Shorebridge Wealth Management
- Raised four chickens that have since become “pets.”
- Guilty pleasure: "Parks and Rec" reruns, bourbon and cheese sticks
- Guests he’d invite to a dinner party: Steve Irwin, Jerry Seinfeld and Milton Friedman.
C. Reed Natali, financial adviser with Shorebridge Wealth Management, has undertaken the special study of benevolence by becoming a chartered adviser in philanthropy, which helps him consult with high-net-worth clients.
“Philanthropy is important to them and they appreciate that it's also important to me,” said Mr. Natali, who is also a certified financial planner and chartered financial analyst. He is involved in strategy and marketing efforts to the point that he is being promoted to partner this year. “I do grassroots events and I am always out networking for the firm.”
He also participates in group philanthropic efforts with the Pittsburgh Foundation and works with the Children's Trust of the Children's Hospital of Pittsburgh.
“Volunteering translates into better conversations with my clients or prospects,” Mr. Natali said. “There's also the practical aspect of philanthropy, such as the tax implications of various gift types.”
On the Financial Literacy Outreach Committee of the CFA Society Pittsburgh Chapter, Mr. Natali spearheads eight to 10 presentations a year, teaching financial practicalities to high school students.
“The earlier you build good financial habits, the better, but I’ve always felt it’s a subject not taught enough in schools,” he said.
— Juliette Fairley