In this episode, we talk with Matt Rodak, CEO and Founder of Upright.  Upright, formerly Fund that Flip, is a technology platform used to invest in and obtain loans for renovating residential real estate.  Matt was born and raised in Northeast Ohio and it's where he discovered his passion for real estate investing.  Despite living somewhere else now, we talk about his still strong connection to Cleveland, leaving his career path to start a business, and why sleep is classified as a hobby.  Thanks for listening and we hope you enjoy this episode with Matt Rodak. Connect with Matt here: 

Matt Rodak LinkedIn

Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Director & Vice President for the CFA Society of Cleveland. Connect with Matt here: 

Matt McLaughlin LinkedIn

In this episode, we talk with Lauren Rich Fine, CFA and Senior Managing Director at Greis Financial.  Lauren has a long a disguised career in financial services that took her to Wall Street for a time before she returned to her roots here in Cleveland.  Lauren is also a woman of many passions outside of the workplace.  We talk about challenges early in her career and why she moved back to Cleveland as well as her passion for the arts, service on numerous non-profit boards, and much more in this wide-ranging conversation.  Thanks for listening and we hope you enjoy this episode with Lauren Rich Fine. Connect with Lauren here: 

Lauren Rich Fine LinkedIn

Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Director & Vice President for the CFA Society of Cleveland. Connect with Matt here: 

Matt McLaughlin LinkedIn

We continue our Meet the Board Series with Cara Wood, CFA, CAIA and Suzana Vujasin, CFA, CAIA.  Cara currently serves as Committee Chair for the Women's Committee while Suzana serves a Treasurer for the Board.  We talk with both of them about their backgrounds and roles on the Board.  Have you ever wondered which CFA Cleveland Board member was once on Oprah and which one is the likely winner of a spelling bee?  Listen in and find out on this episode with Cara Wood and Suzana Vujasin. 

Connect with Cara & Suzana here: 

Cara Wood LinkedIn

Suzana Vujasin LinkedIn

Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Director & Vice President for the CFA Society of Cleveland. Connect with Matt here: 

Matt McLaughlin LinkedIn

In this episode, we talk with Michael McKeown, CFA, CPA and Chief Investment Officer at Marcum Wealth.  If you've been involved in the CFA Society Cleveland over the past few years, you probably know Mike as he was formerly Society President and has always been very active in the community.  What you may not know is Mike's story.  How he got started in the businesses and how he became Chief Investment Officer of one of Cleveland's most prominent registered investment advisers.  We talk with Mike about his professional background, other organizations he's involved with, and a couple of his personal passions.  Thanks for listening and we hope you enjoy this episode with Mike McKeown. Connect with Mike here: 

Michael McKeown LinkedIn

Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Director & Vice President for the CFA Society of Cleveland. Connect with Matt here: 

Matt McLaughlin LinkedIn

*The following contains the thoughts and opinions of Michael McKeown, of Marcum Wealth, LLC. Marcum Wealth is an investment adviser registered with the United States Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The statements herein are intended as brand and general educational and informational content only, and no viewer/listener should construe any statements as an offer of Marcum Wealth’s advisory services. Viewers/Listeners are encouraged to discuss the content of this broadcast with, and direct any questions to, the financial professional of their choosing.

In this episode, we talk with Ezra Stark, CEO of Stark Enterprises.  Stark and Ezra have been and continue to be involved in many well-known real estate properties in NE Ohio and have also been expanding outside of Ohio.  After growing up on the east side, Ezra went to college and lived in Boston and New York before coming back to Cleveland.  We talk with Ezra about his background, Stark's involvement in properties around Cleveland, and his passion for Cleveland sports.  Thanks for listening and we hope you enjoy this episode with Ezra Stark.  Connect with Ezra here: 

Ezra Stark LinkedIn

Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Director & Vice President for the CFA Society of Cleveland. Connect with Matt here: 

Matt McLaughlin LinkedIn

In this episode, we talk with Dave Fulton, CFA, Co-Chair and CEO of Clearstead.  Dave has a long and distinguished career in Northeast Ohio.  We talk about his career progression and work at both big and small firms around Cleveland, we go into detail about Clearstead's past, present and future, and also dive into Dave's personal life passions where he stays active on multiple fronts.  Thanks for listening and we hope you enjoy this episode with Dave Fulton.  Connect with Dave here: 

Dave Fulton LinkedIn

Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Director & Vice President for the CFA Society of Cleveland. Connect with Matt here: 

Matt McLaughlin LinkedIn

In this episode, we talk with Brad Wheeler, President of Shaker Investments.  Brad has had a long and distinguished career on both the sell-side and buy-side with some notable firms in Northeast Ohio.  We talk with Brad about his experiences in both segments of the investment management business, how he transitioned from analytical roles early in his career to more client-facing positions and we even talk about explaining American football to his former clients in the UK.  Thanks for listening and we hope you enjoy this episode with Brad Wheeler. Connect with Brad here: 

Brad Wheeler LinkedIn

Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Director & Vice President for the CFA Society of Cleveland. Connect with Matt here: 

Matt McLaughlin LinkedIn

This is the second episode in a series where we talk with the leadership of CFA Cleveland.  We talk today with Sam Wass, Career Services Chair, and Colby Krahe, Membership Chair.  In their professional life outside of CFA Cleveland Sam is an Investment Analyst at RIK Enterprises and Colby is and Institutional Investment Advisor with PNC Institutional Asset Management.  We talk with Sam & Colby about their backgrounds and current responsibilities for CFA Cleveland and also stumble upon an interesting parallel in their backgrounds that the listeners should reach out and thank them for.  Thanks for listening and we hope you enjoy this episode with Sam Wass and Colby Krahe. Connect with Sam & Colby here: 

Sam Wass LinkedIn

Colby Krahe LinkedIn

Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Director & Vice President for the CFA Society of Cleveland. Connect with Matt here: 

Matt McLaughlin LinkedIn 

This is the first episode in a series where we talk with the leadership of CFA Cleveland.  We start by talking to CFA Cleveland's full-time Executive Director Cindy Nace as well as CFA Cleveland's current President, Jon Dominy.  In his professional life outside of CFA Cleveland Jon is a Vice President with Alliance Bernstein.  We talk with Cindy & Jon about their backgrounds and current responsibilities for CFA Cleveland.  Also, we get their thoughts on what is going on at the CFA Institute and what challenges our society faces over the next 12-18 months.  Thanks for listening and we hope you enjoy this episode with Cindy Nace and Jon Dominy. Connect with Cindy & Jon here: 

Cindy - https://www.linkedin.com/in/cindy-nace-5843b4a3/ 

Jon - https://www.linkedin.com/in/jon-dominy-cfa/ 

Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Director & Vice President for the CFA Society of Cleveland. Connect with Matt here: https://www.linkedin.com/in/matthewmclaughlincfa/ 

In this episode, we talk with Matt Schlarb, CFA, Senior Director of Investor Relations at RPM International.  Matt has lived and worked all over the world before coming back to Ohio where he grew up and settling in Cleveland.  We talk with Matt about his experiences living abroad as well as his career path to Investor Relations, and about his involvement in a local organization that promotes French culture in Northeast Ohio. Thanks for listening and we hope you enjoy this episode with Matt Schlarb. Connect with Matt here: https://www.linkedin.com/in/matthewschlarb/ 

Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Director & Vice President for the CFA Society of Cleveland. Connect with Matt here: https://www.linkedin.com/in/matthewmclaughlincfa/