4 January, 2024
Courtney Duncan
Client Relationship Specialist Email: cduncan@fortpittcapital.com FOCUS As a Client Relationship Specialist for Retirement Plan Services, Courtney helps with onboarding new clients, preparing and scheduling plan reviews, transferring and allocating client funds, communicating with the trade team, client correspondence, and other account inquiries. CAREER[...] Continue reading30 November, 2023
Bailey Kersnick
Junior Investment Analyst Email: bkersnick@fortpittcapital.com FOCUS Bailey maintains and rebalances portfolios, as well as processes trades per Fort Pitt Capital’s strategic models. CAREER HIGHLIGHTS Bailey graduated in 2022 with a degree in finance. Prior to working at Fort Pitt Capital Group, Bailey was an analyst for a national bank headquartered in Pittsburgh[...] Continue reading21 November, 2023
Joseph Saracena, CFP®, ChFC
Senior Financial Planner Email: jsaracena@fortpittcapital.com FOCUS Joe focuses on risk-based financial planning and creating financial plans for families and individuals to help them weather the unexpected events that life may bring. CAREER HIGHLIGHTS Joe joined Fort Pitt Capital in 2023 with over 20 years of experience in financial and insurance planning. He has[...] Continue reading2 November, 2023
Tondalaya Hampton
Client Relationship Specialist Email: thampton@fortpittcapital.com FOCUS As a Client Relationship Specialist for Retirement Plan Services, Tondalaya helps with onboarding new clients, preparing and scheduling client portfolio reviews, transferring and allocating client funds, communicating with the trade team, client correspondence, and other account inquiries. CAREER[...] Continue reading11 October, 2023