10 February, 2023
Katelynn DiCroce
Email: kdicroce@fortpittcapital.com FOCUS As a Client Relationship Specialist, Katelynn works directly with an advisor team supporting client relationships. She handles administrative tasks such as processing client requests, coordinating client meetings, answering questions, and coordinating with prospecting clients. CAREER HIGHLIGHTS While Katelynn does not have a[...] Continue reading10 February, 2023
Philip Venanzi, CFP®
Senior Financial Planner Email: pvenanzi@fortpittcapital.com FOCUS Phil is very passionate about investments, economics, and helping people gain peace of mind regarding their financial picture. He looks forward to utilizing his knowledge and experience to contribute to Fort Pitt Capital’s proven track record of excellence in financial planning. Additionally, he looks[...] Continue reading14 December, 2022
Dana Nixon
Email: dnixon@fortpittcapital.com FOCUS Dana assists advisors with operational and administrative tasks with financial planning, including onboarding of new clients, preparing materials for client meetings, and assisting with client requests for transfers. CAREER HIGHLIGHTS After college Dana taught English abroad in Budva, Montenegro for a semester before starting[...] Continue reading23 August, 2022
Felicia Bosley
Email: fbosley@fortpittcapital.com FOCUS As a Client Relationship Specialist, Felicia assists with multiple aspects of client service. This includes onboarding new clients, preparing and scheduling client portfolio reviews, and handling client correspondences. CAREER HIGHLIGHTS Felicia has worked in finance for 8 years. During her time in the finance industry,[...] Continue reading23 August, 2022