2 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
Ethan Shuba
Paraplanner Email: eshuba@fortpittcapital.com FOCUS Ethan is a Paraplanner who specializes in utilizing client data and advisor recommendations to develop comprehensive investment plans using various planning software. These plans serve as valuable guides for clients to attain financial well-being and achieve their life goals. CAREER HIGHLIGHTS Before joining the[...] Continue reading4 October, 2023
Aishwarya Mysore Raj
CRM Business Analyst Email: araj@fortpittcapital.com FOCUS As a CRM Business Analyst, Aishwarya closely collaborates with the CRM developer and stakeholders from various departments to gather and analyze business requirements for CRM-related development efforts. CAREER HIGHLIGHTS Aishwarya embarked on her journey as a Marketing Analyst Intern while pursuing her[...] Continue reading28 September, 2023
Maisha Baton-Stawson
Operations Analyst Email: mbaton@fortpittcapital.com FOCUS As a member of the Back Office Operations team, Maisha works behind the scenes to guarantee accuracy by auditing client accounts and daily activities. CAREER HIGHLIGHTS Maisha has worked in customer service for five years. As she grew into management positions, she spent more time using data to strengthen[...] Continue reading28 September, 2023
