CFA Society Pittsburgh

A Member of the CFA Institute Global Network of Societies

​​​​​​​​​​Financial Literacy Committee

Gene Natali, Jr., Committee Chair

gene.natali@troutwood.com​   ​

  • Expand the number of colleges in the area that have incorporated The Missing Semester and who are applying the ideas within the book to their own personal financial future.
  • Create and provide a "certificate of accomplishment" to college students that complete the creation of personal financial plans and meet a minimum standard.
  • Review the top ten financial plans and the society reviews and awards the top teams with a monetary prize.
  • Review and provide feedback on the Collegiate personal financial plans (similar to college-to-high school feedback from the JA Money 101 program)
  • Assist in the development of a survey to test knowledge gain
  • Analyze results of pre- and post-tests will be administered to measure knowledge gained.
  • Recruit members participating in this project through the financial literacy committee.
  • Increase awareness with high schools and universities and media of the CFA Program and other educational offerings, of the society, and of CFA Institute.
  • Assist in the creation of standardized powerpoints for presentations.  
 
 

Committee Members

Gene Natali  (Committee Chair)

Al Trezza  (Collegiate Financial Plan Co-Chair)

Susan Middleton  (Collegiate Financial Plan Co-Chair)

Darren Wilson  (Collegiate Financial Plan Co-Chair)

Eric Harlovic  (High School Outreach Co-Chair)

Reed Natali  (High School Outreach Co-Chair)

Brian Seelinger (Erie Outreach Chair)

Dr. Nan Li

Manoharlal Sukhwani

Jamal Tayab

Gretchen Ross

Lauren Moser

James Moyer

JM Ruscetti

Dina Muth

Jing Xie

Brian Seelinger

Chris Diodato

Eric Fencil

Jessica Stein

Louis Civitarese

Dave Immonen

John O'Toole

Greg Cashwell

Shane Nickolich

Robert Hill

Student Members

Josh Bechtold, Penn State Behrend  (Co-Chair student membership)

Josh Kirkpatrick, Penn State Behrend (Co-Chair student membership)

Jake Pantalone, Duquesne University                 

Yuan Law, University of Pittsburgh                          

Michael Adams, California University of Pennsylvania                

Caitrin Kelly, Duquesne University                      

Brad Lucas, Duquesne University                        

Mikayla Homyak, Duquesne University             

Kate Balcom, Grove City College

Jay Morrison, Indiana University of Pennsylvania

John McDermitt, Penn State Behrend

Aruj Bhargava

Jamal Gloucester

 

​Thank you to our Sponsors

CSMcKee Logo.jpg 

  

University of Pittsburgh Joseph M. Katz School of Business 

  

Penn State Berhend Black School of Business 

 

Financial Literacy Committee Links