Aaron Everdyke, ChFC®

Client Relationship Specialist

Email: aeverdyke@fortpittcapital.com

FOCUS

As a Client Relationship Specialist, Aaron helps with onboarding new clients, preparing and scheduling client portfolio reviews, transferring and allocating client funds, communicating to the trade team, client correspondences, and other account inquires.

CAREER HIGHLIGHTS

Aaron started his journey in the financial services industry in 2011 at a small Pittsburgh-based financial planner as an insurance specialist.  In 2015, Aaron took the leap to become an Investment Advisor Representative and in 2019 he earned his Chartered Financial Consultant® (ChFC®) designation.  Looking for a new challenge Aaron joined the Fort Pitt Capital Group team in 2021 as a Client Relationship Specialist.

EDUCATION

Robert Morris University

PERSONAL

Aaron loves spending time with his wife, their amazing daughter, and their pets; a crazy Australian Shepard named Rocket and their laid-back cat, Moose.  When he has a spare moment, Aaron loves to get lost in a good book, explore new technology or hop on his bike and go for a nice ride on all the great local trails.

 

 

The achievement of any professional designation should not be construed as a guarantee that a client will experience a certain level of results or satisfaction if Fort Pitt is engaged, or continues to be engaged, to provide investment advisory services.

 

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