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Daryl Patten – Vice President and Financial Consultant

“Helping people send their kids to college or save for a comfortable retirement, or helping them after the loss of a job or the passing of a loved family member – that’s when being a trusted advisor is most rewarding.”

Daryl Patten has seen the financial advisory industry from the perspective of the giant corporation and the personalized firm, and there’s little doubt where his heart lies today.

“At the big firms, corporate marketing drives asset acquisition – there’s no deep relationship with the client, it’s very superficial,” he says. “We’re the antithesis of that here. Most of our new clients come from referrals, we meet with them, we become their trusted advisors.”

Daryl has drawn on his first-hand leadership experience in training, sales, new market penetration, asset management, corporate sales to small- and medium-size companies, and professional development at Charles Schwab & Co. to enhance his comprehensive approach to client service at Fort Pitt Capital Group, which he joined in 2001. He is a graduate of Geneva College and attended the University of Pittsburgh Katz School of Business. He lives in Butler, PA, with his wife, Linda, and their two sons.

Our People

Financial Consultants:
> Michael Blehar
> Ted Bovard
> Daryl Patten
> Pat Antonetti
> Travis Sollinger, CFP, MBA

Portfolio Management and Operations:
> Doug Kreps, CFA
> Charles Smith
> Kim Caughey
> Greg Mastrean
> Robin Miller