Bridge to the Burgh

Bridge to the Burgh

By CFA Society PittsburghBusinessCareersManagement
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Bridge to the Burgh episodes

  • 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 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/

    39 min
  • Greg Filbeck, CFA, talks servant leadership, mentorship, and Olivia Newton John
    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 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 hr 5 min
  • 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 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!

    49 min
  • 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 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!

    50 min
  • Jody Madala, CFA, talks Corporate Culture, living in New York during 9/11, and Black Holes
    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 mention, she has agreed to call Pittsburgh "home" for another year. Connect with Jody here: https://www.linkedin.com/in/jodymadala/
    1 hr 7 min
  • 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, 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 journey with us, and how he ultimately found his passion in non-profit work. He once lived in a famous Pittsburgh house, and he tells us why he'd love to meet Cher! You can connect with Dan on LinkedIn: https://www.linkedin.com/in/danjrossi/ Learn more about Humane Animal Rescue of Pittsburgh here: https://humaneanimalrescue.org/
    1 hr
  • 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 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, the technical skills that have helped him advance, and some of his favorite taco stands around the country. 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
    39 min
  • Black History Month Special! Gary Rozier talks Success, Regret, and Buccos
    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 been able to pay it forward by mentoring. Even though he's in walking distance to Wrigley Field, he remains quite possibly the world's biggest Pirates fan. He's also a long-time friend of a controversial celebrity. You won't want to miss this special episode for Black History month! You can connect with Gary on LinkedIn: https://www.linkedin.com/in/gary-rozier-0b8ba0164
    1 hr 16 min
  • Linda Duessel talks Finance, Steelers, and 2021: Special Markets Forecast Episode

    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 shares her experiences and advice on being a woman in finance, and how her advice to Ben Roethelisberger brought home a Super Bowl win for the Steelers. You won't want to miss this special episode! You can read more about Linda here: https://www.federatedinvestors.com/about/people/linda-duessel.do 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

    56 min
  • Gene Natali talks Entrepreneurship, Growing up in Pittsburgh, and Sound Financial Advice for the 99%

    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 board member, Gene talks about how acquiring his advanced degree and CFA charter have laid important groundwork for pursuing his passion.

    You can find Gene on LinkedIn: Gene Natali, CFA

    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

    44 min

About Bridge to the Burgh

From the publisher's feed

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.