Sept. 28, 2021

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 have Susan’s expertise for our annual collegiate financial plan competition. She’s been a plan grader for the...


Our guest this month is Susan Middleton, Chief Investment Officer at Counsel Fiduciary. CFA Pittsburgh has been lucky enough to have Susan’s expertise for our annual collegiate financial plan competition. She’s been a plan grader for the competition and shares with us some insight on what she sees during the competition and how impactful it is to students. If you’re not familiar with the Collegiate financial plan, this episode is the perfect chance to hear more!


 Susan also is a proud Pittsburgh sports fan, and even though she’s about 2 hours north of town. You won’t want to miss this great episode! You can connect with Susan here: https://www.linkedin.com/in/sgmiddleton/