11 October, 2024
Zachary Nolasco
Email: znolasco@fortpittcapital.com FOCUS Zach’s job as a Client Relationship Specialist involves communicating effectively with clients, taking care of their needs, and handling tasks for his fellow team members. CAREER HIGHLIGHTS Before Fort Pitt, Zach worked as a performance analyst at an investment bank for 2 years. EDUCATION BA, University of[...] Continue reading9 October, 2024
Brandon Moore
Email: bmoore@fortpittcapital.com FOCUS As a Client Relationship Specialist, Brandon works closely with the advisor team to manage client relationships. He handles administrative duties, including processing client requests, preparing meeting materials, and transferring client funds. CAREER HIGHLIGHTS Brandon spent time in the finance departments of the state and a[...] Continue reading17 September, 2024
Jacob Watson
Email: jwatson@fortpittcapital.com FOCUS As a Client Relationship Specialist, Jacob works closely with the advisor’s teams to help build and maintain client relationships. He assists with opening new accounts, scheduling plan review meetings, onboarding new clients, administrative duties and answering any questions a client may have. CAREER HIGHLIGHTS Before[...] Continue reading17 September, 2024
Montana Stewart
Email: mstewart@fortpittcapital.com FOCUS As a Client Relationship Specialist, Montana collaborates closely with an advisor team to manage client relationships. She handles administrative duties, including processing client requests, organizing meetings, answering inquiries, and liaising with potential clients. CAREER HIGHLIGHTS Throughout her career, Montana has[...] Continue reading3 September, 2024