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Board of Directors
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Patrick McFadden, CPM®, CFP®, CIMA®

Director - Investments

Oppenheimer & Co. Inc.
P | 610 - 225 -8965
E |


William CollinsCPM®
Vice President

Assistant Vice President, 
Director of Business Strategy
Morgan Stanley

1290 Avenue of The Americas
12th Floor
New York, NY 10104
P | 212-893-7692
E |


Timothy Lynch, CPM®

Senior Portfolio Management Director

Senior Vice President

Financial Advisor 

Morgan Stanley 

518 Diagonal
Clarkson, WA 99403
P | 509-295-5175

E |


Thomas Massey, CPM®

Senior Vice President - Wealth Management
Senior Portfolio Manager

600 Superior Avenue East, 27th Floor
Cleveland, OH 44114
P | 216-736-2855
E |


Michael Ross, CPM®
Past 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
E |

Robert Brooks


Head of National Sales
Deutsche Bank
Deutsche Asset Management

E |

Allen Canete, CPM®

First Vice President - Wealth Management
Branch Manager
Certified Portfolio Manager (CPM®)

UBS Financials Services
726 St. Joseph Street
Rapid City, SD 57701
P | 605-343-4155
E |


William Lewis, Jr., CPM®

Vice President
Wealth Management Advisor

Merrill Lynch
600 Baltimore Drive
Wilkes-Barre, PA 18702
P | 570-829-8026
E |

William Lewis

Kelly Rushing, CPM®

Managing Director
U.S. Capital Advisors LLC
4444 Westheimer Road, Suite G500
Houston, TX 77027
P | 713-343-4964
E |


Harvey Snider, CPM®

Wealth Management Advisor

Merrill Lynch
333 North Point Center East, Suite 400
Alpharetta, Georgia 30022
P | 678-746-5699

E |

Travis Tucker, CPM®

Founding Partner
Steward Partners Global Advisory
300 Brickstone Square, Suite 1006
Andover, MA 01810
P | 978-809-3726
E |

Dr. Linda Weitz-Stone, CFP®,CPM®, ADPA®

Vice President
Wealth Management Advisor
Senior Portfolio Manager
Merrill Lynch
450 E. Las Olas Blvd., Suite 1000
Fort Lauderdale, FL 33301
P | 954-357-4503
E |

Linda Weitz-Stone


9/26/2018 » 9/28/2018
2018 Annual Conference

Why Earn the CPM?

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