Participation in all Orlando Chapter Meetings qualifies you for 3 MTA Continuing Education (CE) Credits.
Robert C. Brett, CFP, CMT
Robert Brett, who holds a Chartered Market Technician (CMT) designation, is a First Vice President and Portfolio Management Director within The Citrus Group of Morgan Stanley Wealth Management. A native Floridian, Robert has been providing highly customized investment solutions and financial planning services to clients for more than 14 years. Robert joined Morgan Stanley in
Chad MacInnes is an independent technical analyst and trader with more than 12 years of financial market experience in trading and risk management. Prior to entering the investment industry, Chad had a decade of law enforcement experience, was an airline captain and FAA check airman, and served in the US Army as an infantryman and OCS candidate. He is an instructor pilot and
Johnny Gibson, CMT, CFA
Johnny Gibson, who holds a Chartered Market Technician (CMT) designation, is a Portfolio Manger at US Trust in Orlando. Johnny employs a fusion approach to investment management, combining the fundamental and technical analysis disciplines to determine strong intrinsic value while managing price behavior and market volatility. Prior to his role at US Trust, Johnny managed
Syed Rivzi is a Managing Partner at AlphaQ Advisors Investment Management. As an analyst at AlphaQ, he is responsible for all aspects of portfolio management, including tactical asset allocation, security selection, trading and risk management. He is also responsible for developing and improving the firm's investment processes. Prior to AlphaQ, Syed was Director of Research at
Striving to further the profession with diverse opportunities in continuing education, advocacy, ethics awareness, and networking.