Richard Roberto, CFP®

Client Relationship Specialist

Email: rroberto@fortpittcapital.com

FOCUS

As a Client Relationship Specialist, Rico assists with the preparation of client portfolio reviews, fund transfers, new client onboarding, and other account inquiries.

CAREER HIGHLIGHTS

Rico started his career in a finance development program, where he gained experience in several corporate functions. His interest in wealth management led him to join Fort Pitt Capital Group in 2019.

EDUCATION

BS, Pennsylvania State University

PERSONAL

Outside of work, Rico enjoys golfing, cooking, and spending time with friends and family.

Talk With Our Team

 

 

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.

 

Join Our Newsletter

Receive updates from our blog, retirement plan industry events & news, media appearances, and the latest on Fort Pitt events.