Tampa Bay Chapter

Our primary goals are to help members improve their level of knowledge, give them access to the tools to help them better market and deliver their services, and provide them with a network of knowledgeable professionals with whom they can share information and resources.

An AM&AA chapter is a local resource for networking, education, marketing, developing professional opportunities, and thought leadership. Members are able to make face to face connections with each other, potential members and other alliance opportunities.

Tampa Bay Advisory Board

Silvana Capaldi, Founding Chair
Ispirare Group
Christopher Swink, CEPA® , Advisory Board Chair
BNY Mellon Wealth Management
Jason Baker
Tampa Bay Business & Wealth Magazine
Willard Blair
Partner, Shumaker, Loop & Kendrick, LLP
Shannon Brown
Client Development Executive, Foley & Lardner LLP
Mike Ertel
Transworld Business Advisors
Jami Gold
LCG Advisors
Paul Hays, CPA
Principal, Clifton Larson Allen
Jennifer Murphy
Seacoast Bank
Timothy A. Norstrem
Norstrem Associates
Scott Young
Highpoint CFO

 Tampa Bay Chapter Sponsors

SILVER SPONSORS


BRONZE SPONSORS 

MEDIA PARTNERS

UNIVERSITY PARTNER

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Feb
11
Tue
2020
Tampa Bay Chapter Event “Business Owners and Investors–Get Ready for 2020!” @ Palma Ceia Golf & Country Club
Feb 11 @ 8:00 am – 10:00 am

Back by popular demand, Jeffrey Mortimer returns to share his 2020 market update for business owners and investors. He’ll address the following top concerns:

  • Is the economy nearing a recession?
  • What does a low interest rate environment mean for me personally, and for my business?
  • What impact does Trade and Tariff have on the economy and businesses?
  • Do stocks have a place in my portfolio at these levels?

For over 30 years, Mortimer has been a national speaker on issues of investment strategy, financial markets, and the economy. Armed with this expertise, he draws parallels between the public and private markets, and shares key insights for business owners based upon where we are in the are in the economic cycle and M&A. He has been featured in numerous media outlets, including Barron's, Fortune, Bloomberg, and CNBC.

Learn More!
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