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 reading15 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 reading13 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 reading10 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 reading23 August, 2022