We are happy to announce the addition of Katharine Perry, Associate Financial Consultant, to the Fort Pitt Capital Group team. Katharine grew up in the Pittsburgh area and is an alumna of The University of Pittsburgh where she studied psychology. An interest in financial services runs in her family, and she comes to us after spending the last two years working as a Financial Advisor at Morgan Stanley.
Katharine was drawn to Fort Pitt because she believes in our philosophy and big picture planning process. She enjoys our collaborative approach with clients and looks forward to working with them to create successful long-term plans.
While Katharine is enthusiastic to work with and help all of her clients achieve financial success, as a young woman herself, she is particularly motivated to assist and educate other women and young professionals.
We are proud to welcome someone like Katharine with her unique psychology background. Discussing someone’s finances and financial future can be a sensitive subject and Katharine’s psychology education allows her to connect with clients and provide financial education in a way that is understandable and with a level of comfort that is an asset to our firm.