As a Client Relationship Specialist, Cassie handles new account processing, funds transfer, account maintenance, distribution of RMDs, preparation of portfolio reviews and general account oversight. Cassie also assists in our hiring and interview process.
After spending time at a brokerage firm in Pittsburgh, Cassie quickly realized her desire to work for a more local and more intimate company. When she learned Fort Pitt Capital was hiring, she eagerly reached out and the rest is history.
BA, Bucknell University
As a former Division I AA women’s soccer player at Bucknell University, Cassie enjoys staying active while helping others stay active and healthy, too. Aside from coaching classes at a gym in Mt. Lebanon, Cassie enjoys trying new restaurants and recipes, volunteering and traveling.