Bridge to the Burgh

Adam Wright, CFA talks behavioral finance, moving back home, and CFA study tips

Dec 27, 2021

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...

Chris Pretsch, CFA talks book writing, fiduciary, and taekwondo

Nov 22, 2021

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...

Special! Financial Literacy Network podcast

Oct 26, 2021

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...

Susan Middleton talks collegiate financial plan competition and more!

Sep 28, 2021

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...

Greg Filbeck, CFA, talks servant leadership, mentorship, and Olivia Newton John

Aug 30, 2021

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...