The AM&AA maintains an up-to-date directory of individuals who have earned the CM&AA® certification.
To view a certification holder's status, simply enter an individual's first and last name, company, or profession, in the search fields below and a list of matches will be displayed.
| First Name | Last Name | Company | CM&AA® Issue | CM&AA® Expiry | |
|---|---|---|---|---|---|
| Teresa | Cherry | The Family Wealth Collective | http://www.linkedin.com/in/teresa-cherry-0843251/ | February 5, 2004 | January 1, 2027 |
| Shea | Hancock | The Hancock Firm LLC | http://www.linkedin.com/in/shea-hancock-93261b33/ | May 30, 2014 | July 1, 2026 |
| James | Marlow | The Malibu Management Group, LLC | (not set) | December 14, 2012 | January 1, 2027 |
| Luis | de la prida | The NYBB Group | http://www.linkedin.com/in/ldelaprida | May 22, 2014 | February 1, 2026 |
| Anthony | Citrolo | The NYBB Group | http://www.linkedin.com/in/anthonycitrolo/ | December 5, 2011 | June 1, 2026 |
| Xavier | Staggs | The Raivax Group | https://www.linkedin.com/in/xavierstaggs/ | June 9, 2024 | February 1, 2026 |
| Paul | Chastant | The Sisung Group | http://www.linkedin.com/in/paul-thomas-chastant-iii-b423b826/ | November 1, 2014 | January 1, 2027 |
| Robert | Piacitelli | ThirdSide Capital llc | http://www.linkedin.com/in/rpiacitelli/ | August 27, 2020 | April 1, 2026 |
| Cary | Lucas | Tiger Wealth Strategies, LLC | (not set) | (not set) | October 1, 2026 |
| Janet | Tyler | TobinLeff | https://www.linkedin.com/in/janettyler/ | September 21, 2024 | January 1, 2027 |
| Mark | Griffin | Topsail Capital Advisors | http://www.linkedin.com/in/griffinpropertysolutions/ | April 3, 2022 | January 1, 2027 |
| John | Ravis | Transworld | https://www.linkedin.com/in/john-ravis-557b155a/ | (not set) | April 1, 2026 |
| John | Woodhull | Transworld Business Advisors | https://www.linkedin.com/in/john-woodhull-883309/ | September 24, 2024 | September 1, 2026 |
| Moe | Hassan | Transworld Business Advisors | http://www.linkedin.com/in/moe-hassan-16634a64/ | July 18, 2022 | April 1, 2026 |
| Hitesh | Patel | Transworld Business Advisors | http://www.linkedin.com/in/hiteshpateltransworld/ | May 5, 2018 | February 1, 2026 |
| Gary | Goldwasser | Transworld Business Advisors | http://www.linkedin.com/in/gary-goldwasser/ | April 16, 2024 | March 1, 2026 |
| Charley | Mitchell | Transworld Business Advisors | (not set) | (not set) | September 1, 2026 |
| Mike | Kreiger | Transworld Business Advisors of Colorado | https://www.linkedin.com/in/mikekrieger100 | September 23, 2024 | September 1, 2026 |
| Jim | DeShayes | Transworld Business Advisors of Colorado | https://www.linkedin.com/in/jim-deshayes-675a4b4/ | September 18, 2024 | August 1, 2026 |
| Nathan | Willis | Transworld Business Advisors of Colorado | (not set) | November 20, 2023 | October 1, 2026 |
| Elise | Mariner | Transworld Business Advisors of Colorado | (not set) | September 20, 2024 | August 1, 2026 |
| Keith | Marlow | Transworld Business Advisors of Colorado | (not set) | September 16, 2024 | August 1, 2026 |
| Alex | Dvorak | Transworld Business Advisors of Colorado | (not set) | September 16, 2024 | August 1, 2026 |
| Roger | Smolik | Transworld Business Advisors of Colorado | (not set) | September 11, 2024 | August 1, 2026 |
