21 August, 2020
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 reading21 August, 2020
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 reading21 August, 2020
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[...] Continue reading21 August, 2020
Brad Newman, CFP®
Lead Financial Advisor Email: bnewman@fortpittcapital.com FOCUS Brad’s responsibilities include being the key, day-to-day contact for investment strategy, planning advice, and account oversight to ensure his clients’ financial goals are met. His coordination of financial planning and investment advisory work focuses on investment portfolio review, detailed[...] Continue reading21 August, 2020