Troutwood Speaker Series Host: Gene Natali, Troutwood CEO Guest: Naomi Boyd, Ph.D. Company: West Virginia University Topic: Finance University's Impact on Students Dr. Naomi Boyd is the Fred T. Tattersall Chair of Finance and the Associate Dean for Innovation, Outreach, and Engagement at the West Virginia University John Chambers College…

Troutwood Speaker Series Host: Gene Natali, Troutwood CEO Guest: Gregory A. Furer, CFP®, CRPC®, Chief Executive Officer of Beratung Advisors Topic: What Aspiring Leaders Need to Know About Personal Finance In this episode of Troutwood's Speaker Series, Gene sits down with Mr. Gregory A. Furer, CFP®, CRPC®, Chief Executive Officer…

Troutwood Speaker Series Host: Gene Natali, Troutwood CEO Guest: Vince Barfield, Chairman of the nearly $20 billion Hawaii ERS, Investment Committee Topic: What It Means to Be a Trustee Have you ever wondered how institutions manage billions of dollars? What type of approach they use and the philosophy that they…

Troutwood Speaker Series Host: Gene Natali, Troutwood CEO Guest: Tim Ranzetta, NGPF Co-Founder Company: Next Gen Personal Finance Topic: The Path to Mission 2030 Tim Ranzetta is the co-founder of Next Gen Personal Finance (NGPF), an organization that is revolutionizing financial literacy education across the United States. Learn more about…

Troutwood Live Host: Gene Natali Guest: Bruce Gray Company: Bank of America Topic: Your Career is a Journey Bruce Gray, a retired Senior Vice President from Bank of America, shares his career journey. Bruce graduated from college into the double dip economic recession from the early 80s. He emphasizes the…

Troutwood Live Host: Gene Natali, Troutwood CEO Guest: Nishan Williams, Director of Strategy Planning - Cisco Company: Cisco Systems Inc. Topic: Diversity and Inclusion Nishan Williams joins Troutwood Live to talk about his career at Cisco Systems Inc., an American multinational technology conglomerate headquartered in San Jose, California. Cisco develops,…

Troutwood Live: Speaker Series Host: Gene Natali, Guest: Kweku Obed, CFA, CAIA, Managing Director Organization: Marquette Associates Title: The ABC’s of Investment Consulting Gene and Kweku discuss the ABC’s of investment Consulting, and share lessons that individual investors can learn from investment consultants. Marquette Associates is an investment consultant based…

Troutwood Live Host: Gene Natali Guest: Philip Moslener, Corporate Vice President of Advanced Technologies Company: Wabtec Corporation Topic: Decarbonizing Global Transport In this episode of Troutwood LIVE, we spotlight S&P 500 Company Wabtec Corporation and have a conversation about decarbonizing global transportation with Philip Moslener, Vice President of Advanced Technologies…

Troutwood Live Host: Gene Natali, Troutwood CEO Guest: Kevin Hu, Commercial Leadership Program Company: Amgen Inc. Topic: Self Awareness as a Core Competency In this episode of Troutwood LIVE, Troutwood CEO Gene Natali spotlights S&P 500 Company Amgen and discusses the importance of self awareness as a core competency with…

Troutwood Live: Speaker Series Host: Gene Natali Guest: Dr. Audrey Murrell, Professor of Business Administration, Psychology, Public and international Affairs at the University of Pittsburgh Organization: University of Pittsburgh Title: The Power of Collaboration Gene Natali and Dr. Audrey Murrell discuss the power of collaboration and its impact on individuals…

Troutwood Live Host: Gene Natali Guest: Kristi Jancar, Associate Manager of Business Systems Company: Progressive Topic: Insurance basics and my career journey In this episode of Troutwood LIVE we spotlight S&P 500 Company Progressive Corporation and have a conversation on the basics of insurance with Kristi Jancar, Associate Manager of…

Troutwood Live Host: Gene Natali Guest: Amanda Hall, Senior Pricing Analyst Organization: Advance Auto Parts Title: Growing up in a small town Troutwood CEO Gene Natali has a conversation about the road to success while growing up in a small town with Amanda Hall, Senior Pricing Analyst for Advance Auto…

