Raquel Branchik

FOCUS Raquel is primarily responsible for the daily reconciliation of financial activity in our clients’ accounts. As a member of the Back Office Operations team, she works behind the scenes to verify that our client's accounts are reconciled to the penny. This includes auditing the previous day’s transactions and ensuring…

J. Todd Douds, CFA®, AIF®

FOCUS As the Director of Research and Operations, Todd specializes in investment research, manager research, asset allocation and alternative investments. He also oversees IT, marketing and helps guide the firms strategic direction. CAREER HIGHLIGHTS Before joining Fort Pitt Capital Group in 2012, Todd was a senior associate at Wilshire Associates.…

Mary Giconi

FOCUS Mary is in charge of overseeing all aspects of compliance for the firm. Mary maintains a comprehensive Compliance Program as required by the many rules and regulations related to an SEC (U.S. Securities and Exchange Commission) Registered Investment Advisor (RIA).  The Compliance Program is built around a compliance calendar…

James Hagerty

FOCUS As a Business Analyst, Jim concentrates on system implementation and application development. His area of focus is support of the portfolio management and trading teams. CAREER HIGHLIGHTS Jim began his career in 2004 as a performance analyst for a fixed income investment manager. Over 15 years in investment management,…

Arlene Hoebler

FOCUS Arlene is in charge of accounts payable (ensuring all invoices are correct before processing). She is also responsible for reviewing and implementing the payroll, introducing new employees to the firm's health care policies, 401K plan, vacations, and more. CAREER HIGHLIGHTS Arlene started her career at Fidelity Investments, before meeting…

Rebecca Johnson, IACCP®

FOCUS Rebecca is a member of Fort Pitt’s Back Office Operations team. She works with her team to ensure the client’s account data is accurate with a focus on policies and procedures. She is also responsible for preparing and posting the client Quarterly Reports to the Client Portal. CAREER HIGHLIGHTS…

Demetrius Kokales

FOCUS As a Financial Paraplanner, Demetrius specializes in creating investment plans to support advisor recommendations through robust software, reports, and data. Demetrius helps bring clients’ investment plans to life in order to help them achieve their financial goals and aspirations in an interactive way. CAREER HIGHLIGHTS Before joining Fort Pitt…

Annette Krebs

FOCUS As a part of the finance team at Fort Pitt Capital, Annette's main responsibilities include auditing client billing files and processing management fees. CAREER HIGHLIGHTS After falling in love with the workplace culture, Annette came to Fort Pitt Capital in search of a new challenge. She brings many years…

Thomas Lindgren

FOCUS As a member of the Back Office Operations team, Tom works to ensure accuracy of data in client accounts. He works with his teammates to analyze daily activities and report important details to the advisory teams. CAREER HIGHLIGHTS Tom has worn many hats in over 20 years in the…

Karen Matelan, CPA®

FOCUS Karen is in charge of directing the accounting management needs at the firm, including revenue analysis, generating financial statements, budget oversight, accounting software implementation and more. CAREER HIGHLIGHTS Before joining Fort Pitt Capital Group, Karen spent 10 years at local non-profit, LifeSpan Inc. After working her way up the…