There’s a new face at Fort Pitt! Linda Miller recently joined our team as a retirement plan specialist. For this edition of employee spotlight, we chatted with Linda about her job, her family and her travels. Read on to learn about one of our newest employees! What are your main…
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Author: FPCG
Roof Advisory Group to join Fort Pitt Capital Group
We’re excited to announce that Roof Advisory Group, based in Harrisburg, PA, is joining Fort Pitt! As of August 1, each firm agreed to the merger, which is expected to close in the fourth quarter of 2019, subject to customary closing conditions. Founded by Jeff Roof in 1998, Roof Advisory…
Fort Pitt continues streak of recognition on Financial Advisor’s RIA Ranking
No post-holiday blues here at Fort Pitt— instead we are celebrating! That’s because Fort Pitt is once again on Financial Advisor’s annual RIA ranking. It’s a list on which the firm has been named for the past several years. The 2019 list was released in the July issue of the…
2019 Vetrepreneur of the Year Award presentation
At the end of May, Fort Pitt had the privilege of presenting U.S. Navy Veteran, Michael Cherock, with the 2019 Pittsburgh Vetrepreneur of the Year award. The presentation took place at the annual “A Tribute to Veterans” event, which was organized by the Veterans Leadership Program of Western Pennsylvania. Michael…
2019 Pittsburgh Vetrepreneur of the Year award recipient announced
Fort Pitt had the honor of sponsoring the 2019 Pittsburgh Vetrepreneur of the Year award for the second year in a row. This prestigious award recognizes a regional veteran business owner who exhibits characteristics that enable their business to flourish and emit growth and success. This year’s winner is Michael…
Tip of the month: Spring cleaning your finances
Now that Spring is officially here, it’s time to cut through the clutter and organize your financial life. Here are some tips to help you deep clean your finances: Cut out bad spending habits Keep a journal or go through your financial statements to identify your biggest financial culprits. Whether…
Barron’s Top Advisors: PA – Mike Blehar and Ted Bovard recognized (again!)
Barron’s is recognizing two of our own as the top financial advisors in Pennsylvania. We’re proud to announce Mike Blehar and Ted Bovard are on Barron’s list of 2019 Top 1,200 Financial Advisors Ranking by State. The pair are two of six advisors from Pittsburgh, out of the 48 advisors…
Katharine Perry recognized for community service and inspiration
At Fort Pitt we celebrate the achievements of our fellow team members and it was wonderful to see our own Katharine Perry recognized as a finalist in the Business and Finance category of the Inspiring Success Awards presented at the Junior Achievement Luncheon. The awards celebrate the importance of service…
A Q&A on target date funds: An all-in-one solution?
According to recent studies from Pensions & Investments, of the $3.7 trillion in defined contribution assets, 20 percent comes from target date funds. Since 2015, there has been a steady increase in these vehicles. We sat down with Denny Baish, senior investment analyst and portfolio manager, to hear his thoughts…
Inside the Fort: Supporting children’s professional preparedness
Junior Achievement of Western PA is one organization we continue to support through volunteering and sponsorship. The organization serves children through classroom lessons in financial literacy, entrepreneurship and workforce readiness programs, which are all integral for future professional success. Most recently, Fort Pitt was a Gift Sponsor for the organization’s…