Inside the Fort: A look back and look forward

Todd Douds in Fort Pitt News 22 March, 2019

The phrase, “You have to look back to move forward,” is a powerful one for businesses. While we are well into 2019 – and have many objectives and goals for the rest of the year – there were some standout moments in 2018 that were meaningful to the future growth of Fort Pitt.

Below, we highlight recent achievements and developments at our firm:

From a growth standpoint, we have added seven new employees over the last 12-15 months.  This includes one advisor, Beth Lynch, who joined us in January of 2018. We also had two employees pass industry certifications. Kudos to Don on passing his CFA and Leigh for passing her FPQP!

In addition, we added over $245 million in new assets, bringing us to $2.5 billion in assets under management. Due to our success, we received an award at our parent company’s Focus Financial conference, which recognized our firm for most consistent organic growth over the last three years.

From an operations standpoint, we had many exciting initiatives and projects taking place that came to fruition. Not only did we create our Facebook page (big thanks to our loyal followers!), but we also extended our office space to include eight new offices, two conference rooms, and a larger kitchen. Furthermore, we started a monthly internal training program that we are excited about, which brings together all employees to discuss different areas of expertise. These hour-long “Fort Pitt Lunch & Learns” have covered topics like rules of investing, bonds 101, stocks 101, and a deep dive into the back office. While these sessions are informative, we’ve found they also increase communication, content sharing and knowledge of the overall industry. On top of all that, we initiated our Fort Pitt Alliance, an internal cultural committee that focuses on team building activities, training, and charity opportunities.

As far as 2019 goes, we already have several software updates that we plan to roll out, so we’ll be sure to update our Ramparts readers with more exciting details there.

As always, we are looking forward to a successful rest of 2019 and want to thank all of our clients, Ramparts readers, and industry peers for turning to us for insight and financial guidance.

Stay tuned for more exciting news to come throughout 2019…

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