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Innhold levert av CFA Society Pittsburgh. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av CFA Society Pittsburgh eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Bridge to the Burgh
Merk alt (u)spilt...
Manage series 3265123
Innhold levert av CFA Society Pittsburgh. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av CFA Society Pittsburgh eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Presented by CFA Society Pittsburgh, this is a show about Pittsburgh and finance. Each episode, we meet an accomplished Pittsburgher living and working in the Burgh. Whether born here or transplanted here, each guest will share stories about their connection to Pittsburgh. You’ll hear their successes and failures to get where they are today and where they’re going tomorrow. Bridge to the Burgh is hosted by Bradley Jones, CFA, CAIA, EA, CAP®, the Investment Manager of External Portfolios for The Pittsburgh Foundation, Program Co-Chair for the CFA Society Pittsburgh, and Pittsburgh resident. You won’t want to miss this unique chance to get to know the locals. A CFA charter not required!
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22 episoder
Merk alt (u)spilt...
Manage series 3265123
Innhold levert av CFA Society Pittsburgh. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av CFA Society Pittsburgh eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Presented by CFA Society Pittsburgh, this is a show about Pittsburgh and finance. Each episode, we meet an accomplished Pittsburgher living and working in the Burgh. Whether born here or transplanted here, each guest will share stories about their connection to Pittsburgh. You’ll hear their successes and failures to get where they are today and where they’re going tomorrow. Bridge to the Burgh is hosted by Bradley Jones, CFA, CAIA, EA, CAP®, the Investment Manager of External Portfolios for The Pittsburgh Foundation, Program Co-Chair for the CFA Society Pittsburgh, and Pittsburgh resident. You won’t want to miss this unique chance to get to know the locals. A CFA charter not required!
…
continue reading
22 episoder
모든 에피소드
×1 Miles Dieffenbach talks playing football for Penn State and the Steelers, fighting cancer, investments, and PB&J's. 50:56
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50:56This episode we talk to former Penn State football player Miles Dieffenbach! From fighting cancer to breaking into the investment industry, he leaves no stone unturned. Miles talks about why he had to eat quadruple-decker peanut butter and jelly sandwiches and why he would love to teleport to Sao Paulo Brazil. You can connect more with Miles here: www.linkedin.com/in/miles-dieffenbach-431493105 Bradley Jones, CFA, CAIA, EA, CAP®, is the Investment Manager of External Portfolios for The Pittsburgh Foundation. He currently serves as Program Co-Chair for CFA Society Pittsburgh, and is a lover of dogs and sports! You can read his full bio here: https://pittsburghfoundation.org/bradley-jones Bridge to the Burgh is presented by CFA Society Pittsburgh. You can learn more about the society and the CFA charter at https://www.cfasociety.org/pittsburgh Follow us on Facebook and LinkedIn by searching CFA Society Pittsburgh…
1 Pat Strollo, CFA, talks college football, MBA vs. CFA, and cooking 1:01:22
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1:01:22In this episode, we talk to Pat Strollo, III, CFA, the newest board member to join CFA Pittsburgh. Pat is a lover of skiing, cooking, and college football. We discuss the pros and cons of getting an MBA versus getting a CFA. He also thinks Nick Cage would play him in a movie, and we have to agree! You can connect with Pat here: https://www.linkedin.com/in/pstrollo/ Host Bradley Jones, CFA is a Senior Investment Analyst for the Pittsburgh Foundation. He currently serves as the membership chair for CFA Society Pittsburgh, and is a lover of dogs and sports! You can read his full bio here: https://pittsburghfoundation.org/bradley-jones Bridge to the Burgh is presented by CFA Society Pittsburgh. You can learn more about the society and the CFA charter at https://www.cfasociety.org/pittsburgh Follow us on Facebook and LinkedIn by searching CFA Society Pittsburgh…
1 Shana Bielich talks empathy, unconventional career paths, and rescue cats 1:09:48
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1:09:48Season 3 of Bridge to the Burgh features Shana Bielich, CFP, vice president at Coghill Investment Strategies. As like many of our past guests, her road to her current position wasn’t so straight-forward. We talk about her current role, where empathy and philanthropy are key. She can be spotted on the news from time to time, giving her outlook on the markets. You might even spot her cat in the background that she rescued from Aruba. You can connect with Shana here: https://www.linkedin.com/in/shana-bielich-cfp%C2%AE-825a016/ To learn more about CFA Pittsburgh or the CFA charter, please visit us at https://www.cfasociety.org/pittsburgh…
1 Don Casturo talks commodities, living in London, and 1:08:34
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1:08:34In this episode, we interview Don Casturo, Chief Investment Officer at Quantix Commodities. While he’s done London AND New York City living, he has roots here in the steel city. We spend some time during this episode talking about how and why Don became so interested in the commodities market. Don shares his insights on precious metals, oil, lumber, and more. We also debate his resemblance to Liam Nieson. Don’t miss this informative and entertaining episode!…
1 Jim Herrington, CFA, talks the CFA presidency, trolleys, and investment consulting 1:04:46
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1:04:46In this month’s episode, we talk to Jim Herrington, CFA, CAIA, who has been a CFA Pittsburgh local celebrity. We find out why he values the CAIA designation so much and how he applies it to his job nearly every day. What path led him back to Pittsburgh? And why does he love trolleys so much? He shares some great insight into projects and initiatives that the local CFA Pittsburgh board has been working on. You can connect with Jim here! https://www.linkedin.com/in/james-w-herrington-cfa-caia-9b92326/…
