Details — Financial Literacy & Opportunities with the CFA — October 5
| Date: 10/5 | Time: 12:40 pm |
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The Bruce R. Thompson Center for Business & Economics and Wealth Management Club will welcome Gene Natali ’01 on Tuesday, October 5 at 12:40 in Quigley Auditorium. He is the CEO and co-founder of the fintech company, Troutwood. Prior to starting Troutwood, Gene spent 17 years working with large retirement plans and institutional investors.
He is an award-winning author (The Missing Semester Series) who has key-noted investment and education conferences across the country and spoken in over 500 high school and college classrooms. He is a part-time lecturer at the University of Pittsburgh where he teaches Personal Finance. Gene is a Chartered Financial Analyst, holds an MBA with a concentration in finance from Carnegie Mellon University and a bachelor’s degree with a concentration in economics from Allegheny College.
His second book in the Missing Semester series addresses the most overlooked subject in financial-literacy education: investing. Primarily addressing students and recent graduates, its lessons are not laden with jargon; its focus is topics and choices that apply to most young people, not just a few, and not those relevant only late in life. The Missing Second Semester presents a call to action: You’re in charge. Understand the opportunity, and make the choices.