Pittsburgh

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

Ryan Weaver

Client Relationship Specialist Email: rweaver@fortpittcapital.com FOCUS Ryan assists advisors with operational and administrative tasks with financial planning, including new client onboarding, preparing materials for client meetings, and assisting with client requests for transfers of funds. CAREER HIGHLIGHTS Ryan graduated in 2022 with a degree in Finance.  While[...] Continue reading

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 reading

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 reading

Sarah Zervos

Client Relationship Specialist 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[...] Continue reading