Guest of The Lange Money Hour: Where Smart Money Talks
|The Lange Money Hour Guests
Guest: Grant Oliphant, MSOD
Grant Oliphant is president of The Heinz Endowments. He rejoined the foundation in June 2014, after serving as president and chief executive officer of The Pittsburgh Foundation for six years. For nearly two decades, Grant held several senior management posts with Heinz family foundations, including vice president for programs and planning at the Endowments, his position before taking over the helm at The Pittsburgh Foundation in 2008. He also served as press secretary to the late U.S. Sen. John Heinz from 1988 until the senator’s death in 1991.
Grant was The Pittsburgh Foundation’s fourth head in its 66-year history and led a major transformation in the organization’s engagement of key constituents, its efficient stewardship of its assets, and the development of ground-breaking initiatives to enhance services for donors and maximize grant-making impact in the regional community.
The Lange Money Hour episodes with this guest:
James Lange, CPA
Jim is a nationally-recognized tax, retirement and estate planning CPA with a thriving registered investment advisory practice in Pittsburgh, Pennsylvania. He is the President and Founder of The Roth IRA Institute™ and the bestselling author of Retire Secure! Pay Taxes Later (first and second editions) and The Roth Revolution: Pay Taxes Once and Never Again. He offers well-researched, time-tested recommendations focusing on the unique needs of individuals with appreciable assets in their IRAs and 401(k) plans. His plans include tax-savvy advice, and intricate beneficiary designations for IRAs and other retirement plans. Jim’s advice and recommendations have received national attention from syndicated columnist Jane Bryant Quinn, his recommendations frequently appear in The Wall Street Journal, and his articles have been published in Financial Planning, Kiplinger’s Retirement Reports and The Tax Adviser (AICPA). Both of Jim’s books have been acclaimed by over 60 industry experts including Charles Schwab, Roger Ibbotson, Natalie Choate, Ed Slott, and Bob Keebler.