Taylor Berardelli

Financial Planning Specialist Email: tberardelli@fortpittcapital.com FOCUS Taylor entered the finance field at a young age to pursue a career where he can use his passion for numbers to help people achieve their financial goals. CAREER HIGHLIGHTS Taylor began his career working for a regional bank at 18. He was able to climb the corporate ladder to become a[...] Continue reading
15 January, 2021

Matt Long

Financial Planning Specialist Email: mlong@fortpittcapital.com FOCUS With a hospitality background, Matthew is very interested in making sure every financial plan he works on has been tailored to the specific needs of the client. He enjoys Fort Pitt because of the focus on the clients and making sure their needs are met at every step. CAREER HIGHLIGHTS Matthew began[...] Continue reading
15 January, 2021

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
9 November, 2020

Lisa M. Tokich

Technical Support Analyst Email: ltokich@fortpittcapital.com FOCUS Lisa has experience in computer software and hardware support as well as network, telephony, server, and helpdesk experience.  Lisa is driven by customer service and enjoys being able to solve technical problems and issues. CAREER HIGHLIGHTS Lisa has worked in Information Technology for over 20[...] Continue reading
6 November, 2020

Tasha Ward

FOCUS As a Client Relationship Specialist, Tasha assists with the onboarding of new clients, preparing and scheduling client reviews, responding to client requests, and communicating with the firm’s advising and trading teams.   CAREER HIGHLIGHTS Tasha joined the firm after completing her Peace Corps service in Botswana in 2020. During her two years abroad,[...] Continue reading
13 October, 2020

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