Built by people like you.

Collectively we bring different stories from different backgrounds.

A shared passion brings us together as Troutwood.
Troutwood is a financial technology company based in Pittsburgh, Pennsylvania. Founded out of Carnegie Mellon University’s Swartz Center for Entrepreneurship, we design and develop financial applications and educational tools built around a philosophy of
Save First Planning.

We strive to remove the fear typically associated with finance by simplifying complicated terms and providing our customers with conflict-free tools to better their lives.
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Dorian Brown
CTO & UX Engineer
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Rachel Brumbaugh
Product Specialist
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Christen Malone
Brand & Marketing Officer
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Jeff Davidek
Chief Strategist
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Gene Natali
CEO
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Simone Quinerly
Chief Financial Officer
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Rachael Rhee
Designer
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Brian Taylor
Chief Information Officer
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John McDermitt
Data Analyst
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Maggie Mayer
Digital Developer
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Yazid Hamdi
Advisor
Interns
Aruj Bhargava
Penn State Behrend
Kevin Chen
Carnegie Mellon University
Adam Grant
Carnegie Mellon University
Kaitlyn Ho
Carnegie Mellon University
Luke Johnson
University of Pennsylvania
Andrew Zhang
Northwestern University
Meadow Adams
Penn State Behrend
Ben Halliwell
Penn State Behrend
Jacob Jonescni
Penn State Behrend
Mark Makowski
Penn State Behrend
Eric Zhang
St. Thomas More Collegiate
Sophia Horst
Penn State Behrend
Roshni Surpur
Carnegie Mellon University
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Gene Natali
CEO, CFA
Prior to starting Troutwood, Gene spent 17-years working with large pension funds and institutional investors. He is an award-winning author (The Missing Semester) who has key-noted investment and education conferences across the country and spoken in over 500 high school and college classrooms. He is a Chartered Financial Analyst and holds a bachelor's degree in Economics from Allegheny College, and an MBA with a concentration in finance from Carnegie Mellon University. Gene is also a board member of CFA Society Pittsburgh, part-time lecturer at the University of Pittsburgh and Executive in Residence at Penn State Behrend. He, his wife, four children and chocolate lab, live in Pittsburgh, Pennsylvania.
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Christen Malone
Brand & Marketing Officer
Christen is a marketing strategist and community champion. With over 10 years of private wealth experience, Christen provides marketing consulting for CFA Societies Pittsburgh and Buffalo, as well as pro-bono digital marketing assistance for local non-profits. Her non-profit involvement includes the executive board of Goodwill of Southwestern PA, Junior Advisory Committee for Humane Animal Rescue of Pittsburgh, Young Professionals group for Greater Pittsburgh Community Food Bank, gala committees for American Heart Association, Women’s Center & Shelter, and more. Christen is a proud self-identified “freegan,” known on social media as The Thrifty Yinzer. She helps divert hundreds of pounds of furniture, home goods, and food from landfills each year. She currently lives in the Beechview neighborhood of Pittsburgh with her husband, daughter, and two pitbulls.
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Rachel Brumbaugh
Product Specialist
Rachel is responsible for customer interaction and brand development. Her primary role involves coordinating beta tests and cultivating relationships with our users to inform product development. While working at Troutwood, Rachel completed her Master’s in Speech Language Pathology at the University of Pittsburgh, with a minor in Social Work. Over the course of her collegiate career, Rachel completed clinical rotations in hospitals across the Pittsburgh region, serving a range of patients from preemie babies to veterans. Rachel started as an intern at Troutwood during the company's 2019 launch.
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Jeff Davidek
Chief Strategist
Jeff is responsible for product development and placement, interpretation of market conditions, customer needs and data aggregation. Before Troutwood, Jeff spent his career working with institutional investors across the nation, including time at a global investment bank and 14 years as partner and senior vice president of a top-ranked asset-management firm. He holds a bachelor’s degree in Economics from Allegheny College and enjoys teaching finance in his spare time at Grove City College. Previously, Jeff served on the advisory board of the Pennsylvania Association of Public Employee Retirement Systems and as a member of numerous organizations dedicated to trustee education and pension reform. Home is in Pittsburgh – just a few blocks from Carnegie Mellon – with his wife, two children, and their mischievous golden retriever, Max.
