Jennifer Dillon-Michaels

FOCUSAs a Client Relationship Specialist, Jen assists with client onboarding, review preparation and client correspondence. CAREER HIGHLIGHTS Formerly a Production Stage Manager, Jen's favorite production was several seasons with the Radio City Christmas Spectacular with the world famous Radio City Rockettes at the Grand Ole Opry in Nashville, TN. After…

Kaitlyn Haney

FOCUS As a Client Relationship Specialist, Kaitlyn helps clients in their onboarding process, preparing and scheduling client reviews, transferring funds, and communicating with the trading team. CAREER HIGHLIGHTS Kaitlyn joined the firm soon after earning her degree from Penn State Behrend. When her professor told her about the available position…

Shawna Humbert

FOCUS As a Client Relationship Specialists, Shawna spends her days performing an array of tasks such as assisting clients with account inquiries, preparing portfolio reviews, and sending investment requests. CAREER HIGHLIGHTS Prior to coming to Fort Pitt Capital, Shawna spent nine years working within the Treasury Sector at a global…

Janet Ivanoff

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 positions ranging from handling new business…

Kerry Kelly

FOCUS Kerry's strength lies in her ability to interact with clients. Whether it's working through problems and concerns, or just offering support in times of need, we count on Kerry to provide peace of mind for our clients. CAREER HIGHLIGHTS After a 27-year stint in the insurance industry, Kerry decided…

Francesca Leverich

FOCUS Francesca is involved in nearly every aspect of client relation, such as database entry, processing, mailings, managing calls, personal requests and setting appointments. In addition, Francesca also assists with interviews and onboarding for new hires. CAREER HIGHLIGHTS After graduating with a degree in Biology, Francesca took a position in…

Erica Patti

FOCUS Erica is responsible for on-boarding clients,communicating information to our trade team, preparing client reviews and scheduling appointments. CAREER HIGHLIGHTS Erica brings nearly 9 years of customer service experience to Fort Pitt Capital Group. She was attracted to the idea of working for a close-knit company and thought her skill…

Richard Roberto

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 management led…

Aileen Rohrig

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 Network. Aileen moved around a bit,…

Adrianne Smith

FOCUS As a Client Relationship Specialist, Adrianne supports the firm’s Investment Advisors. She assists clients with day-to-day requests, handles the new account and transfer processing. Adrianne also schedules client reviews, and an array of other tasks. CAREER HIGHLIGHTS Adrianne has spent the past 25 years in the banking and finance…

Nathan Boxx, Bradley Newman, Jason Seltzer

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