4 May, 2021
Mathew Bosley
Email: mbosley@fortpittcapital.com Focus As a Client Relationship Specialist, Mathew helps with onboarding new clients, preparing and scheduling client portfolio reviews, transferring and allocating client funds, communicating to the trade team, client correspondences, and other account inquires. Career Highlights Mathew has worked in the financial services industry[...] Continue reading14 April, 2021
Aileen Droginske
Senior Client Relationship Specialist Email: adroginske@fortpittcapital.com 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[...] Continue reading21 August, 2020
Erica Patti
Senior Client Relationship Specialist Email: epatti@fortpittcapital.com FOCUS Erica is responsible for onboarding clients, communicating information to our trade team, preparing client reviews and scheduling appointments. CAREER HIGHLIGHTS Erica brings nearly 9 years of customer service experience to Fort Pitt Capital Group. She was attracted to the idea of working[...] Continue reading21 August, 2020
Francesca Leverich
Client Service Manager Email: fleverich@fortpittcapital.com FOCUS Francesca oversees the Client Relationship Specialist team. CAREER HIGHLIGHTS Francesca launched her career in the financial services industry over 20 years ago with Charles Schwab's Institutional Service Team in Orlando, FL, where she was assigned to high-net-worth advisory firms. After moving back to[...] Continue reading21 August, 2020