Cassie Kelly

Financial Advisor

ckelly@fortpittcapital.com

FOCUS

As a Financial Advisor, Cassie works with clients to define and achieve their financial goals. Cassie’s main focus is working with young professionals as they begin their careers and start to build their wealth. She also works to support clients that work with Chris Chaney, CEPA.

CAREER HIGHLIGHTS

Cassie started her career with a large brokerage company in Pittsburgh, and quickly realized she would prefer to work for a smaller company. She joined Fort Pitt in 2016 as a Client Relationship Specialist, and after 4 years in that role, she was promoted to her current role in August 2020. Cassie is currently studying to take the national exam to become a Certified Financial Planner following her coursework at Duquesne University.

EDUCATION

BA, Bucknell University

PERSONAL

As a former Division I AA women’s soccer player at Bucknell University, Cassie enjoys staying active and coaching group fitness classes at a local gym. In addition to fitness, Cassie enjoys cooking, exploring Western PA’s best hiking trails, and spending time with her family. Cassie and her husband reside in Fox Chapel, PA with their Goldendoodle, Louie.

Nathan Boxx, Bradley Newman, Jason Seltzer

Impact of COVID 19 on Healthcare Costs

Wed, Oct 14, 2020 12:30 PM – 1:30 PM EDT

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Savvy Social Security Planning: Basic Rules and Claiming Strategies

Thu, Oct 15, 2020 12:30 PM – 1:30 PM EDT

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