1 Christopher Amar talks making Pittsburgh home, Wall Street life, and being a community champion 1:29:36
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1:29:36In this episode we interview Chris Amar, Vice President at AB Bernstein. While he's lived in a few different cities, he says Pittsburgh feels right at home. Transplanting here a few years ago, he also found his perfect job at AB Bernstein. He's a proud community champion, girl dad, and Suburu driver. He claims he's the most non-wall street guy in investment management. His resume is impressive, from graduating Harvard to getting his JD from University of Virginia. He's invested in various non profits in Pittsburgh, and absolutely loves city living. Listen to hear more!…
1 Special! CFA New York Presents: Crypto Accounting, and What Every Analyst Should Know 19:50
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19:50In this episode, we are reposting an episode from CFA New York Compound Insights podcast. You can learn more about CFA New York and their podcast here: https://www.cfany.org/compound-insights/ We'll be back next month with another original episode of Bridge to the Burgh
1 Adam Wright, CFA talks behavioral finance, moving back home, and CFA study tips 1:05:43
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1:05:43In this episode we interview Adam Wright, managing partner and senior financial advisor at Wright Associates. While his name might be on the door, he took an interesting route to get there. Like many of our previous guests, he tried to leave Pittsburgh but kept ending up back home. Adam shares his tips for studying for the CFA, and why he chose the CFP and an MBA.…
1 Chris Pretsch, CFA talks book writing, fiduciary, and taekwondo 58:27
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58:27This episode features Chris Pretsch, CFA, Managing Director at Staley Capital. A New York native, he found his family and life passion in Pittsburgh, and he never looked back. Chris is past president of CFA Society Pittsburgh and was an integral part of launching financial literacy and also growing the society within the city. After two decades of writing and research, he’s found the motivation to publish his book, which will be launching next spring. Join us for a great episode where we talk coin collecting, fiduciary, tae kwon do, and more!…
1 Special! Financial Literacy Network podcast 21:43
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21:43Special episode featuring FLN of the CFA Institute! This episode is a special presentation from the Financial Literacy Network. The FLN committee is a group of CFA Charterholders working to promote literacy awareness through programming, volunteer work, and educational offerings. We hope you enjoy this episode from the FLN network and join us next month for our one-year anniversary episode! Now, here’s Bob Stammers, Chairman of the Financial literacy network. All episodes can be found here: https://www.dropbox.com/sh/4stgxt7tjz52tuf/AADQ-lZ1x7A4cCYcm9t74594a?dl=0…
1 Susan Middleton talks collegiate financial plan competition and more! 38:53
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38:53Our 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/…
1 Greg Filbeck, CFA, talks servant leadership, mentorship, and Olivia Newton John 1:04:03
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1:04:03This month’s guest is Greg Filbeck, CFA, director for the black school of business and professor for finance and risk management at Penn State University, the Behrend college. Greg is a self proclaimed servant leader, perpetual busy-body, and life long member of the Olivia Newton John Fanclub. He is an avid reader, adventurist, bodybuilder, and, if you think all that keeps him busy, you’re right. He hasn’t sat down to watch a TV show in over a decade. You can connect with Greg here https://www.linkedin.com/in/gregfilbeck/…
1 Jonathan Dane talks 4th quarter markets, Pitt sports, and NYC life 48:09
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48:09Our guest this month is Jonathan Dane, CFA, Founder and Chief Investment Officer of Defiant Capital. Jonathan tells us all about where he came up with the name Defiant, how his boxing career was successful but short-lived, and what he predicts in the markets for the 4th quarter. He launched his business during the pandemic, and tells us his most valuable lesson learned from that. We also talk Pitt sports, studying for the CFA, and what makes Pittsburgh home. You won't want to miss it!…
1 Nicholas Findley and the beginners guide to the CFA charter 49:27
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49:27In this episode of Bridge to the Burgh we talk to Nick Findley, a very recently awarded CFA charterholder. Only 3 years out of undergrad, Nick talks about his short yet eventful career path so far – more specifically why he prioritized obtaining the CFA charter. We like to think of this episode as the beginners guide for CFA candidates. Nick experienced some bumps in the road during this candidacy, but more importantly, we hear about how he overcame them. A great episode for students, candidates, and experienced professionals – you won’t want to miss it!…
1 Jody Madala, CFA, talks Corporate Culture, living in New York during 9/11, and Black Holes 1:06:57
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1:06:57This episode's guest is Jody Madala, current co-president of CFA Society Pittsburgh and founder of Culturely. Jody created a startup during the pandemic and because of the pandemic. She recalls the details of her day on 9/11 and how it changed her forever. Her background is diverse, and she is proud to be a self-proclaimed life long learner. Not to mention, she has agreed to call Pittsburgh "home" for another year. Connect with Jody here: https://www.linkedin.com/in/jodymadala/…
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