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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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