
21 August, 2020

Richard Roberto
Email: RRoberto@fortpittcapital.com FOCUS As a Client Relationship Specialist, Rico assists with the preparation of client portfolio reviews, fund transfers, new client on boarding, and other account inquiries. CAREER HIGHLIGHTS Rico started his career in a finance development program, where he gained experience in several corporate functions. His interest in wealth[...] Continue reading21 August, 2020

Katharine Perry, CFP®
Email: kperry@fortpittcapital.com FOCUS Katharine concentrates on working with clients to provide peace of mind about their financial future. From the first discovery meeting to fostering an ongoing, high-touch relationship, she helps individuals and families create a long-term blueprint for their money goals, no matter what stage of life they are in. As a fiduciary[...] Continue reading21 August, 2020