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Viewing: Organization: CFA Tampa Bay, Affiliation: Board of Directors, End After 5/22/2022, Grace Days: 0
Neujahr, Gail Joan CFA
Caldwell Trust Company

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

Board of Directors, President
Walton, Adam K. CFA
Eagle Asset Management

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

Board of Directors, President-Elect
Brown, Travis J. CFA
Sabal Trust

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

Board of Directors, Treasurer
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, Secretary
Walker, Jeffrey J. CFA
AssetMark, Inc.

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

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

Email
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

Board of Directors, Director At Large
Kard, Charles H. CFA, CFP
Sabal Trust

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

Board of Directors, Director At Large
Morgan, Christopher D. CFA, CFP
Members Trust

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

Board of Directors, Director At Large
Wallace, Jonathan F. CFA, CAIA
Raymond James

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

Email
Board of Directors, Director At Large
Brown, Christine
Ideas Inc.

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

Email
 Website
Board of Directors, Society Administrator
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