David Zabela

email: dzabela@fortpittcapital.com FOCUS David enjoys working with clients to help them organize their investment portfolios and create strategies to ensure that they are in the optimal position to meet their personal goals. He does this by first evaluating a client's financial situation, personally spending the time with them to understand what is important and why,[...] Continue reading

Emily Sippel, CFP®

Email: esippel@fortpittcapital.com FOCUS As a highly detail-oriented and organized planner by nature, Emily enjoys coordinating with clients to assist them with their daily financial needs and long-term financial planning to achieve their future goals.  Her love of people gives Emily the skills to connect well with clients and continuously build relationships. CAREER[...] Continue reading

Bryson J. Roof, CFP®

Email: BRoof@fortpittcapital.com FOCUS Bryson aims to help clients navigate all aspects of their financial lives. Whether it’s purchasing/refinancing a home, assisting aging parents/adult children, or charitable gifting; each decision has an impact on future finances and retirement funding. He regularly coordinates with estate planning/eldercare attorneys,[...] Continue reading

Katharine Perry, CFP®

Email: kperry@fortpittcapital.com FOCUS Katharine concentrates on working with clients to provide peace of mind about their financial future. From the first discovery meeting to fostering an ongoing, high-touch relationship, she helps individuals and families create a long-term blueprint for their money goals, no matter what stage of life they are in. As a fiduciary[...] Continue reading

Daryl Patten

Senior Vice President Email: dpatten@fortpittcapital.com FOCUS Daryl works with our clients to help them define and meet their investing goals through financial guidance, investment planning and portfolio management. Daryl’s strong background in corporate leadership gives him a unique perspective on both the markets and client service. CAREER HIGHLIGHTS Daryl honed[...] Continue reading