Financial Management Association

The University of Alabama at Birmingham
Financial Management Association

Recent Events


Phillip Earle, CFA, 2nd VP - Fixed Annuity and Asset Projections at Protective Life Insurance Company

Phillip Earle explained the very unusual career path that he took to get to the position he is in now. He also discussed the insurance business in detail while explaining the reasons why Protective Life has performed so well in the 20+ years he has worked there.


Maria Burke, Forecasting Manager at Alabama Power

For our first event of the Fall 2019 semester, we were honored to host Maria Burke, Energy and Revenue Forecasting Manager at Alabama Power. We learned about forecasting models and the considerations that are unique to utility companies.


Joey Azar, Managing Director, Partner at Shannon Waltchack

Joey Azar is a real estate investor, serving in the capacity of Managing  Director at Shannon Waltchack. Shannon Waltchack is a commercial real estate firm actively developing, acquiring and managing real estate  throughout the Southeast.  


Jonathan Hollingsworth and David Lutomski, SA Stone Wealth Management Inc.

Jonathan Hollingsworth, Investment Advisory Consultant, and David Lutomski, Investment Analyst, at SA Stone Wealth Management visited the FMA to help students understand the wealth management business from two very different perspectives.


Carey Rome, CEO of Cypress Resources

CEO Carey Rome spoke about his strategy implementation process and the difficulties firms face when implementing strategies. Cypress Resources is a consulting firm that assists organizations throughout the strategic process.


Marshall Worthington, SVP ServisFirst Bank

Marshal Worthington, Senior Vice President at ServisFirst Bank, is the manager of the mortgage division at ServisFirst and serves as Secretary/Treasurer of the Mortgage Bankers Association of Alabama. He explained the differences in mortgage banking before and after the Dodd-Frank Act.


James Howle, FleetCor

Our kickoff event for the 2019 semester, we were able to learn about mergers and acquisitions from James Howle, SVP of corporate development at publicly-traded payroll services firm FleetCor. 


Carter Bryars, CFO of Daniel Corp

Carter Bryars, CFO of commercial real estate firm Daniel Corporation, walked us through the deal structuring process for their new multi-family residential development in Greenville, South Carolina.