Tasha Ward

Focus: As a Client Relationship Specialist, Tasha assists with the onboarding of new clients, preparing and scheduling client reviews, responding to client requests, and communicating with the firm’s advising and trading teams   Career Highlights: Tasha joined the firm after completing her Peace Corps service in Botswana in 2020 During her two years abroad,[...] Continue reading
13 October, 2020

Autumn Butler, AFC ®

FOCUS As a Client Relationship Specialist, Autumn helps with client correspondence, communicating to the trade team, scheduling appointments, and transferring clients’ funds CAREER HIGHLIGHTS Autumn comes from a background of non-profit work where she served individuals and families from many walks of life Most recently, she worked as a financial coach at Goodwill[...] Continue reading
13 October, 2020

Adrianne Smith

Email: ASmith@fortpittcapitalcom FOCUS As a Client Relationship Specialist, Adrianne supports the firm’s Investment Advisors She assists clients with day-to-day requests, handles the new account and transfer processing Adrianne also schedules client reviews, and an array of other tasks CAREER HIGHLIGHTS Adrianne has spent the past 25 years in the banking and finance[...] Continue reading
21 August, 2020

Aileen Rohrig

Email: arohrig@fortpittcapitalcom FOCUS As a Client Relationship Specialist, Aileen assists with onboarding of new clients, preparation of client reviews, transfer and allocation of funds, and correspondence with clients CAREER HIGHLIGHTS After college, Aileen lived in Columbus, OH where she worked at Apple and then The Sygma Network Aileen moved around a bit,[...] Continue reading
21 August, 2020

Richard Roberto

Email: RRoberto@fortpittcapitalcom FOCUS As a Client Relationship Specialist, Rico assists with the preparation of client portfolio reviews, fund transfers, new client on boarding, and other account inquiries CAREER HIGHLIGHTS Rico started his career in a finance development program, where he gained experience in several corporate functions His interest in wealth[...] Continue reading
21 August, 2020

Join Our Newsletter

Receive updates from our blog, retirement plan industry events & news, media appearances, and the latest on Fort Pitt events.