Michael Blehar

FOCUS As one of the managing partners at the firm, Michael manages the strategic plans for the future of Fort Pitt Capital. He also provides guidance to other advisors at the firm, coaching them on how to provide the best possible outcomes for our clients and how to better communicate…

Theodore M. Bovard

FOCUS Ted focuses on advising clients on portfolio design and financial planning in ways that help them achieve their goals. CAREER HIGHLIGHTS Ted began his career in financial advisory services in 1987 and joined another regional firm in 1988. There he served on the Investment Policy Committee and Management Committee.…

Nathan Boxx, AIF®, CFP®

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, where he implemented wealth management…

Chris Chaney, CEPA

FOCUS Chris has special expertise in portfolio analysis, business transfer planning, charitable giving, and estate planning. He is very involved with the exit planning process as a means to better prepare clients for the eventual transition of their business. Chris values working with likeminded people at Fort Pitt, who are…

William Engel, CFP®

FOCUS Bill focuses on building strong client relationships by utilizing his experience and expertise in investment management and financial planning. He loves working with a group of professionals who share a common goal - taking great care of the people we work for. CAREER HIGHLIGHTS Bill began his career as…

Emily P. Franco

FOCUS Emily is a creative problem solver who will exhaust every possibility to help her clients achieve their goals. As a financial advisor, Emily enjoys helping clients organize their financial lives, plan for their futures, and feel secure in the present. CAREER HIGHLIGHTS Emily has been working in financial services…

Cassie Kelly

FOCUS As a Financial Advisor, Cassie works with clients to define and achieve their financial goals. Cassie’s main focus is working with young professionals as they begin their careers and start to build their wealth. She also works to support clients that work with Chris Chaney, CEPA. CAREER HIGHLIGHTS Cassie…

Santo Liberto

FOCUS Santo works as a financial advisor for both new and existing clients, providing personalized financial advice. Santo has valued personal relationships with clients and co-workers from his first day on the job. CAREER HIGHLIGHTS Santo began his career in financial services in 1999 with a small brokerage firm in…

Beth Lynch, CFP®

FOCUS Beth works with individuals and families to help them in identify their financial goals and aspirations, and then create a financial plan to achieve those goals. She enjoys advising and educating clients, providing sound advice, and building strong relationships with her clients. CAREER HIGHLIGHTS Beth came to Fort Pitt…

Chuck Mattiucci, AIF®

FOCUS Chuck works alongside our clients to help them define their financial goals and develop a blueprint for meeting those goals. He is passionate about working with a team at Fort Pitt who shares his ambitions. CAREER HIGHLIGHTS Chuck began his career as a financial advisor in 2008 and worked…

medicare webinar

Understanding Medicare

Wed, Sep 23, 2020 12:30 PM – 1:30 PM EDT

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Nathan Boxx, Bradley Newman, Jason Seltzer

Impact of COVID 19 on Healthcare Costs

Wed, Oct 14, 2020 12:30 PM – 1:30 PM EDT

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