Pittsburgh

Cory J. Phillips, CFP®, CRPC™

Financial Advisor 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[...] Continue reading

Aaron Everdyke, ChFC®

Operations Manager Email: aeverdyke@fortpittcapital.com FOCUS As the Operations Manager at Fort Pitt Capital Group, Aaron ensures the seamless operation of investment accounting and client services.  This includes overseeing portfolio accounting, resolving complex issues, and managing client billing to maintain accuracy and efficiency. CAREER HIGHLIGHTS Aaron[...] Continue reading

Mathew Bosley

Client Service Manager Email: mbosley@fortpittcapital.com FOCUS As a Client Service Manager, Mathew oversees the Client Relationship Specialist team.  He also helps with onboarding new clients, transferring and allocating client funds, communicating to the trade team, client correspondences, and other account inquiries. CAREER HIGHLIGHTS Mathew has worked in the[...] Continue reading

Kathryn P. Shirk

Human Resources Email: kshirk@fortpittcapital.com FOCUS Kate proactively aligns administrative functions with Fort Pitt's strategic objectives. Kate believes in the importance of having the right people in the right seats, doing the right things, at the right time, ensuring Fort Pitt achieves its strategic priorities. In her multifaceted role, Kate collaborates[...] Continue reading

Elise Minzer

Client Relationship Specialist Email: eminzer@fortpittcapital.com FOCUS As a Client Relationship Specialist, Elise works with her advisory team to help support and build client relationships. She assists with new client onboarding, scheduling reviews and preparing for meetings, money movement, and other various client needs. CAREER HIGHLIGHTS Elise started her career[...] Continue reading