Viewing: Organization: CFA Tampa Bay, Affiliation: Board of Directors, End After 11/30/2023, Grace Days: 0
Grimard, Maxwell R. CFA
Evercore Wealth Management
Grimard, Maxwell R. CFA 4030 Boy Scout Blvd Ste 475
Tampa, FL 33607
(813) 313 1361
Brown, Travis John CFA
Sabal Trust
Brown, Travis John CFA 101 Central Ave
Saint Petersburg, FL 33701
(727) 824 8711
Morgan, Christopher D. CFA, CFP, CAP
Members Trust
Morgan, Christopher D. CFA, CFP, CAP 14055 Riveredge Dr Ste 525
Tampa, FL 33637
(813) 215 2070
Wallace, Jonathan F. CFA, CAIA
Raymond James
Wallace, Jonathan F. CFA, CAIA 880 Carillon Parkway
Saint Petersburg, FL 33716
Email
Walton, Adam K. MBA, CFA
Eagle Asset Management
Walton, Adam K. MBA, CFA 880 Carillon Parkway
Saint Petersburg, FL 33716
(727) 573 3864
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
BNY Mellon Wealth Management
Baer, Kari A. CFA, CFP 4488 Boy Scout Blvd Ste 350
Tampa, FL 33607
(813) 405 1239
Gittleman, Tieler E. CFA
Northern Trust
Gittleman, Tieler E. CFA 1515 Ringling Blvd
Sarasota, FL 34236
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
Nail, Ryan W. CFA
Carillon Tower Advisors
Nail, Ryan W. CFA 880 Carillon Parkway
Saint Petersburg, FL 33716
Email
Neujahr, Gail Joan CFA
Caldwell Trust Company
Neujahr, Gail Joan CFA 1400 Centre Rd
Venice, FL 34292
(941) 493 3600 310
Walker, Jeffrey J. CFA
AssetMark, Inc.
Walker, Jeffrey J. CFA Sarasota, FL
(941) 400 6436
Brown, Christine
Ideas Inc.
Brown, Christine 12191 W Linebaugh Ave #312
Tampa, FL 33626
(866) 730 4530
Email
Website
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