Client Services

Jacob Watson

Client Relationship Specialist Email: jwatson@fortpittcapital.com FOCUS As a Client Relationship Specialist, Jacob works closely with the advisor’s teams to help build and maintain client relationships. He assists with opening new accounts, scheduling plan review meetings, onboarding new clients, administrative duties and answering any questions a client may have.[...] Continue reading

Montana Stewart

Client Relationship Specialist Email: mstewart@fortpittcapital.com FOCUS As a Client Relationship Specialist, Montana collaborates closely with an advisor team to manage client relationships. She handles administrative duties, including processing client requests, organizing meetings, answering inquiries, and liaising with potential clients. CAREER[...] Continue reading

Chelsea Schneider

Client Relationship Specialist Email: cschneider@fortpittcapital.com FOCUS As a Client Relationship Specialist, Chelsea assists with onboarding new clients, scheduling plan review meetings, opening accounts, and moving funds. She works directly with the advisor to create a positive experience. CAREER HIGHLIGHTS Before coming to Fort Pitt Capital Group, Chelsea[...] Continue reading

Ashley Hannon

Client Relationship Specialist Email: ahannon@fortpittcapital.com FOCUS As a Client Relationship Specialist, Ashley works alongside the advisor’s teams to aid and build client relationships. She assists with the needs of the client, day-to-day tasks, and a variety of other operations. Ashley has a passion for client relations and strives to help each client achieve[...] Continue reading

Gabriella Morton

Client Relationship Specialist Email: gmorton@fortpittcapital.com FOCUS As a Client Relationship Specialist, Gabriella works with advisor’s teams to help support client relationships. She assists with day-to-day client needs, including client onboarding and scheduling reviews. Gabriella has a passion for building relationships with clients and helping them to reach[...] Continue reading