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Dorian Brown
CTO & UX Engineer
Dorian is responsible for overseeing the UI/UX experience and Engineering team. He prides himself on designing delightful customer experiences and meaningful customer interactions with Troutwood products. Past work includes the construction of innovative technology and human-centered designs for small and large companies. He has traveled the world and led award-winning programming competitions sponsored by the world's largest technology companies. Dorian received a full-ride athletic scholarship at Ohio University and graduated with a bachelor's degree in Computer Science Engineering and Philosophy.
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Brian Taylor
Chief Information Officer, CFP
Brian is responsible for overseeing the development of proprietary software applications, and is responsible for the firm’s technology systems. As a Wealth Advisor, Brian managed valuable client relationships (~$150 million), developed financial plans and customized comprehensive financial solutions to meet unique client needs. Over the five years prior to joining The Mather Group, Brian served as an Investment Advisor at Shorebridge Wealth Management, and Hunter Associates, Inc. Previous experience also includes portfolio management and securities research. Brian holds a Bachelor of Arts Degree in Business Marketing from Ohio University, an Executive Certificate in Financial Planning from Duquesne University and a Certified Financial Planner designation.
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Simone Quinerly
Chief Financial Officer
Simone is responsible for firm accounting, tax filing, financial forecasting, modeling and market analysis. Prior to Troutwood, Simone founded Quinerly Financial group, a small accounting firm based out of the Northside of Pittsburgh. She holds a MS degree from Chatham University in Accounting, a Financial Service BS degree from Edinboro University and is currently completing requirements for the CPA designation. When Simone is not in the office you can find her in the community. She held a Money Matters: Financial Block Party promoting financial literacy to the youth ages 5-18 sponsored by the Buhl Foundation. She is also a board member of the Neighborhood Learning Alliance and New Voices of Reproductive Justice (treasurer).Simone has been awarded the The Incline’s Who's Who of business and finance (2018), Pittsburgh Courier’s Women of Excellence (2018), and a recipient of the Chuck Copper Scholarship. Simone, her fiancé and 7-year-old son, reside in Morningside.
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Maggie Mayer
Digital Developer
Maggie’s primary role involves digital development and content creation across a multitude of platforms. Prior to working at Troutwood full-time, Maggie graduated from the University of Pittsburgh with a Bachelor of Science in Computer Science, with a minor in Economics. Maggie started as an intern at Troutwood during the company’s 2019 launch. Born and raised in Pittsburgh, she currently resides there and enjoys movie watching and spending time with friends!
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Yazid Hamdi
Advisor
Yazid is an experienced software engineer with an MSC from Carnegie Mellon in Information Technology - Software Engineering. He is a software architect in for Siemens Mobility in Berlin, Germany. Yazid has been working in the software industry for the last 8 years, for employers and clients such as the Max Plank Society, Airbus and Volkswagen. Yazid is certified in cloud and AI solution design and has experience in DevOps and software architecture and software processes across international teams and diverse technology stacks.
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John McDermitt
Data Analyst
John is responsible for compiling, interpreting and developing data into information based tools. Prior to joining Troutwood, John majored in Finance and Economics at Penn State Erie, The Behrend College. Over the course of his collegiate career, John worked as Financial Literacy Coordinator, served as Behrend’s captain in the CFA Investment Research Challenge, and volunteered in numerous projects that assisted and raised awareness for veterans, the homeless, and the environment. John was an intern at Troutwood during the company's 2019 launch. He is now a part of Troutwood's inaugural hiring class as a full-time Data Analyst.
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Rachael Rhee
Designer
Rachael is responsible for Product Design. Her goal is to provide clear and beautiful enterprise level design solutions for Troutwood’s applications. Rachael is also a Captain in the active-duty U.S. Army. She currently serves as the Design Lead at the United States Army’s Artificial Intelligence Task Force where she directs all user interface and user experience technical development efforts. Rachael is a graduate of Dartmouth College, where she completed a Double Major in Computer Science with a concentration in Digital Arts and English Literature. Rachael is a native of Raleigh, North Carolina, enjoys long distance running, and is a certified 200 Hour Registered Yoga Teacher (RYT).