Viewing: Organization: CFA Tampa Bay, Affiliation: Board of Directors, End After 6/26/2026, Grace Days: 15

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Wallace, Jonathan Francis CFA, CAIA
Raymond James
Wallace, Jonathan Francis CFA, CAIA 880 Carillon Parkway
Saint Petersburg, FL 33716
Kard, Charles H. CFA, CFP®
Hancock Whitney
Kard, Charles H. CFA, CFP® Tampa, FL
Gittleman, Tieler E. CFA, CFP®
Northern Trust
Gittleman, Tieler E. CFA, CFP® 1515 Ringling Blvd
Sarasota, FL 34236
Gittleman, Tieler E. CFA, CFP®
Northern Trust
Gittleman, Tieler E. CFA, CFP® 1515 Ringling Blvd
Sarasota, FL 34236
Wallace, Jonathan Francis CFA, CAIA
Raymond James
Wallace, Jonathan Francis CFA, CAIA 880 Carillon Parkway
Saint Petersburg, FL 33716
Kard, Charles H. CFA, CFP®
Hancock Whitney
Kard, Charles H. CFA, CFP® Tampa, FL
Attal, Suresh CFA
UBS Financial
Attal, Suresh CFA 101 E Kennedy Ste 1800
Tampa, FL 33602
Website
Baer, Kari A. CFA, CFP®
Fifth Third Wealth Advisors
Baer, Kari A. CFA, CFP® 4010 W Boy Scout Blvd Ste 280
Tampa, FL 33607
Website
Bennett, David L. CFA, CFP®
Unify Financial Advisors
Bennett, David L. CFA, CFP® 1455 S Fort Harrison Ave Ste 201
Clearwater, FL 33756
Website
Goodman, Sue Ryan DBA, CFA
University of South Florida
Goodman, Sue Ryan DBA, CFA
Grimard, Maxwell R. CFA
Evercore Wealth Management
Grimard, Maxwell R. CFA 4030 Boy Scout Blvd Ste 475
Tampa, FL 33607
Johnson, Joel Anthony CFA, CFP®, CAIA, CPWA®, CEPA®, AEP®
Four Thought Private Wealth
Johnson, Joel Anthony CFA, CFP®, CAIA, CPWA®, CEPA®, AEP® 310 W Venice Ave Ste 201
Venice, FL 34285
Website
Walker, Jeffrey J. CFA
AssetMark, Inc.
Walker, Jeffrey J. CFA Sarasota, FL 34239
Brown, Christine
Ideas Inc.
Brown, Christine 12191 W Linebaugh Ave #312
Tampa, FL 33626
(813) 854 3759
Email
Website

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