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Bridge to the Burgh

Dec 21, 2020

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...


Nov 23, 2020

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,...


Oct 28, 2020

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...