Gene Natali, Jr., CFA, is a senior vice president at C.S. McKee, L.P., a Pittsburgh-based institutional investment firm. He holds the Chartered Financial Analyst designation and serves on the board of directors for the CFA Society of Pittsburgh. He holds an MBA with a concentration in finance from Carnegie Mellon University’s Tepper School of Business and a bachelor’s degree in economics from Allegheny College. He also serves as a part-time lecturer for the University of Pittsburgh's College of Business Administration and co-authored an award-winning financial guide, The Missing Semester.
Efforts to improve financial literacy are critical. But how do we know if these efforts work? How can we gauge their effectiveness?