The University of South Florida St. Petersburg (USFSP), commonly known as USF St. Pete, is a separately accredited institution in the University of South Florida System, located in downtown St. Petersburg, Florida by the Tampa Bay waterfront. As part of a multi-institutional system, USF St. Petersburg retains a separate identity and mission while contributing to and benefiting from the associations, cooperation, and shared resources of the USF System. The campus is bounded by the Salt Creek Marine District, Bayfront Medical Center and All Children’s Hospital and the Roser Park and Bartlett Park residential neighborhoods.
The Merrill Lynch Wealth Management Center at USF St. Petersburg’s Kate Tiedemann College of Business (KTCOB) serves both university stakeholders and the greater community. Among other rich educational opportunities for students, the Center provides financial literacy curriculum at various length and depth to the broad community. The Center has developed a finance academy for high school students and their families. The Center will also offer services on investments and personal finance topics to business entities, individuals, as well as different types of organizations. The Center has strong links with local financial industry practitioners and associations, and is managed by KTCOB faculty members with Charted Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), or Certified Financial Planner (CFP) designations.
Huijian Dong, PhD