ACPM Board of Directors
|
Michael Ross, CPM®
President
Senior Portfolio Management Director
Senior Vice President
Certified Portfolio Manager (Columbia University)
Morgan Stanley Smith Barney LLC
San Jose: 408-947-2295 | 800-444-4752
Bakersfield: 661-663-4632 | 800-421-2171
mike.ross@mssb.com
|
 |
|
Scott Bylsma CPM®, CFP®, CRPC®
Vice President
Wealth Management Advisor
Senior Portfolio Manager-PIA Program
Merrill Lynch Global Wealth Management
Tel 616-774-4242
scott.bylsma@ml.com
|
 |
|
Cary Wieting, CPM®
Treasurer
Senior Vice President-Investments
Financial Advisor
Senior Portfolio Manager
Merrill Lynch Wealth Management
Bank of America Corporation
32255 Northwestern Highway, Suite 260
Farmington Hills, MI 48334
Tel 888.671.0264
cary.wieting@ml.com
|
 |
|
Chuck Kennedy, Jr., CPM®
Director-at-Large
Senior Vice President
Portfolio Management Director
Eaglehead Group at Morgan Stanley Smith Barney
3280 Peachtree Road, Suite 1900
Atlanta, GA 30305
Phn: 404-266-6305
chuck.kennedy@mssb.com
|
 |
|
Paul McCauley, CPM®
Director-at-Large
Senior Vice President - Wealth Management
Senior Portfolio Manager
Financial Advisor
Madison Group at Morgan Stanley Smith Barney LLC
312 Walnut Street, Suite 1700
Cincinnati, OH 45202
(800) 543-2665
paul.mccauley@academyofcpm.org
|
 |
|
David Hoffman
Director-at-Large
Senior Account Manager
iShares Global Client Group
iShares | Blackrock
212-810-8813
david.hoffman@blackrock.com
|
 |
|
Robert Brooks
Director-at-Large
Senior Vice President
Director of Sales
Invesco PowerShares Capital Management LLC
800-983-0903
Bobby.brooks@invescopowershares.com
|
 |
|
Charles Andriole
Director-at-Large
Senior VP – Investments
Senior Portfolio Manager
The Andriole Group
Merrill Lynch
203-318-3708
Charles_Andriole@ml.com
|
 |
|
Mijanou M. Spurdle, CFP® , CPM®
Director-at-Large
Vice President- Wealth Management
Senior Portfolio Manager
Morgan Stanley Smith Barney
201 S Biscayne Blvd, Suite 2000
Miami, Fl 33131
Tel (305) 533-1731
mijanou.spurdle@mssb.com
|
|
|
Christine McGinley, CFP
Director-at-Large
|
|
|
Victor W. Lam, CPM®, CIMA®
Director-at-Large
Account Vice President
Senior Portfolio Manager
Wealth Advisor
Berner Lam Investment Group
UBS Financial Services Inc.
(503) 225-9237 • (800) 245-0990
(503) 225-0553 fax
victor.lam@ubs.com
|
 |
|
Mark T. Mulvoy (Duke)
Director-at-Large
Advisor
Constellation Wealth Advisors LLC
505 Fifth Avenue, 19th Floor
New York, NY 10017
Office: 212-697-3800
Fax: 212-661-4716
DukeM@cwallc.com
|
 |
|
Heidi Richardson
Director-at-Large
|
|
|
|
