Katharine Perry, CFP®

Financial Advisor

Katharine Perry

Email: kperry@fortpittcapital.com

FOCUS

Katharine concentrates on working with clients to provide peace of mind about their financial future. From the first discovery meeting to fostering an ongoing relationship, she is passionate about helping individuals and families create a long-term blueprint for their money goals, no matter what their stage of life. Knowing that every client is different, Katharine gives her clients peace of mind by being patient, providing clarity, and taking the time to truly understand their situation.

CAREER HIGHLIGHTS

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.

EDUCATION

BS, University of Pittsburgh
CFP® Certification Education

COMMUNITY INVOLVEMENT

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.

PERSONAL

Outside of work, Katharine enjoys practicing yoga, traveling, and shooting sporting clays.

Talk With an Advisor

 

 

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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