Chelsea Schneider

Email: cschneider@fortpittcapital.com FOCUS As a Client Relationship Specialist, Chelsea assists with onboarding new clients, scheduling plan review meetings, opening accounts, and moving funds. She works directly with the advisor to create a positive experience. CAREER HIGHLIGHTS Before coming to Fort Pitt Capital Group, Chelsea worked in customer service and[...] Continue reading

Gabriella Morton

Email: gmorton@fortpittcapital.com FOCUS As a Client Relationship Specialist, Gabriella works with advisor’s teams to help support client relationships. She assists with day-to-day client needs, including client onboarding and scheduling reviews. Gabriella has a passion for building relationships with clients and helping them to reach their financial goals. CAREER[...] Continue reading

Chelsea E. Davis

Front Desk Receptionist Email: cdavis@fortpittcapital.com FOCUS As the receptionist, Chelsea creates a warm and welcoming environment for all clients and potential clients at Fort Pitt. She ensures the rest of the team has everything needed in office so they can remain client focused and at ease. CAREER HIGHLIGHTS Chelsea comes from an extensive hospitality[...] Continue reading

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 reading

Felicia Bosley

Senior Client Relationship Specialist 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[...] Continue reading