Erica Patti

Senior Client Relationship Specialist Email: epatti@fortpittcapital.com FOCUS Erica is responsible for onboarding clients, communicating information to our trade team, preparing client reviews and scheduling appointments. CAREER HIGHLIGHTS Erica brings nearly 9 years of customer service experience to Fort Pitt Capital Group. She was attracted to the idea of working[...] Continue reading

Francesca Leverich

Client Service Manager Email: fleverich@fortpittcapital.com FOCUS Francesca oversees the Client Relationship Specialist team. CAREER HIGHLIGHTS Francesca launched her career in the financial services industry over 20 years ago with Charles Schwab's Institutional Service Team in Orlando, FL, where she was assigned to high-net-worth advisory firms. After moving back to[...] Continue reading

Kerry Kelly

Senior Client Relationship Specialist Email: kkelly@fortpittcapital.com FOCUS Kerry’s strength lies in her ability to interact with clients. Whether it’s working through problems and concerns or just offering support in times of need, we count on Kerry to provide peace of mind for our clients. CAREER HIGHLIGHTS After a 27-year stint in the insurance industry,[...] Continue reading

Janet Ivanoff

Lead Client Relationship Specialist Email: jivanoff@fortpittcapital.com FOCUS As a Client Relationship Specialist, Jan handles new account processing, funds transfer, and assists clients with day-to-day challenges to help them reach their financial goals. CAREER HIGHLIGHTS Jan has over 35 years of experience in the Life insurance industry, holding a variety of[...] Continue reading

Kaitlyn Haney, CFP®

Email: khaney@fortpittcapital.com FOCUS As a Financial Advisor, Kaitlyn helps guide clients to achieve their short and long-term financial goals by developing a detailed financial plan, implementing changes to that plan, and monitoring their ongoing success. CAREER HIGHLIGHTS Kaitlyn joined the firm soon after graduating from Penn State Behrend. In March of 2020, she[...] Continue reading