Guardians of Finance with Matt McLaughlin CFA Society Cleveland

In this episode, we talk with Tony Gattuso, Senior Director, Investments at the Cleveland Foundation.  The Cleveland Foundation is one of Cleveland's most prominent foundations and has a long and storied history.  Tony takes us through his career path, what he sees as the benefits of having an in-house investment function, and the origins of his nickname (one of the best we've heard on the podcast).  Thanks for listening and we hope you enjoy this episode with Tony Gattuso. Connect with Tony here: 
Tony Gattuso LinkedIn
Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Director & Vice President for the CFA Society of Cleveland. Connect with Matt here: 
Matt McLaughlin LinkedIn

In this episode, we talk with Russell Moenich, Executive Chairman & Investment Analyst at North Beach Holdings, LLC.  Russell is a lifelong Clevelander, a Buffet/Munger disciple, and an extreme sports enthusiast.  We dive into all of those interests and more in this conversation that starts with a lawn care business and ends with mentions of the 1995 Cleveland Grand Prix.  Thanks for listening and we hope you enjoy this episode with Russell Moenich. Connect with Russell here: 
Russell Moenich LinkedIn

Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Director & Vice President for the CFA Society of Cleveland. Connect with Matt here: 

Matt McLaughlin LinkedIn

In this episode, we talk with Matt Rodak, CEO and Founder of Upright.  Upright, formerly Fund that Flip, is a technology platform used to invest in and obtain loans for renovating residential real estate.  Matt was born and raised in Northeast Ohio and it's where he discovered his passion for real estate investing.  Despite living somewhere else now, we talk about his still strong connection to Cleveland, leaving his career path to start a business, and why sleep is classified as a hobby.  Thanks for listening and we hope you enjoy this episode with Matt Rodak. Connect with Matt here: 
Matt Rodak LinkedIn

Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Director & Vice President for the CFA Society of Cleveland. Connect with Matt here: 

Matt McLaughlin LinkedIn

In this episode, we talk with Lauren Rich Fine, CFA and Senior Managing Director at Greis Financial.  Lauren has a long a disguised career in financial services that took her to Wall Street for a time before she returned to her roots here in Cleveland.  Lauren is also a woman of many passions outside of the workplace.  We talk about challenges early in her career and why she moved back to Cleveland as well as her passion for the arts, service on numerous non-profit boards, and much more in this wide-ranging conversation.  Thanks for listening and we hope you enjoy this episode with Lauren Rich Fine. Connect with Lauren here: 
Lauren Rich Fine LinkedIn
Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Director & Vice President for the CFA Society of Cleveland. Connect with Matt here: 
Matt McLaughlin LinkedIn

We continue our Meet the Board Series with Cara Wood, CFA, CAIA and Suzana Vujasin, CFA, CAIA.  Cara currently serves as Committee Chair for the Women's Committee while Suzana serves a Treasurer for the Board.  We talk with both of them about their backgrounds and roles on the Board.  Have you ever wondered which CFA Cleveland Board member was once on Oprah and which one is the likely winner of a spelling bee?  Listen in and find out on this episode with Cara Wood and Suzana Vujasin. 
Connect with Cara & Suzana here: 

Cara Wood LinkedIn

Suzana Vujasin LinkedIn

Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Director & Vice President for the CFA Society of Cleveland. Connect with Matt here: 

Matt McLaughlin LinkedIn

In this episode, we talk with Michael McKeown, CFA, CPA and Chief Investment Officer at Marcum Wealth.  If you've been involved in the CFA Society Cleveland over the past few years, you probably know Mike as he was formerly Society President and has always been very active in the community.  What you may not know is Mike's story.  How he got started in the businesses and how he became Chief Investment Officer of one of Cleveland's most prominent registered investment advisers.  We talk with Mike about his professional background, other organizations he's involved with, and a couple of his personal passions.  Thanks for listening and we hope you enjoy this episode with Mike McKeown. Connect with Mike here: 
Michael McKeown LinkedIn
Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Director & Vice President for the CFA Society of Cleveland. Connect with Matt here: 
Matt McLaughlin LinkedIn
*The following contains the thoughts and opinions of Michael McKeown, of Marcum Wealth, LLC. Marcum Wealth is an investment adviser registered with the United States Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The statements herein are intended as brand and general educational and informational content only, and no viewer/listener should construe any statements as an offer of Marcum Wealth’s advisory services. Viewers/Listeners are encouraged to discuss the content of this broadcast with, and direct any questions to, the financial professional of their choosing.