1 August, 2023
Chelsea Schneider
Client Relationship Specialist 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[...] Continue reading30 June, 2023
Gabriella Morton
Client Relationship Specialist 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[...] Continue reading13 June, 2023
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 reading2 May, 2023
Katelynn DiCroce
Client Relationship Specialist 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[...] Continue reading10 February, 2023