We hope this newsletter finds you in good health and good spirits. Below, you will find some new events and some hand-picked content just for our members, candidates, and students. 

We are working hard to provide relevant content to you.

Lastly, we would like to present our 2020-2021 Pittsburgh Society Board of Directors.  Welcome Philip Bartels and Steve Miller , our newest board members!  Congratulations to Jody Madala and Jim Herrington , taking over as co-presidents!

See below our final "Meet the Board" for our 2019-2020 fiscal year. We thank George Emanuele for his years of service on the Pittsburgh board!


CFA Society Pittsburgh team
What's New
Annual Compensation Survey Results

Thank you to all of our members and candidates who participated in our compensation survey. We saw the highest turnout rate in 8 years, which allowed us to provide some additional data points. Below are the final compensation survey results.

If you have additional questions regarding the survey, or would like some additional information for your particular job sector or role, please email us at

Access Scholarship Program

A program designed to make CFA® Program more available to individuals who may not be able to afford the full program fees.

Award Amount: CFA Program Enrollment is reduced to $250 USD
Application window: Open now through Sept 15th

Upcoming Events

The Innovation Premium: Explaining Today’s Binary Equity Market

Wednesday, July 15th - Noon

Please join Brian Foerster, CFA, Investment Strategist, Lord Abbett, to discuss how in this most recent downturn, the market has sharply differentiated between innovative secular growers versus economically sensitive, cyclical names. 

CFA Society Buffalo presents


Thursday July 16th, 12pm

Eligible for 1 CE credit!

This presentation will cover:
· Demand for Sustainability
· Practical Approaches to ESG
· Sustainable Investing Themes 2020
· Sustainable Investing at Northern Trust

CFA Society Columbus presents

“Trends in Factor Investing: Industry growth and positioning for the future”

Tuesday, July 28, 2020 – 12:00pm

Mr. Andrew Ang, PhD, Managing Director, leads BlackRock's efforts in factor investing and is Head of the Factor-Based Strategies Group.

Virtual Content Hand-picked for You!

Ryan Sullivan, CFP®, CRPC®, ChFC® , managing director for Applied Insights at Hartford Funds, joined use on May 27 th   to walk through

How to Face Adversity

Using Facts, an Action plan, Confidence, and Empathy, he explained how to effectively communicate with clients in challenging times. Tips included how to share information so clients will remember it, how to stay in consistent contact, and why to avoid two of the three types of empathy right now.

If anyone would like to discuss the concepts in the presentation further. Please reach out to Phil Shankweiler of Hartford Funds, , who graciously arranged for the presentation
The Case for Bitcoin in Institutional Investment Portfolios

Daniel Mross , Principal, and Luke Rattay , Portfolio Manager, at Maximalist Capital joined us on Thursday June 25 th . For a discussion on the Case for Bitcoin in institutional portfolios and to review a recent survey on evolving attitudes of Financial Advisors toward Cryptoasset investments.

Poor Performers: Financial & Industrial Sectors

During the current environment, Financials and Industrials have been two of the worst performing sectors. This webinar discusses the performance and potential areas of opportunity in these sectors.

Peter Zuleba , CFA , President of GIM, is joined in this episode of Charts & Chatter by  Strategic Equity  Portfolio Managers  John Kichula, CFA  and  Mark Livingston, CFA .

Investors First Podcast

A service of  CFA Society Orlando is here to educate investors, advisors, and consultants in the state of Florida, a state that has historically been a victim to a variety of bad actors and investment schemes due to its’ rapid population growth.

From the CFA Institute
Conference Collections  -  Watch past Conference Speakers from home!
CFA Institute Podcast -  "Take 15"
Professional Development, CE credits & more -   Collections

Download the CFA Institute Members App for  Apple   or for  Android .
Local Society News
Stock Picker's Contest Update
We are continuing to track our Stock Picker's contest, which is proving to be quite a nail-biter! Shawna Auman of CS McKee is STILL leading the pack, with VIAC, DIS, and EQT!

Save the date for the 2021 Stock Picker's Annual Luncheon, February 10, 2021!
Get to know our Board Members!
George Emanuele, CFA, CFP, CMT
CFA Society Pittsburgh outgoing board president

George is a senior director and portfolio manager for BNY Mellon Wealth Management in the Central Pennsylvania region. He works with clients and families to develop, implement, and manage their investments to fulfill their goals within the context of their comprehensive wealth management plan.  
George has over 22 years of investment experience in the wealth management field.
George received his bachelor’s degree from the Pennsylvania State University and his master’s in business administration from the University of Pittsburgh. He received the Chartered Financial Analyst (CFA) designation in 2006 from the CFA Institute, he received his Chartered Market Technician in 2016 and he received his CFP in 2018.  George also serves on an advisory board and Executive in Residence for Pennsylvania State University – Behrend Campus.
George lives in Plum Boro with his wife and son.
What We Are Reading & Listening To
Board members share their favorite investment related content!
Planet Money Podcast

The economy explained. Imagine you could call up a friend and say, "Meet me at the bar and tell me what's going on with the economy." Now imagine that's actually a fun evening.

Goldman Sachs: Measuring the Reopening of America

Updated weekly, Goldman Sachs Research’s tracker helps gauge U.S. progress in a wide range of consumer and business segments as American cities and states begin to reopen at different paces and with different processes in place.

The Ride of a Lifetime: Lessons Learned from 15 Years as CEO of the Walt Disney Company

Robert Iger shares the ideas and values he embraced during his fifteen years as CEO while reinventing one of the world's most beloved companies and inspiring the people who bring the magic to life.   
Membership renewal

Your local and institutional CFA renewal is right around the corner. Deadline has been extended through July, but if you'd like to renew now, start HERE!
Fin Lit Spotlight

Our very own Greg Filbeck and Gene Natali were asked to contribute to a national publication on Financial Literacy!
Many thanks to all of our contributing authors to this quarter's newsletter!

Jim Herrington,Co- President, Endowments & Foundations co-Chair
Jody Madala, Co-President, Marketing Chair
George Emanuele, Past President
Joe Lantz, Vice President; Endowments & Foundations co-Chair
Philip Bartels, Board Treasurer
Gene Natali, Financial Literacy Chair
Eric Fencil, Board Secretary, Investment Research Challenge Chair
Brad Jones, Membership Chair
Steven Miller, Programming Chair
Christen Malone, Society Admin
Caryn Lohr, Society Admin