21 August, 2020
Erica Patti
Senior Client Relationship Specialist Email: epatti@fortpittcapital.com FOCUS Erica is responsible for onboarding clients, communicating information to our trade team, preparing client reviews and scheduling appointments. CAREER HIGHLIGHTS Erica brings nearly 9 years of customer service experience to Fort Pitt Capital Group. She was attracted to the idea of working[...] Continue reading21 August, 2020
Francesca Leverich
Client Service Manager Email: fleverich@fortpittcapital.com FOCUS Francesca oversees the Client Relationship Specialist team. CAREER HIGHLIGHTS Francesca launched her career in the financial services industry over 20 years ago with Charles Schwab's Institutional Service Team in Orlando, FL, where she was assigned to high-net-worth advisory firms. After moving back to[...] Continue reading21 August, 2020
Janet Ivanoff
Lead Client Relationship Specialist Email: jivanoff@fortpittcapital.com FOCUS As a Client Relationship Specialist, Jan handles new account processing, funds transfer, and assists clients with day-to-day challenges to help them reach their financial goals. CAREER HIGHLIGHTS Jan has over 35 years of experience in the Life insurance industry, holding a variety of[...] Continue reading21 August, 2020
Kaitlyn Haney, CFP®
Financial Advisor Email: khaney@fortpittcapital.com FOCUS As a Financial Advisor, Kaitlyn helps guide clients to achieve their short and long-term financial goals by developing a detailed financial plan, implementing changes to that plan, and monitoring their ongoing success. CAREER HIGHLIGHTS Kaitlyn joined the firm soon after graduating from Penn State Behrend. In[...] Continue reading21 August, 2020