Katharine Perry, CFP®

Financial Consultant



Katharine concentrates on next generation planning by utilizing long term investment and financial strategies for young professionals. By combining her financial training with a background in social sciences, she is uniquely positioned not only to support client goals, but develop distinctive solutions to the complex challenges they may encounter along the way.


After growing up around the business thanks to her parents, Katharine developed her own financial advisory skills at Morgan Stanley before joining Fort Pitt Capital Group in 2016.


BS, University of Pittsburgh


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), the Pittsburgh Foundation Young Professional Advisors Committee and the Association for Corporate Growth. Also Vice Chair of the Young Professionals Board for Junior Achievement and on the board of directors for the Pittsburgh Emergency Medicine Foundation.


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