| Jerry | Butz | TREP Advisors | https://www.linkedin.com/in/gerold-butz-bb41aa26b/ | (not set) | August 1, 2026 |
| Gerald | Kong | Trinity Transaction Advisory, LLC | http://www.linkedin.com/in/gerald-kong-6638295/ | March 10, 2017 | August 1, 2026 |
| Brian | Wassell | Trout CPA | http://www.linkedin.com/in/brianwassell/ | October 1, 2013 | January 1, 2027 |
| Alex | Ristevski | Truist | (not set) | December 22, 2022 | September 1, 2026 |
| Steven | Young | UBS Financial Services Inc. | http://www.linkedin.com/in/stevenyoungubs | April 2, 2023 | February 1, 2026 |
| Michael | Landers | UHY LLP | https://www.linkedin.com/in/michael-landers-3646358/ | April 14, 2024 | March 1, 2026 |
| Fahad | Murtaza | UHY LLP | (not set) | April 28, 2024 | March 1, 2026 |
| Jimmy | Cruse | UNCOMN, LLC | https://www.linkedin.com/in/jimmycruse/ | May 28, 2024 | March 1, 2026 |
| Jorge | Junquera | United Surety and Indemnity Company (USIC) | https://www.linkedin.com/in/jorge-junquera-0aa9a52/ | October 1, 2014 | December 1, 2026 |
| Derek | Garland | U.S. Bank | http://www.linkedin.com/in/derek-j-garland-cfp®-07723024/ | August 20, 2020 | May 1, 2026 |
| Angela | Uttaro | Uttaro Consulting | http://www.Linkedin.com/in/angela-uttaro | April 28, 2021 | April 1, 2026 |
| Chris | Mellen | Valuation Research Corporation | (not set) | December 20, 2004 | January 1, 2027 |
| Steven | Egna | Valuation Resource Group | http://www.linkedin.com/in/steve-egna-a25213/ | November 14, 2008 | October 1, 2026 |
| Edward | Pratesi | Valuation & Transition Strategies, LLC | http://www.linkedin.com/in/ed-pratesi-140b762/ | February 22, 2012 | June 1, 2026 |
| Lee | Dahmer | Value Growth Consulting Group | http://www.linkedin.com/in/leedahmer/ | February 20, 2008 | January 1, 2027 |
| Priscilla | Zambrano | Vector Advisory Services LLC | (not set) | (not set) | October 1, 2026 |
| Michael | Wildeveld | Veld Mergers & Acquisitions | http://www.linkedin.com/in/michael-wildeveld-83957315/ | August 31, 2020 | February 1, 2026 |
| David | Prowse | Velorum Business Advisory | http://www.linkedin.com/in/davidprowsetoronto/ | August 24, 2020 | July 1, 2026 |
| Logan | Laux | Verdant Advisers | http://www.linkedin.com/in/logan-laux-verdant/ | October 1, 2013 | September 1, 2026 |
| David | Nelson | Verdence Capital | http://www.linkedin.com/in/david-nelson-cfa-04351932/ | August 27, 2020 | April 1, 2026 |
| Matthew | Vance | VergePointe | (not set) | June 29, 2007 | May 1, 2026 |
| Connor | Cruse | VERTESS | http://www.linkedin.com/in/connor-cruse-32aaa1100/ | November 22, 2023 | July 1, 2026 |
| Kevin | Maahs | Vertess Advisors, LLC | https://www.linkedin.com/in/kevin-maahs-2aa6aa346/ | (not set) | September 1, 2026 |
| Scott | Sandee | Vertex Planning Partners, LLC | https://www.linkedin.com/in/scottsandee/ | December 23, 2025 | October 1, 2026 |
| Brian | Agnew | Volition | BAS+ | https://www.linkedin.com/in/brianaagnew/ | November 28, 2023 | August 1, 2026 |
| Josh | Teeters | Waterloo Capital | https://www.linkedin.com/in/josh-teeters-02474a5 | November 18, 2025 | October 1, 2026 |
Questions related to the CM&AA® Directory should be directed to the AM&AA at
info@amaaonline.com or 312-856-9590.