Rebecca is a member of Fort Pitt’s Compliance Team. She works with the Chief Compliance Officer and the Directors of Compliance and Operations, and helps to ensure the firm’s Compliance tasks are completed in a timely and accurate manner. Rebecca is also involved in Back Office Operations with a concentration on policies and procedures, as well as being responsible for preparing and posting the client Quarterly Reports to the Client Portal.
Rebecca has been in the Investment Management field for over fifteen years with a focus on Back Office Operations and in more recent years, Compliance. In 2015 she earned the IACCP ® designation (Investment Adviser Certified Compliance Professional), sponsored by NRS (National Regulatory Services).
Keene State College, Investment Advisor Certified Compliance Professional (IACCP®)
Rebecca enjoys getting together with her co-workers and their families, especially when it involves a Pirates game, bowling, or taking a tour on the Gateway Clipper. In her spare time, she also likes to exercise, garden, cook, and read.