Brandon Moore

Email: bmoore@fortpittcapital.com FOCUS As a Client Relationship Specialist, Brandon works closely with the advisor team to manage client relationships. He handles administrative duties, including processing client requests, preparing meeting materials, and transferring client funds. CAREER HIGHLIGHTS Brandon spent time in the finance departments of the state and a[...] Continue reading

Jennifer Green

Senior Client Relationship Specialist Email: jgreen@fortpittcapital.com FOCUS As a Client Relationship Specialist, Jennifer assists advisors with all facets of client service, including new client onboarding, processing new account paperwork, meeting preparation, money, and asset transfers, and client correspondence. CAREER HIGHLIGHTS Jennifer began her career in[...] Continue reading

Brad Newman, CFP®

Lead Financial Advisor Email: bnewman@fortpittcapital.com FOCUS Brad’s responsibilities include being the key, day-to-day contact for investment strategy, planning advice, and account oversight to ensure his clients’ financial goals are met. His coordination of financial planning and investment advisory work focuses on investment portfolio review, detailed[...] Continue reading