Management Biographies

Chief Operating Officer

Chief Financial Officer

Director,
Medical Advisory Board

Corporate Council

 

 

 

 

G. Kurtis Ulrich, CFA

Michael A.
Knox, CPA, CVA

Daniel
Norman, M.D.

Robert L.
Ulrich, Esq.

Mr. Ulrich is a Chartered Financial Analyst (CFA) with a diverse background in securities, investments and specialty finance.

As a former portfolio manager of an investment management firm with assets of approximately $500 million, he helped steer their “aggressive” equity product to the firm’s top performing portfolio.

Thoughout his career he has successfully arranged funding for several publicly traded and privately held companies.  He has served on the board of the Financial Analysts Society of Tampa Bay, is a founding Director of United Capital Funding Corp. and Freestyle Slides, Inc. and is currently a member of the Association for Investment Management and Research.
 

Mr. Knox is a Certified Public Accountant in the State of Florida and a Certified Valuation Analyst.

He has worked in public and private accounting for more than 15 years.  He is a member in good standing with the American Institute of Certified Public Accountants, the Florida Institute of Certified Public Accountants, the National Association of Certified Valuation Analysts and the Tampa Bay Estate Planning Council.

While in public accounting, Mr. Knox performed various accounting services (SEC filings, tax preparation, tax planning, business consulting, business valuation, and auditing), for individuals, corporations, estates, trusts, not-for-profit organizations and home owners associations.

He has served as the Chief Financial Officer for Family Finance, Inc., as the Controller for One Up Golf and Sportswear, Inc. and as a branch Controller for The Freight Liner Corporation.  

Dr. Norman has been practicing in South Lake Tahoe since 1980.  He is active in the local medical community as Clinical Assistant Professor of Medicine at the University of Nevada School of Medicine, Chief of Staff, Chairman of the Treatment and Surveillance Committee and Director of Gastroenterology at Barton Memorial Hospital. 

Board certified in internal medicine and gastroenterology, Dr. Norman is a frequent contributor to professional journals authoring numerous scientific papers in his associated fields.

(Former) Mayor Ulrich is a lawyer in private practice in St. Petersburg, FL. 

A graduate of Duke University, he received his law degree from Stetson University. 

Mr. Ulrich is a former pilot in the US. Air Force, and two-term, St. Petersburg Mayor.  He has volunteered in advisory positions with the St. Petersburg Chamber of Commerce, St. Petersburg Progress, The Salvador Dali Museum, YMCA/YWCA and has served as president and chairman of The Gulf Coast Symphony Orchestra, (now The Florida Orchestra).

His business success includes founding The Bank of Florida, and various real estate  developments.

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