CFA Tampa Bay Directory




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Viewing: Organization: CFA Tampa Bay, Affiliation: Board of Directors, End After 3/19/2019, Grace Days: 0




  ID 1402
Name Peacock, Kendall Paul CFA, CAIA
Peacock, Kendall Paul CFA, CAIA




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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 President








  ID 2393
Name Baer, Kari A. CFA
Baer, Kari A. CFA




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Company Reilly, Fisher & Solomon, P.A.
Address 1 4950 W Kennedy Blvd Ste 610
Address 2
City State Zip Tampa, FL 33609-1833
Phone (813) 491 0001
FAX
E-Mail kbaer@rfs-pa.com
website http://www.rfs-pa.com/
Member of CFA Tampa Bay   Affiliation Board of Directors
Position President-Elect








  ID 1382
Name Komiskey, Garrett Wayne CFA
Komiskey, Garrett Wayne CFA




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Company Cabrera Capital Markets, LLC
Address 1 4503 OLD SAYBROOK AVE
Address 2
City State Zip TAMPA, FL 33624 4513
Phone
FAX
E-Mail gkomiskey@gmail.com
website
Member of CFA Tampa Bay   Affiliation Board of Directors
Position Treasurer








  ID 1906
Name Walker, Jeffrey J. CFA
Walker, Jeffrey J. CFA




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Company Global Financial Private Capital, LLC
Address 1 1501 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 Secretary








  ID 660
Name Kard, Charles H. CFA, CFP
Kard, Charles H. CFA, CFP




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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 Immediate Past President








  ID 632
Name Givens, R. Scott CFA
Givens, R. Scott CFA




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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








  ID 546
Name Phethean, Barbara A.
Phethean, Barbara A.




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Company RBC Wealth Management
Address 1 100 2nd Ave S Ste 800
Address 2
City State Zip Saint Petersburg, FL 33701
Phone (727) 895 8805
FAX
E-Mail barbara.phethean@rbc.com
website
Member of CFA Tampa Bay   Affiliation Board of Directors
Position Director, Member Services








  ID 2611
Name Goodless, David H. CFA
Goodless, David H. CFA




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Company Global Financial Private Capital, LLC
Address 1 2080 Ringling Blvd
Address 2
City State Zip Sarasota, FL 34237
Phone (941) 822 3566
FAX
E-Mail davidgoodless@gmail.com
website
Member of CFA Tampa Bay   Affiliation Board of Directors
Position Director At Large








  ID 543
Name Ingram, Marcus A. PhD, CFA
Ingram, Marcus A. PhD, CFA


Bio


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Company Sykes College of Business University of Tampa
Address 1 1264 Ribolla Dr
Address 2
City State Zip Palm Harbor, FL 34683
Phone (813) 257 3834
FAX
E-Mail mingram@ut.edu
website
Member of CFA Tampa Bay   Affiliation Board of Directors
Position Director At Large








  ID 3498
Name Neujahr, Gail Joan CFA
Neujahr, Gail Joan CFA




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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








  ID 2343
Name Padilla, Benjamin G. CFA, CMT
Padilla, Benjamin G. CFA, CMT


Bio


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Company Northern Trust Company
Address 1 1515 Ringling Blvd
Address 2
City State Zip Sarasota, FL 34236
Phone (941) 329 2621
FAX
E-Mail benp0728@gmail.com
website
Member of CFA Tampa Bay   Affiliation Board of Directors
Position Director At Large








  ID 2038
Name Szczeblewski, Marcin P. CFA
Szczeblewski, Marcin P. CFA




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Company KnowBe4
Address 1 33 N Garden Ave Ste 1200
Address 2
City State Zip Clearwater, FL 33755
Phone (727) 424 5105
FAX
E-Mail mpszczeblewski@gmail.com
website
Member of CFA Tampa Bay   Affiliation Board of Directors
Position Director At Large








  ID 655
Name Weiss, Lisa Robinson CFA
Weiss, Lisa Robinson CFA




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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








  ID 852
Name Brown, Christine
Brown, Christine




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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
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