21 August, 2020
Bryson J. Roof, CFP®
Email: broof@fortpittcapital.com FOCUS Bryson aims to help clients navigate all aspects of their financial lives. Whether it’s purchasing/refinancing a home, assisting aging parents/adult children, or charitable gifting; each decision has an impact on future finances and retirement funding. He regularly coordinates with estate planning/eldercare attorneys,[...] Continue reading21 August, 2020
Daryl Patten
Senior Vice President Email: dpatten@fortpittcapital.com FOCUS Daryl works with our clients to help them define and meet their investing goals through financial guidance, investment planning, and portfolio management. Daryl’s strong background in corporate leadership gives him a unique perspective on both the markets and client service. CAREER HIGHLIGHTS Daryl[...] Continue reading21 August, 2020
Brad Newman, CFP®
Lead Financial Advisor Email: bnewman@fortpittcapital.com FOCUS Brad’s responsibilities include being the key, day-to-day contact for investment strategy, planning advice, and account oversight to ensure his clients’ financial goals are met. His coordination of financial planning and investment advisory work focuses on investment portfolio review, detailed[...] Continue reading21 August, 2020
Chuck Mattiucci
Senior Vice President Email: cmattiucci@fortpittcapital.com FOCUS Chuck works alongside our clients to help them define their financial goals and develop a blueprint for meeting those goals. He is passionate about working with a team at Fort Pitt who shares his ambitions. CAREER HIGHLIGHTS Chuck began his career as a financial advisor in 2008 and worked with two[...] Continue reading21 August, 2020