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James B. Murphy, CFA
President
Blackrock, Inc.
Office: (561) 366-8402

John Rice, CFP, CFA
Vice President
Keats, Connelly and Associates, LLC
Office: (561) 200-2798
Cell: (480) 560-0670

Terry S. Weissberg, CFA
Treasurer
Independent Portfolio Consultants
Office: (561) 912-1079

Luis Garcia, CFA, CIPM
Secretary
Florida Atlantic University
Office: (954) 236-1239


Ursula Auger, CFA
Membership Committee Chair
Wells Fargo Family Wealth
Office: (561) 820-1149

Neeta Balani, CFA
Education
Cell: (305) 528-9556

Phil Keating, CFA
Programs Chair
Keating Investment Management Company
Office: (561) 733-8277

Tony Lourido, CFA
Strategic Planning
Key Private Bank
Office: (561) 775-6528

Ken Parzygnat
Board Member
Cell: (954) 931-0596

Gregory C. Reynolds, CFA

Northern Trust
Office: (954) 768-4058
Cell: (561) 707-3106

Michael E. Schmidt, CFA
Placements Committee Chair


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