Viewing: Organization: CFA Tampa Bay, Affiliation: Board of Directors, End After 7/15/2025

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    Showing 1 - 12 of 12 found (Page 1 of 1)


Wallace, Jonathan Francis CFA, CAIA
Raymond James
Wallace, Jonathan Francis CFA, CAIA 880 Carillon Parkway
Saint Petersburg, FL 33716
Email
Kard, Charles H. CFA, CFP®
Adelphi Trust Company
Kard, Charles H. CFA, CFP® 100 2nd Ave S Ste 1204C
Saint Petersburg, FL 33701
(727) 955 1055
Gittleman, Tieler E. CFA, CFP®
Northern Trust
Gittleman, Tieler E. CFA, CFP® 1515 Ringling Blvd
Sarasota, FL 34236
Email
Brown, Travis John CFA
Hancock Whitney Wealth Management
Brown, Travis John CFA 101 Central Ave
Saint Petersburg, FL 33701
(727) 824 8711
Chen, Gaole PhD
University of South Florida
Chen, Gaole PhD Muma College of Business
4202 E Fowler Ave BSN 3133
Tampa, FL 33620
(813) 974 6314
Email
Baer, Kari A. CFA, CFP®
Fifth Third Wealth Advisors
Baer, Kari A. CFA, CFP® 400 N Ashley Dr Ste 1900
Tampa, FL 33602
(813) 666 4465
Website
Bennett, David L. CFA, CFP®
Unify Financial Advisors
Bennett, David L. CFA, CFP® 1455 S Fort Harrison Ave Ste 205
Clearwater, FL 33756
(727) 306 0299
Email
Website
Goodman, Sue Ryan DBA, CFA
University of South Florida
Goodman, Sue Ryan DBA, CFA Email
Grimard, Maxwell R. CFA
Evercore Wealth Management
Grimard, Maxwell R. CFA 4030 Boy Scout Blvd Ste 475
Tampa, FL 33607
(813) 313 1361
Johnson, Joel Anthony CFA, CFP®, CAIA, CPWA®, CEPA®
Four Thought Private Wealth
Johnson, Joel Anthony CFA, CFP®, CAIA, CPWA®, CEPA® 310 W Venice Ave Ste 201
Venice, FL 34285
(941) 408 8557
Email
Website
Walker, Jeffrey J. CFA
AssetMark, Inc.
Walker, Jeffrey J. CFA Sarasota, FL 34239
(941) 400 6436
Brown, Christine
Ideas Inc.
Brown, Christine 12191 W Linebaugh Ave #312
Tampa, FL 33626
(813) 854 3759
Email
Website

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