Brandon Moore

Email: bmoore@fortpittcapital.com FOCUS As a Client Relationship Specialist, Brandon works closely with the advisor team to manage client relationships. He handles administrative duties, including processing client requests, preparing meeting materials, and transferring client funds. CAREER HIGHLIGHTS Brandon spent time in the finance departments of the state and a[...] Continue reading

Jacob Watson

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. CAREER HIGHLIGHTS Before[...] Continue reading

David A. Plante, CFP®

Email: dplante@fortpittcapital.com FOCUS David focuses on helping clients build a solid financial foundation. With retirement, wealth preservation, and estate planning knowledge, David provides his clients with comprehensive financial solutions. He assists clients in achieving their long-term goals through personalized planning and strategic guidance. CAREER[...] Continue reading

Ashley Hannon

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 their investment and overall[...] Continue reading

Jennifer Green

Senior Client Relationship Specialist Email: jgreen@fortpittcapital.com FOCUS As a Client Relationship Specialist, Jennifer assists advisors with all facets of client service, including new client onboarding, processing new account paperwork, meeting preparation, money, and asset transfers, and client correspondence. CAREER HIGHLIGHTS Jennifer began her career in[...] Continue reading