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.
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.
