Episodes
Jim Herrington talks CFA presidency, trolleys, and investment consult…
In this month’s episode, we talk to Jim Herrington, who has been a CFA Pittsburgh local celebrity. We find out why he values the …
Christopher Amar talks making Pittsburgh home, Wall Street life, and …
In this episode we interview Chris Amar, Vice President at AB Bernstein. While he's lived in a few different cities, he says Pitt…
Special! CFA New York Presents: Crypto Accounting, and What Every An…
In this episode, we are reposting an episode from CFA New York Compound Insights podcast. You can learn more about CFA New York a…
Adam Wright, CFA talks behavioral finance, moving back home, and CFA …
In this episode we interview Adam Wright, managing partner and senior financial advisor at Wright Associates. While his name migh…
Chris Pretsch, CFA talks book writing, fiduciary, and taekwondo
This episode features Chris Pretsch, CFA, Managing Director at Staley Capital. A New York native, he found his family and life pa…
Special! Financial Literacy Network podcast
Special episode featuring FLN of the CFA Institute! This episode is a special presentation from the Financial Literacy Network. T…
Susan Middleton talks collegiate financial plan competition and more!
Our guest this month is Susan Middleton, Chief Investment Officer at Counsel Fiduciary. CFA Pittsburgh has been lucky enough to h…
Greg Filbeck, CFA, talks servant leadership, mentorship, and Olivia N…
This month’s guest is Greg Filbeck, CFA, director for the black school of business and professor for finance and risk management …
Jonathan Dane talks 4th quarter markets, Pitt sports, and NYC life
Our guest this month is Jonathan Dane, CFA, Founder and Chief Investment Officer of Defiant Capital. Jonathan tells us all about …
Nicholas Findley and the beginners guide to the CFA charter
In this episode of Bridge to the Burgh we talk to Nick Findley, a very recently awarded CFA charterholder. Only 3 years out of un…
Jody Madala, CFA, talks Corporate Culture, living in New York during …
This episode's guest is Jody Madala, current co-president of CFA Society Pittsburgh and founder of Culturely. Jody created a star…
Dan Rossi talks Animals, Oakland, and Non-Profit Work
This month’s episode is a little different, featuring an esteemed Pittsburgher from the non-profit world. Our guest is Dan Rossi,…
Chris Sidoni talks moving to the big city, finance careers, and tacos
This episode's guest is Chris Sidoni, managing partner and CIO at Gibson Capital Management. We hear about how he abruptly adapte…
Black History Month Special! Gary Rozier talks Success, Regret, and B…
Gary Rozier is managing director at Oak Street Real Estate Capital. Although he’s now a Chicagoan, his blood runs black and gold.…
Linda Duessel talks Finance, Steelers, and 2021: Special Markets Fore…
Our guest, Linda Duessel, CFA, is a Senior Equity Strategist with Federated Hermes. With 30 years industry experience, she’s been…
Gene Natali talks Entrepreneurship, Growing up in Pittsburgh, and Sou…
Our guest, Gene Natali, CFA, is the co-founder and CEO of Troutwood. A born and raised Pittsburgher who shares his story from gro…
Lisa Asher talks Diversity & Inclusion, traveling the world, and Pitt…
Our guest, Lisa Asher, CFA, is Managing Director of XY Investment Solutions. Lisa is a world traveling, deep sea diving, Wharton …
Mike Halloran talks Pittsburgh, the Election, and Markets: Special El…
Our guest, Mike Halloran, CFA is an Equity Strategist with Janney. With over 20 years of industry experience, he's published writ…