Katharine Perry, CFP®
Katharine concentrates on working with clients to provide peace of mind about their financial future. From the first discovery meeting to fostering an ongoing, high-touch relationship, she helps individuals and families create a long-term blueprint for their money goals, no matter what stage of life they are in. As a fiduciary that prioritizes clients’ best interests, she helps develop strategies to manage cash flow, save for retirement, create a plan for the charitably inclined, and assist those in job transitions with the necessary steps to carry over retirement savings.
After growing up around the business, Katharine developed her own financial advisory skills at Morgan Stanley before joining Fort Pitt Capital Group in 2016. With a background in the social sciences, paired with financial training, Katharine is uniquely positioned to develop and manage client relationships, support client goals, and problem solve. She completed the Certified Financial Planner designation in 2017.
BS, University of Pittsburgh
Member of The Center for Women’s Entrepreneurship at Chatham University, Power of Southpointe, Washington County Chamber of Commerce, Pittsburgh Venture Capital Association, Women for Economic and Leadership Development (WELD), and the Pittsburgh Foundation Young Professional Advisors Committee. On the board of directors for the Pittsburgh Emergency Medicine Foundation, Vice President of the Association for Corporate Growth Future Corporate Leaders and Vice Chair of the Young Professionals Board for Junior Achievement.
Outside of work, Katharine enjoys practicing yoga, traveling, and shooting sporting clays.