CFA Tampa Bay - People Directory

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Viewing: Organization: CFA Tampa Bay, Affiliation: Board of Directors, End After 3/24/2023, 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

Board of Directors, President

Grimard, Maxwell R. CFA

Evercore Wealth Management

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

Board of Directors, President-Elect

Brown, Travis John CFA

Sabal Trust

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

Board of Directors, Treasurer

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

Board of Directors, Secretary

Neujahr, Gail Joan CFA

Caldwell Trust Company

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

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

Chen, Gaole PhD

University of South Florida

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

Board of Directors, Director, University Relations

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