Bridge to the Burgh

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: 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

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.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 

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 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

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, and more. We also debate his resemblance to Liam Nieson. Don’t miss this informative and entertaining episode!

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 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/

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 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!

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

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 CFP and an MBA.

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 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