8 January, 2024
Eric O’Bradovich
Email: eobradovich@fortpittcapital.com FOCUS As a Client Relationship Specialist, Eric assists advisors with operational and administrative tasks. He helps with client onboarding, scheduling client reviews, and transferring client funds. CAREER HIGHLIGHTS After college, Eric started his career at another firm, where he helped service the firm’s existing client base[...] Continue reading10 February, 2023
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
Daryl Patten
Senior Vice President Email: dpatten@fortpittcapital.com FOCUS Daryl works with our clients to help them define and meet their investing goals through financial guidance, investment planning, and portfolio management. Daryl’s strong background in corporate leadership gives him a unique perspective on both the markets and client service. CAREER HIGHLIGHTS Daryl[...] Continue reading21 August, 2020