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

Felicia Bosley

Senior Client Relationship Specialist 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[...] Continue reading

Ryan Weaver

Email: rweaver@fortpittcapital.com FOCUS Ryan assists advisors with operational and administrative tasks with financial planning, including new client onboarding, preparing materials for client meetings, and assisting with client requests for transfers of funds. CAREER HIGHLIGHTS Ryan graduated in 2022 with a degree in Finance.  While in school he completed a[...] Continue reading

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 reading

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 reading