Troutwood Live Host: Gene Natali, Troutwood Guest: Jennifer Daurora, Vice President of Business Banking Company: PNC Topic: Overcoming Adversity and Banking Basics In this episode of Troutwood LIVE, Troutwood CEO Gene Natali spotlights S&P 500 Company PNC Bank. Guest Jenn Daurora is a VP of Business Banking at PNC. The…

Understanding the institutional investor framework can help individuals gain him important investment know-how. Structural pieces like the investment policy statement "the plan" and goal setting are tools that can be replicated by individuals. Troutwood LIVE: Speaker Series Host: Gene Natali Guest: Jonathan Brelsford, Senior Vice President of Finance and Investments…

Troutwood Live Episode Guest: Angela Foglia, IT Director & Sophia Shetty, Student from moon area school district Company: Howmet Aerospace Topic: Women in Technology Finance Term: Budget In this episode of Troutwood LIVE, Troutwood CEO Gene Natali spotlights S&P 500 Company Howmet and discusses women in technology with Angela. She…

Troutwood Live Host: Gene Natali Guest: Brian Portnoy, Sharon Gaitens, Rachel Brumbaugh & Janie Snavely Topic: Gamestop Mania Troutwood hosts a round table talk about the stock market mania surrounding the Gamestop (GME) stock. This live Q&A welcomes Brian Portnoy, author and CEO of Shaping Wealth. Brian works with the…

Troutwood Live Episode Guest: William Maston, Finance Manager Company: Raytheon Technologies Topic: The Importance of Service Finance Term: Fiduciary In this episode of Troutwood LIVE, Troutwood CEO Gene Natali spotlights S&P 500 Company Raytheon Technologies and discusses “The Importance of Service” with Finance Manager, William Maston. William is a navy…

Troutwood Live Episode 5 Guest: Haley Mennes, Sales Engineer Company: Ingersoll Rand Topic: The importance of culture Finance Term: Roth IRA In this episode of Troutwood LIVE, Troutwood CEO Gene Natali spotlights S&P 500 Company Ingersoll Rand and interviews Sales Engineer Haley Mennes. Haley talks about the importance of company…

Troutwood Live Episode 4 Guest: Charmaine Loh, Senior Financial Analyst Company: Ansys Topic: Women in finance Finance Term: Bull Markets & Bear Markets In this episode of Troutwood LIVE, Troutwood CEO Gene Natali spotlights S&P 500 Company Ansys and discusses women in the finance industry with Senior Financial Analyst Charmaine…

Troutwood Live Episode Guest: Andrew Kicinski Company: PPG Industries Inc. Topic: Financial Wellness Finance Term: Share In this episode of Troutwood LIVE, Troutwood CEO Gene Natali spotlights S&P 500 Company PPG Industries Inc., and discusses financial literacy and financial wellness with Andrew Kicinski; Director of Global Pensions & Benefits Investment…

Troutwood Live Episode 2 Guest: George Emanuele, Wealth Management Senior Director Company: BNY Mellon Topic: Guide to Success Finance Term: Ticker Symbol In this episode of Troutwood LIVE, Troutwood teaches what a stock ticker symbol is and spotlights S&P 500 member company, BNY Mellon. Special guest, George Emanuele, shares tips…

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In this episode, Gene and Jay discuss how summer jobs can help kickstart your path to financial independence and teach you critical skills. Visit us at http://troutwood.com/​ to learn more about personal finance & investing! Connect with us Website: http://troutwood.com/​ Instagram: https://www.instagram.com/troutwoodapp​ Facebook: https://www.facebook.com/troutwoodinvest​ LinkedIn: https://www.linkedin.com/company/trou...​ Merchandise! https://shop.spreadshirt.com/troutwood/all #InvestWithUnderstanding​ #finance​…

In this episode, Gene and Jay discuss how we can begin to invest in ourselves during this difficult time. Visit us at http://troutwood.com/​ to learn more about personal finance & investing! Connect with us Website: http://troutwood.com/​ Instagram: https://www.instagram.com/troutwoodapp​ Facebook: https://www.facebook.com/troutwoodinvest​ LinkedIn: https://www.linkedin.com/company/trou...​ Merchandise! https://shop.spreadshirt.com/troutwood/all #InvestWithUnderstanding​ #finance​ #education​ #personalfinance​ #troutwood Music…