Aileen Rohrig

Lead Client Relationship Specialist Email: arohrig@fortpittcapital.com FOCUS As a Client Relationship Specialist, Aileen assists with onboarding of new clients, preparation of client reviews, transfer and allocation of funds, and correspondence with clients. CAREER HIGHLIGHTS After college, Aileen lived in Columbus, OH where she worked at Apple and then The Sygma[...] Continue reading

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 reading

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 reading