Participation in all Orlando Chapter Meetings qualifies you for 3 MTA Continuing Education (CE) Credits.

Chapter Chairs

Robert C. Brett, CFP, CMT

First Vice President, Portfolio Management Director, The Citrus Group - 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 2007. With his colleagues, he takes a holistic approach to wealth planning. His primary

Chad MacInnes

Portfolio Manager and Trader Chad has more than eight years of financial market experience in trading and risk management. Prior to entering the investment industry, Chad has 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 serves as a Co-Chair of the Market Technicians

Johnny Gibson, CFA, CMT

Johnny Gibson, CFA, CMT Portfolio Manager, US Trust As a portfolio manager at US Trust, Johnny employs a fusion approach to investment management combining the fundamental and technical disciplines to determine strong intrinsic value while managing price behavior and market volatility. Prior to his role at US Trust, Johnny managed client accounts at Charles Schwaab. He

Syed Rizvi

Managing Partner, Alpha Q Advisors Investment Management Syed 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 RedChip Research, an equity research