization: CFA Tampa Bay, Affiliation: Board of Directors, End After 12/4/2022, Grace Days: 0
Walton, Adam K. MBA, CFA
Eagle Asset Management

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

Grimard, Maxwell R. CFA
Evercore Wealth Management

Grimard, Maxwell R. CFA 4030 Boy Scout Blvd Ste 475
Tampa, FL 33607
(813) 313 1361

Brown, Travis John CFA
Sabal Trust

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

Morgan, Christopher D. CFA, CFP, CAP
Members Trust

Morgan, Christopher D. CFA, CFP, CAP 14059 Riveredge Dr Ste 525
Tampa, FL 33637
(813) 215 2070

Neujahr, Gail Joan CFA
Caldwell Trust Company

Neujahr, Gail Joan CFA 1400 Centre Rd
Venice, FL 34292
(941) 493 3600

Givens, R. Scott CFA
BNY Mellon Wealth Management

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

Chen, Gaole PhD
University of South Florida

Chen, Gaole PhD 6408 MARKSTOWN DR Apt A
Tampa, FL 33617
(813) 990 9210

Baer, Kari A. CFA, CFP
BNY Mellon Wealth Management

Baer, Kari A. CFA, CFP 4488 Boy Scout Blvd Ste 350
Tampa, FL 33607
(813) 405 1239

Kard, Charles H. CFA, CFP
Sabal Trust

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

Nail, Ryan W. CFA
Carillon Tower Advisors

Nail, Ryan W. CFA 880 Carillon Parkway
Saint Petersburg, FL 33716

Walker, Jeffrey J. CFA
AssetMark, Inc.

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

Wallace, Jonathan F. CFA, CAIA
Raymond James

Wallace, Jonathan F. CFA, CAIA 880 Carillon Parkway
Saint Petersburg, FL 33716

Brown, Christine
Ideas Inc.

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

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