These leaders serve as advisory board members for the Center for Financial Literacy in the Black School of Business at Penn State Behrend.Click on their names to read their biographies. Eugene Natali Advisory Board Chair, Center for Financial Literacy Executive in Residence, Finance CEO and Founder, Troutwood Erin Weber, C.F.P., C.P.F.C. Advisory Board Vice-Chair, Center for Financial Literacy Vice President of Investments, Raymond James Jeffrey M. Coy, Ph.D. Associate Professor of Finance, Finance and International Business programs Academic Director, Center for Financial Literacy [email protected] 814-898-6711 290 Burke Carey Barzeski Advisory Board Member, Center for Financial Literacy Business Teacher, Millcreek Township School District Roberto Croce, Ph.D. Advisory Board Member, Center for Financial Literacy Portfolio Manager, Fidelity Investments Ozgun C. Demirag, Ph.D. Director, Black School of Business Samuel A. and Elizabeth B. Breene Professor of Operations and Supply Chain Management, Project and Supply Chain Management and MBA programs Advisory Board Member, Center for Financial Literacy [email protected] 814-898-6717 281E Burke Jessica Endlich Advisory Board Member, Center for Financial Literacy Co-Founder and President, Next Gen Personal Finance Greg Filbeck, D.B.A. Vice Chancellor and Associate Dean for Academic Affairs, Penn State Behrend Samuel Patton Black III Chair in Finance and Risk Management, Finance Professor, Finance Advisory Board Member, Center for Financial Literacy [email protected] 814-898-6160 Glenhill Farmhouse Bruce Gray Advisory Board Member, Center for Financial Literacy Sr. Vice President (retired), Bank of America Damon Gray, D.B.A., A.I.F., C.I.M.A., C.B.D.A. Advisory Board Member, Center for Financial Literacy Managing Principal and Founding Member, Jura Investments, LLC Erin Grimm, Ed.D. Advisory Board Member, Center for Financial Literacy IDEA Training and Consultation Coordinator, Allegheny Intermediate Unit 3 Tim Kluska, M.B.A., C.F.A. Advisory Board Member, Center for Financial Literacy M.B.A. Graduate, Harvard Business School Veteran, United States Marine Corps Amy Davis McShane, Ed.D. Advisory Board Member, Center for Financial Literacy Western Pennsylvania Gifted Liaison/ Career Ready PA Co-Lead, Allegheny Intermediate Unit 3 Jason Pettner, C.F.A., C.F.P. Advisory Board Member, Center for Financial Literacy Senior Economic & Financial Analyst, CS McKee Stephanie Rhodes Advisory Board Member, Center for Financial Literacy Career Readiness Educational Facilitator, Northwest Tri-County Intermediate Unit 5 James A. Voss, C.P.A. Instructor Emeritus, Accounting Advisory Board Member, Center for Financial Literacy [email protected] - Drew Woolridge, M.B.A., CIMA® Advisory Board Member, Center for Financial Literacy Managing Director, Wealth Advisor, Cresset Capital Management Xin (Jessica) Zhao, Ph.D. Department Chair, Economics and Finance programs Samuel A. and Elizabeth B. Breene Professor of Business Professor of Finance, Finance, Functional Data Analytics, and International Business programs Advisory Board Member, Center for Financial Literacy [email protected] 814-898-6256 256 Burke
Eugene Natali Advisory Board Chair, Center for Financial Literacy Executive in Residence, Finance CEO and Founder, Troutwood Erin Weber, C.F.P., C.P.F.C. Advisory Board Vice-Chair, Center for Financial Literacy Vice President of Investments, Raymond James Jeffrey M. Coy, Ph.D. Associate Professor of Finance, Finance and International Business programs Academic Director, Center for Financial Literacy [email protected] 814-898-6711 290 Burke Carey Barzeski Advisory Board Member, Center for Financial Literacy Business Teacher, Millcreek Township School District Roberto Croce, Ph.D. Advisory Board Member, Center for Financial Literacy Portfolio Manager, Fidelity Investments Ozgun C. Demirag, Ph.D. Director, Black School of Business Samuel A. and Elizabeth B. Breene Professor of Operations and Supply Chain Management, Project and Supply Chain Management and MBA programs Advisory Board Member, Center for Financial Literacy [email protected] 814-898-6717 281E Burke Jessica Endlich Advisory Board Member, Center for Financial Literacy Co-Founder and President, Next Gen Personal Finance Greg Filbeck, D.B.A. Vice Chancellor and Associate Dean for Academic Affairs, Penn State Behrend Samuel Patton Black III Chair in Finance and Risk Management, Finance Professor, Finance Advisory Board Member, Center for Financial Literacy [email protected] 814-898-6160 Glenhill Farmhouse Bruce Gray Advisory Board