The current members of the advisory board for the Center for Financial Literacy are below:

Advisory Board

Chair

  • Gene Natali
    CEO and Co-Founder, Troutwood

Vice Chair

  • Erin Weber
    Vice President, Raymond James

Academic Director

Members

  • Amy Davis
    Career Education and Academic Events Coordinator, Allegheny Intermediate Unite
  • Jessica Endlich
    Co-Founder and President, Next Gen Personal Finance
  • Bruce Gray
    Senior Vice President, Bank of America (retired)
  • Damon Gray
    Finance and Management Instructor, Montgomery County Community College
  • Erin Grimm
    Training and Consultation Coordinator, Allegheny Intermediate Unit
  • Tim Kluska
    Investment Analyst, Vanguard
  • Charmaine Loh
    Senior Financial Analyst, ANSYS
  • Jason Pettner
    Quantitative Analyst, C.S. McKee
  • Jim Voss
    Principal, HBK
  • Ron Walchack
    Accredited Asset Management Specialist, Ameriprise Financial
  • Andrew Woolridge
    Partner, Managing Director, and Wealth Advisor, Cresset Capital