Best CFA Society Pittsburgh Podcasts (2024)

1
Miles Dieffenbach talks playing football for Penn State and the Steelers, fighting cancer, investments, and PB&J's. 50:56

1y ago50:56

50:56

This 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: …

1
Pat Strollo, CFA, talks college football, MBA vs. CFA, and cooking 1:01:22

1+ y ago1:01:22

1:01:22

In 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…

1
Shana Bielich talks empathy, unconventional career paths, and rescue cats 1:09:48

1+ y ago1:09:48

1:09:48

Season 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 th…

1
Don Casturo talks commodities, living in London, and 1:08:34

2y ago1:08:34

1:08:34

In 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…

1
Jim Herrington, CFA, talks the CFA presidency, trolleys, and investment consulting 1:04:46

2y ago1:04:46

1:04:46

In 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 initiative…

1
Christopher Amar talks making Pittsburgh home, Wall Street life, and being a community champion 1:29:36

2+ y ago1:29:36

1:29:36

In 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 i…

1
Special! CFA New York Presents: Crypto Accounting, and What Every Analyst Should Know 19:50

2+ y ago19:50

19:50

In 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

2+ y ago1:05:43

1:05:43

In 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…

1
Chris Pretsch, CFA talks book writing, fiduciary, and taekwondo 58:27

2+ y ago58:27

58:27

This 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 …

1
Special! Financial Literacy Network podcast 21:43

2+ y ago21:43

21:43

Special 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 …

1
Susan Middleton talks collegiate financial plan competition and more! 38:53

3y ago38:53

38:53

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 s…

1
Greg Filbeck, CFA, talks servant leadership, mentorship, and Olivia Newton John 1:04:03

3y ago1:04:03

1:04:03

This 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…

1
Jonathan Dane talks 4th quarter markets, Pitt sports, and NYC life 48:09

3y ago48:09

48:09

Our 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 va…

1
Nicholas Findley and the beginners guide to the CFA charter 49:27

3y ago49:27

49:27

In 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 experi…

1
Jody Madala, CFA, talks Corporate Culture, living in New York during 9/11, and Black Holes 1:06:57

3y ago1:06:57

1:06:57

This 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…

1
Dan Rossi talks Animals, Oakland, and Non-Profit Work 59:24

3y ago59:24

59:24

This month’s episode is a little different, featuring an esteemed Pittsburgher from the non-profit world. Our guest is Dan Rossi, Chief Executive Officer of the Humane Animal Rescue League of Pittsburgh. We hear about the many hats Dan wears being at the helm of one of the biggest open-door animal shelters on the East Coast. Dan shares his career j…

1
Chris Sidoni talks moving to the big city, finance careers, and tacos 38:58

3+ y ago38:58

38:58

This episode's guest is Chris Sidoni, managing partner and CIO at Gibson Capital Management. We hear about how he abruptly adapted from nearly every meeting face-to-face to not traveling for over a year. He grew up in the hunting mecca of Pennsylvania, and came to the “big city” for finance and never left! Chris talks about his unique career path, …

1
Black History Month Special! Gary Rozier talks Success, Regret, and Buccos 1:15:20

3+ y ago1:15:20

1:15:20

Gary Rozier is managing director at Oak Street Real Estate Capital. Although he’s now a Chicagoan, his blood runs black and gold. Growing up in the south hills of Pittsburgh, Gary built friendships that have helped him grow his career to this day. We hear Gary’s unique perspective as a person of color in a predominantly white industry and how he’s …

1
Linda Duessel talks Finance, Steelers, and 2021: Special Markets Forecast Episode 55:23

3+ y ago55:23

55:23

Our guest, Linda Duessel, CFA, is a Senior Equity Strategist with Federated Hermes. With 30 years industry experience, she’s been featured on Bloomberg, CNBC, and more. In this special 2021 kickoff episode, you’ll hear Linda’s insightful market outlook for 2021, and we’ll also get to know her on a personal level. With thoughtful anecdotes, she shar…

1
Gene Natali talks Entrepreneurship, Growing up in Pittsburgh, and Sound Financial Advice for the 99% 43:47

3+ y ago43:47

43:47

Our guest, Gene Natali, CFA, is the co-founder and CEO of Troutwood. A born and raised Pittsburgher who shares his story from growing up here, building connections, and ultimately starting his own company! Gene tells us why he prioritized diversity and inclusion at Troutwood and how the pandemic has upended his vision. As a CFA Society Pittsburgh b…

1
Lisa Asher talks Diversity & Inclusion, traveling the world, and Pittsburgh memories 53:15

3+ y ago53:15

53:15

Our guest, Lisa Asher, CFA, is Managing Director of XY Investment Solutions. Lisa is a world traveling, deep sea diving, Wharton School graduate. Host Bradley Jones, CFA asks Lisa’s thoughts on diversity and inclusion along with her unique position as a woman in finance. As a past CFA Society Pittsburgh board member, Lisa shares fond memories of he…

1
Mike Halloran talks Pittsburgh, the Election, and Markets: Special Election Episode 56:21

3+ y ago56:21

56:21

Our guest, Mike Halloran, CFA is an Equity Strategist with Janney. With over 20 years of industry experience, he's published written pieces on everything from Climate Change to the Election. Bradley Jones, CFA hosts this entertaining and informative special pilot episode of Bridge to the Burgh. Mike discusses his thoughts on the global economy and …

Podcasts Worth a Listen

CFA Society Pittsburgh Podcasts

Podcasts Worth a Listen

1
Bridge to the Burgh

CFA Society Pittsburgh

1
Miles Dieffenbach talks playing football for Penn State and the Steelers, fighting cancer, investments, and PB&J's. 50:56

1
Pat Strollo, CFA, talks college football, MBA vs. CFA, and cooking 1:01:22

1
Shana Bielich talks empathy, unconventional career paths, and rescue cats 1:09:48

1
Don Casturo talks commodities, living in London, and 1:08:34

1
Jim Herrington, CFA, talks the CFA presidency, trolleys, and investment consulting 1:04:46

1
Christopher Amar talks making Pittsburgh home, Wall Street life, and being a community champion 1:29:36

1
Special! CFA New York Presents: Crypto Accounting, and What Every Analyst Should Know 19:50

1
Adam Wright, CFA talks behavioral finance, moving back home, and CFA study tips 1:05:43

1
Chris Pretsch, CFA talks book writing, fiduciary, and taekwondo 58:27

1
Special! Financial Literacy Network podcast 21:43

1
Susan Middleton talks collegiate financial plan competition and more! 38:53

1
Greg Filbeck, CFA, talks servant leadership, mentorship, and Olivia Newton John 1:04:03

1
Jonathan Dane talks 4th quarter markets, Pitt sports, and NYC life 48:09

1
Nicholas Findley and the beginners guide to the CFA charter 49:27

1
Jody Madala, CFA, talks Corporate Culture, living in New York during 9/11, and Black Holes 1:06:57

1
Dan Rossi talks Animals, Oakland, and Non-Profit Work 59:24

1
Chris Sidoni talks moving to the big city, finance careers, and tacos 38:58

1
Black History Month Special! Gary Rozier talks Success, Regret, and Buccos 1:15:20

1
Linda Duessel talks Finance, Steelers, and 2021: Special Markets Forecast Episode 55:23

1
Gene Natali talks Entrepreneurship, Growing up in Pittsburgh, and Sound Financial Advice for the 99% 43:47

1
Lisa Asher talks Diversity & Inclusion, traveling the world, and Pittsburgh memories 53:15

1
Mike Halloran talks Pittsburgh, the Election, and Markets: Special Election Episode 56:21

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