Member, Center for Financial Literacy Sr. Vice President (retired), Bank of America Damon Gray, D.B.A., A.I.F., C.I.M.A., C.B.D.A. Advisory Board Member, Center for Financial Literacy Managing Principal and Founding Member, Jura Investments, LLC Erin Grimm, Ed.D. Advisory Board Member, Center for Financial Literacy IDEA Training and Consultation Coordinator, Allegheny Intermediate Unit 3 Tim Kluska, M.B.A., C.F.A. Advisory Board Member, Center for Financial Literacy M.B.A. Graduate, Harvard Business School Veteran, United States Marine Corps Amy Davis McShane, Ed.D. Advisory Board Member, Center for Financial Literacy Western Pennsylvania Gifted Liaison/ Career Ready PA Co-Lead, Allegheny Intermediate Unit 3 Jason Pettner, C.F.A., C.F.P. Advisory Board Member, Center for Financial Literacy Senior Economic & Financial Analyst, CS McKee Stephanie Rhodes Advisory Board Member, Center for Financial Literacy Career Readiness Educational Facilitator, Northwest Tri-County Intermediate Unit 5 James A. Voss, C.P.A. Instructor Emeritus, Accounting Advisory Board Member, Center for Financial Literacy [email protected] - Drew Woolridge, M.B.A., CIMA® Advisory Board Member, Center for Financial Literacy Managing Director, Wealth Advisor, Cresset Capital Management Xin (Jessica) Zhao, Ph.D. Department Chair, Economics and Finance programs Samuel A. and Elizabeth B. Breene Professor of Business Professor of Finance, Finance, Functional Data Analytics, and International Business programs Advisory Board Member, Center for Financial Literacy [email protected] 814-898-6256 256 Burke
Eugene Natali Advisory Board Chair, Center for Financial Literacy Executive in Residence, Finance CEO and Founder, Troutwood
Erin Weber, C.F.P., C.P.F.C. Advisory Board Vice-Chair, Center for Financial Literacy Vice President of Investments, Raymond James
Jeffrey M. Coy, Ph.D. Associate Professor of Finance, Finance and International Business programs Academic Director, Center for Financial Literacy [email protected] 814-898-6711 290 Burke
Carey Barzeski Advisory Board Member, Center for Financial Literacy Business Teacher, Millcreek Township School District
Roberto Croce, Ph.D. Advisory Board Member, Center for Financial Literacy Portfolio Manager, Fidelity Investments
Ozgun C. Demirag, Ph.D. Director, Black School of Business Samuel A. and Elizabeth B. Breene Professor of Operations and Supply Chain Management, Project and Supply Chain Management and MBA programs Advisory Board Member, Center for Financial Literacy [email protected] 814-898-6717 281E Burke
Jessica Endlich Advisory Board Member, Center for Financial Literacy Co-Founder and President, Next Gen Personal Finance
Greg Filbeck, D.B.A. Vice Chancellor and Associate Dean for Academic Affairs, Penn State Behrend Samuel Patton Black III Chair in Finance and Risk Management, Finance Professor, Finance Advisory Board Member, Center for Financial Literacy [email protected] 814-898-6160 Glenhill Farmhouse
Bruce Gray Advisory Board Member, Center for Financial Literacy Sr. Vice President (retired), Bank of America
Damon Gray, D.B.A., A.I.F., C.I.M.A., C.B.D.A. Advisory Board Member, Center for Financial Literacy Managing Principal and Founding Member, Jura Investments, LLC
Erin Grimm, Ed.D. Advisory Board Member, Center for Financial Literacy IDEA Training and Consultation Coordinator, Allegheny Intermediate Unit 3
Tim Kluska, M.B.A., C.F.A. Advisory Board Member, Center for Financial Literacy M.B.A. Graduate, Harvard Business School Veteran, United States Marine Corps
Amy Davis McShane, Ed.D. Advisory Board Member, Center for Financial Literacy Western Pennsylvania Gifted Liaison/ Career Ready PA Co-Lead, Allegheny Intermediate Unit 3
Jason Pettner, C.F.A., C.F.P. Advisory Board Member, Center for Financial Literacy Senior Economic & Financial Analyst, CS McKee
Stephanie Rhodes Advisory Board Member, Center for Financial Literacy Career Readiness Educational Facilitator, Northwest Tri-County Intermediate Unit 5
James A. Voss, C.P.A. Instructor Emeritus, Accounting Advisory Board Member, Center for Financial Literacy [email protected] -
Drew Woolridge, M.B.A., CIMA® Advisory Board Member, Center for Financial Literacy Managing Director, Wealth Advisor, Cresset Capital Management
Xin (Jessica) Zhao, Ph.D. Department Chair, Economics and Finance programs Samuel A. and Elizabeth B. Breene Professor of Business Professor of Finance, Finance, Functional Data Analytics, and International Business programs Advisory Board Member, Center for Financial Literacy [email protected] 814-898-6256 256 Burke
