Cory J. Phillips, CFP®, CRPC™

Email: cphillips@fortpittcapital.com FOCUS As a financial advisor, Cory works with individuals to achieve their version of financial success. Cory's goal is to help his clients reach their goals. Utilizing his field knowledge and extensive team resources, he finds the investments and plan of action needed to turn an aspiration into a plan and then reality. From[...] Continue reading

Aaron Everdyke, ChFC®

Business Analyst Email: aeverdyke@fortpittcapital.com FOCUS As a Business Analyst, Aaron concentrates on system implementation and application development. He closely collaborates with the developers and stakeholders from various departments to gather and analyze business requirements for development efforts that impact the firm’s portfolio management and trading[...] Continue reading

Erica Meyer

Email: emeyer@fortpittcapital.com  FOCUS: Putting the client first, Erica provides comprehensive support and service as a Client Relationship Specialist. She enjoys helping clients on a daily basis and being an integral resource in achieving results. CAREER HIGHLIGHTS: With a career plan set on finance, Erica brings accumulated experience in the wealth management[...] Continue reading

Mathew Bosley

Email: mbosley@fortpittcapital.com Focus As a Client Relationship Specialist, Mathew helps with onboarding new clients, preparing and scheduling client portfolio reviews, transferring and allocating client funds, communicating to the trade team, client correspondences, and other account inquires. Career Highlights Mathew has worked in the financial services industry[...] Continue reading

Taylor Berardelli

Business Analyst Email: tberardelli@fortpittcapital.com FOCUS As a Business Analyst, Taylor concentrates on application development, data analytics and process automation. His area of focus is support of the client service team and CRM management CAREER HIGHLIGHTS Before joining Fort Pitt Capital Group, Taylor worked at two regional banks in a variety of roles,[...] Continue reading