Courtney Duncan

Client Relationship Specialist Email: cduncan@fortpittcapital.com FOCUS As a Client Relationship Specialist for Retirement Plan Services, Courtney helps with onboarding new clients, preparing and scheduling plan reviews, transferring and allocating client funds, communicating with the trade team, client correspondence, and other account inquiries. CAREER[...] Continue reading
30 November, 2023

Tondalaya Hampton

Client Relationship Specialist Email: thampton@fortpittcapital.com FOCUS As a Client Relationship Specialist for Retirement Plan Services, Tondalaya helps with onboarding new clients, preparing and scheduling client portfolio reviews, transferring and allocating client funds, communicating with the trade team, client correspondence, and other account inquiries. CAREER[...] Continue reading
11 October, 2023

Mario Lopez

Retirement Plan Services Advisor Email: mlopez@fortpittcapital.com FOCUS Mario focuses on educating plan participants about their retirement plans. Mario enjoys advising clients by providing sound recommendations, and building strong relationships. CAREER HIGHLIGHTS Mario has worked in finance for over 14 years in various roles in retail banking:  Financial Advisor,[...] Continue reading
3 November, 2022

Nathan Boxx, AIF®, CFP®

Director of Retirement Plan Services Email: nboxx@fortpittcapital.com FOCUS As the Director of Retirement Plan Services at Fort Pitt Capital, Nathan helps our retirement plan sponsors meet their fiduciary obligations and their participants achieve retirement goals. CAREER HIGHLIGHTS Nathan began his career in 2003 with a large bank serving in the trust department,[...] Continue reading
21 August, 2020

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