26 July, 2022
Haley Thorp
Marketing Coordinator Email: hthorp@fortpittcapital.com Focus As marketing coordinator, Haley aims to drive the firm’s growth by providing support for the marketing team, conducting research, creating content, planning events, and executing successful marketing campaigns. Career Highlights Haley graduated in 2018 with a degree in business administration with a[...] Continue reading21 January, 2022
Patrick Fanning
Financial Planner Email: pfanning@fortpittcapital.com FOCUS As a Financial Planner Patrick focuses on utilizing client data and advisor recommendations to create holistic investment plans using various planning software. These plans serve as a guide to helping clients achieve financial well-being as well as reaching other life goals. CAREER HIGHLIGHTS Prior to[...] Continue reading5 October, 2021
Livia Walker
Portfolio Accountant Email: lwalker@fortpittcapital.com FOCUS As a member of the Back Office Operations team, Livia works behind the scenes to ensure the accuracy of data in client accounts, to analyze daily activities, and report findings to the advisory teams. CAREER HIGHLIGHTS Livia has 20 years of experience in investment accounting and back-office operations.[...] Continue reading5 October, 2021
Sarah Zervos
Email: szervos@fortpittcapital.com FOCUS Sarah's responsibilities include client onboarding, scheduling reviews, and assisting in every aspect of the clients' journey with Fort Pitt. As a Client Relationship Specialist, she will frequently communicate among different departments to ensure the clients' needs are thoroughly addressed. CAREER HIGHLIGHTS Sarah graduated[...] Continue reading27 September, 2021