17 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
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 reading30 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