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 | |
|---|---|---|---|---|---|
| James | Owens | Fortune Financial | https://www.linkedin.com/in/james-owens-cfa-cepa-12755b168/ | September 14, 2025 | September 14, 2026 |
| Roy | Page | Crossings Addiction Recovery, Inc. | (not set) | (not set) | June 1, 2026 |
| Edward | Papier | Amadeus Wealth Alternatives | http://www.linkedin.com/in/edpapier/ | August 29, 2020 | September 1, 2025 |
| Judy | Park | Self | (not set) | (not set) | September 1, 2025 |
| Mark | Parrish | Parrish Partners | (not set) | April 23, 2023 | January 1, 2026 |
| Richard | Parry | Atlantic M&A | https://www.linkedin.com/in/richard-parry-/ | March 6, 2025 | February 1, 2026 |
| Malinda | Passmore | Maximum Possibilities | http://www.linkedin.com/in/mindypassmorecfo/ | September 17, 2022 | August 1, 2026 |
| Hitesh | Patel | Transworld Business Advisors | http://www.linkedin.com/in/hiteshpateltransworld/ | May 5, 2018 | February 1, 2026 |
| Goran | Pavlovski | AWG Capital Advisory | https://www.linkedin.com/in/goranpavlovski/ | November 29, 2025 | November 29, 2026 |
| Brennan | Peck | BMSS, LLC | (not set) | November 30, 2023 | October 1, 2025 |
| Brian | Peirce | Rock Hall Partners, LLC | http://www.linkedin.com/in/brian-peirce- | (not set) | October 1, 2025 |
| Fred | Petito | Transworld Business Advisors | (not set) | March 6, 2025 | January 1, 2026 |
| Robert | Petre | McIntosh Corporation | (not set) | April 27, 2021 | March 1, 2026 |
| Nick | Phillips | BiggsKofford | (not set) | November 18, 2016 | January 1, 2026 |
| Robert | Piacitelli | ThirdSide Capital llc | http://www.linkedin.com/in/rpiacitelli/ | August 27, 2020 | April 1, 2026 |
| Wayne | Pigott | SD Capital | http://www.linkedin.com/in/wayne-pigott-24938a51/ | November 16, 2023 | August 1, 2026 |
| Kin W. | Poon | Self-Employed | http://www.linkedin.com/in/kinwpoon | September 25, 2025 | September 25, 2026 |
| George | Popelka | George M. Popelka Bookkeeping | (not set) | November 13, 2009 | May 1, 2026 |
| Denis | Potapov | DGP Capital | http://www.linkedin.com/in/denis-potapov-60950a4/ | June 8, 2022 | May 1, 2026 |
| Jeffrey | Potts | Gold Country Advisors, Inc. | https://www.linkedin.com/in/jeffrey-potts-39b9b16/ | December 12, 2022 | October 1, 2025 |
| Gokul | Prasath | Pricol Limited | (not set) | (not set) | April 1, 2026 |
| Edward | Pratesi | Valuation & Transition Strategies, LLC | http://www.linkedin.com/in/ed-pratesi-140b762/ | February 22, 2012 | June 1, 2026 |
| Cori | Preftakes | Sourcepass | https://www.linkedin.com/in/cpreftakes/ | March 6, 2025 | October 1, 2025 |
| Connor | Privitt | Real Athlete Consulting Enterprises | (not set) | March 6, 2025 | February 1, 2026 |
| David | Prowse | Velorum Business Advisory | http://www.linkedin.com/in/davidprowsetoronto/ | August 24, 2020 | July 1, 2026 |
| Donovan | Pullen | Oro Agri | http://www.linkedin.com/in/donovan-pullen-77914a6/ | February 18, 2011 | December 1, 2025 |
| George | Raftopoulos | ROI-Cubed, LLC | http://www.linkedin.com/in/george-raftopoulos-5a84683 | November 1, 2014 | May 1, 2026 |
| Overton | Ragland | Keiter CPA | https://www.linkedin.com/in/overtonragland/ | September 13, 2024 | August 1, 2026 |
| Emily | Ratcliffe | BiggsKofford | (not set) | April 3, 2022 | January 1, 2026 |
| TV | Ravichandran | Global 1 Company, Inc. | https://www.linkedin.com/in/tvravi/ | July 18, 2022 | April 1, 2026 |
| John | Ravis | Transworld | https://www.linkedin.com/in/john-ravis-557b155a/ | (not set) | April 1, 2026 |
| Michael | Reed | Republic Capital Group | http://www.linkedin.com/in/msreed948 | December 3, 2023 | September 1, 2025 |
| Walker | Reynolds | Base Camp Partners, LLC | https://www.linkedin.com/in/walkerreynolds/ | (not set) | September 1, 2025 |
| Benjamin | Rich | Rich Growth Consulting | http://www.linkedin.com/in/ben-rich-growth-expert | November 28, 2023 | September 1, 2025 |
| Robert | Richardson | GovCon Finance (Advisory) | https://www.linkedin.com/in/bob-richardson-cmaa-78a65b42/ | March 8, 2024 | November 1, 2025 |
| Mike | Ridder | Blueprint Business Advisory | (not set) | October 23, 2015 | September 1, 2025 |
| Cassidy | Riehl | VERTESS Healthcare Advisors | https://www.linkedin.com/in/cassidy-riehl-mba-737761202/ | (not set) | January 1, 2026 |
| Doug | Robbins | Robbinex Inc | (not set) | June 17, 2003 | February 1, 2026 |
| Mario | Rodriguez-Diaz | INVERVALUE COLOMBIA SA | http://www.linkedin.com/in/mariord/ | July 31, 2023 | April 1, 2026 |
| John | Rogers | The Bonadio Group | (not set) | July 6, 2023 | April 1, 2026 |
| Christopher | Rollins | Catapult Solutions Group Inc | http://www.linkedin.com/in/rollinschristopher/ | December 15, 2020 | December 1, 2025 |
| Mathew | Rose | Adheren Capital | (not set) | (not set) | April 1, 2026 |
| Bryan | Ross | Hillcrest Bank | (not set) | (not set) | October 1, 2025 |
| Jamison | Rounds | Murphy Business Dakota Lakes/Rounds International | (not set) | April 24, 2015 | October 1, 2025 |
| David | Routzahn | Hempstead & Co. Inc. | (not set) | May 10, 2019 | June 1, 2026 |
| Jeffrey | Ruck | Ruckus Solutions Inc. | https://www.linkedin.com/in/jeffreyruck/ | November 24, 2025 | November 24, 2026 |
| Jaire | Ruffin | Excelerate Energy | https://www.linkedin.com/in/jaireruffin-mba/ | October 9, 2025 | October 9, 2026 |
| Kevin | Ruth | RU Strategic, LLC dba Westlake Global | (not set) | July 18, 2022 | May 1, 2026 |
| Ken | Saddler | Blueprint Business Advisory | http://www.linkedin.com/in/kensaddler/ | November 29, 2022 | August 1, 2026 |
| Rosa | Sanabria | Sunbelt Central America | (not set) | (not set) | April 1, 2026 |
Questions related to the CM&AA® Directory should be directed to the AM&AA at
info@amaaonline.com or 312-856-9590.