Chelsea Schneider

Email: cschneider@fortpittcapital.com FOCUS As a Client Relationship Specialist, Chelsea assists with onboarding new clients, scheduling plan review meetings, opening accounts, and moving funds. She works directly with the advisor to create a positive experience. CAREER HIGHLIGHTS Before coming to Fort Pitt Capital Group, Chelsea worked in customer service and[...] Continue reading
30 June, 2023

Ashley Hannon

Email: ahannon@fortpittcapital.com FOCUS As a Client Relationship Specialist, Ashley works alongside the advisor’s teams to aid and build client relationships. She assists with the needs of the client, day-to-day tasks, and a variety of other operations. Ashley has a passion for client relations and strives to help each client achieve their investment and overall[...] Continue reading
15 June, 2023

Gabriella Morton

Email: gmorton@fortpittcapital.com FOCUS As a Client Relationship Specialist, Gabriella works with advisor’s teams to help support client relationships. She assists with day-to-day client needs, including client onboarding and scheduling reviews. Gabriella has a passion for building relationships with clients and helping them to reach their financial goals. CAREER[...] Continue reading
13 June, 2023

Katelynn DiCroce

Email: kdicroce@fortpittcapital.com FOCUS As a Client Relationship Specialist, Katelynn works directly with an advisor team supporting client relationships. She handles administrative tasks such as processing client requests, coordinating client meetings, answering questions, and coordinating with prospecting clients. CAREER HIGHLIGHTS While Katelynn does not have a[...] Continue reading
10 February, 2023

Felicia Bosley

Email: fbosley@fortpittcapital.com FOCUS As a Client Relationship Specialist, Felicia assists with multiple aspects of client service. This includes onboarding new clients, preparing and scheduling client portfolio reviews, and handling client correspondences. CAREER HIGHLIGHTS Felicia has worked in finance for 8 years. During her time in the finance industry,[...] Continue reading
23 August, 2022

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