26 July, 2022
Sarah Zervos
Email: szervos@fortpittcapital.com FOCUS Sarah's responsibilities include client onboarding, scheduling reviews, and assisting in every aspect of the clients' journey with Fort Pitt. As a Client Relationship Specialist, she will frequently communicate among different departments to ensure the clients' needs are thoroughly addressed. CAREER HIGHLIGHTS Sarah graduated[...] Continue reading27 September, 2021
Jennifer Green
Senior Client Relationship Specialist Email: jgreen@fortpittcapital.com FOCUS As a Client Relationship Specialist, Jennifer assists advisors with all facets of client service, including new client onboarding, processing new account paperwork, meeting preparation, money, and asset transfers, and client correspondence. CAREER HIGHLIGHTS Jennifer began her career in[...] Continue reading14 May, 2021
Mathew Bosley
Email: mbosley@fortpittcapital.com FOCUS As a Client Relationship Specialist, Mathew helps with onboarding new clients, preparing and scheduling client portfolio reviews, transferring and allocating client funds, communicating to the trade team, client correspondences, and other account inquires. CAREER HIGHLIGHTS Mathew has worked in the financial services industry[...] Continue reading14 April, 2021
Aileen Droginske
Senior Client Relationship Specialist Email: adroginske@fortpittcapital.com FOCUS As a Client Relationship Specialist, Aileen assists with onboarding of new clients, preparation of client reviews, transfer and allocation of funds, and correspondence with clients. CAREER HIGHLIGHTS After college, Aileen lived in Columbus, OH. Aileen moved around a bit, starting a[...] Continue reading21 August, 2020