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Presidents Council Representatives

Purpose

The Presidents Council is made up of a chair and an elected representative from each society region. These PCRs facilitate communication between member societies and the Board of Governors.

Members

Jennifer Garbowicz
,
CFA, CIPM
West Florida Market President, BNY Mellon Wealth Management
Jennifer Garbowicz is a Senior Vice President and Private Client Advisor with Bank of America Private Bank based in St. Petersburg, Florida. She leads a team of seasoned professionals who work closely with clients to create strategies for managing the complexities of significant wealth, today and for future generations, and is committed to placing clients’ dreams, goals, and priorities first. Together with her team, Jennifer can provide a range of services uniquely tailored to each client’s objectives, including strategies for investment management, preparing for liquidity events and philanthropy, trust and estate planning services and credit solutions.

Jennifer enjoyed a ten-year career in the healthcare industry, and has almost two decades of wealth management experience. She joined the Private Bank (formerly U.S. Trust) in 2019 from an independent trust and investment management firm, where she was a principal. In that role, she managed portfolios that included equities and fixed-income assets for high-net-worth individuals, trusts, and charitable organizations. She also served on the investment committee and was responsible for developing new client relationships.

Jennifer earned a B.A. degree in management at Eckerd College and an M.B.A. with a finance concentration at the University of Tampa. She is a graduate of the ABA National Trust School and completed a certificate program in leadership and strategic impact at the Tuck School of Business at Dartmouth College. In addition, Jennifer Garbowicz is a CFA® charterholder and is a member of the CFA Institute.

Passionate about her community, Jennifer has been involved with many non-profit organizations. She has served on the board of trustees of St. Anthony's Hospital Foundation and American Stage Theatre Company, and currently serves as a board member of the Florida Holocaust Museum and Homeless Empowerment Program. In addition, she serves as chair of the Board of Trustees for HCA Florida St. Petersburg Hospital, and is on the advisory board of both Webtalk, Inc. and Airyvl. Jennifer is a past president of the board of directors of CFA® Society Tampa Bay, and was elected by her peers through CFA® Institute as the chair of the Presidents Council after serving two consecutive terms as the Presidents Council Representative for the Southeastern U.S. Region.
Jennifer Garbowicz
Inna Zorina
,
CFA
Image of Inna-Zorina
Jason Lee
,
CFA
Director, Atticus Capital Managers Sdn Bhd
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Barbara Mainzer
,
CFA

Professor of Wealth Management, Torcuato Di Tella University (Argentina), ORT University (Uruguay) Speaker, Independent Advisor and Columnist

Barbara Mainzer, CFA, is a Professor of Finance at Torcuato Di Tella in Argentina, where she teaches Wealth Management at the MBA, and is the Director of Wealth Management in the Executive Education School. In her 27 year tenure as University Professor, she held the roles of Associate Chair of Finance, Capital Markets and Academic Coordinator of Finance at ORT University in Uruguay, where she taught for more than 20 years. 
She is currently speaker and independent Advisor to Finance and Wealth Management Institutions and Columnist for El Observador and VTV. 
Her experience in private banking includes client service, portfolio analysis, fiduciary and business management roles with institutions such as Merrill Lynch, where she held the position of Sales Manager for Argentina, Chile and Uruguay and with Julius Bär where she was business manager for the Latin America Southern Cone and Head of the local Uruguayan Office. She holds an Economics Degree from Universidad de la República (Uruguay).

Barbara Mainzer
Jessie Bobinski
,
CFA
Investment Counsellor, Burgundy Asset Management Ltd.
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Loukas Dedes
,
CFA
Banking Supervision, Bank of Greece
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Shirley Ogden
,
CFA
Director of Investments, Lee Financial Corporation Dallas, TX
Shirley Ogden
Greg Filbeck
,
CFA, CIPM
Director, Black School of Business Samuel P. Black III Professor of Finance and Risk Management Penn State Erie, the Behrend College
Greg Filbeck
Mahmoud Nawar
,
CFA
Vice President, Dept Capital Markets, GIB Capital
Mahmoud Nawar
Kevin Chiappetta
,
CFA
Senior Vice President Investment Services, Corporate Central Credit Union
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George Chen
,
CFA
Manager, Red Tortoise, LLC
George Chen
Chris Dreyer
,
CFA
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John Carter
,
CFA
Edward Jones Trust Company
John Carter

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