Bailey Kersnick

Junior Investment Analyst Email: bkersnick@fortpittcapital.com FOCUS Bailey maintains and rebalances portfolios, as well as processes trades per Fort Pitt Capital’s strategic models. CAREER HIGHLIGHTS Bailey graduated in 2022 with a degree in finance. Prior to working at Fort Pitt Capital Group, Bailey was an analyst for a national bank headquartered in Pittsburgh[...] Continue reading
21 November, 2023

Joseph Saracena, CFP®, ChFC

Senior Financial Planner Email: jsaracena@fortpittcapital.com FOCUS Joe focuses on risk-based financial planning and creating financial plans for families and individuals to help them weather the unexpected events that life may bring. CAREER HIGHLIGHTS Joe joined Fort Pitt Capital in 2023 with over 20 years of experience in financial and insurance planning.  He has[...] Continue reading
2 November, 2023

Tondalaya Hampton

Client Relationship Specialist Email: thampton@fortpittcapital.com FOCUS As a Client Relationship Specialist for Retirement Plan Services, Tondalaya helps with onboarding new clients, preparing and scheduling client portfolio reviews, transferring and allocating client funds, communicating with the trade team, client correspondence, and other account inquiries. CAREER[...] Continue reading
11 October, 2023

Ethan Shuba

Paraplanner Email: eshuba@fortpittcapital.com FOCUS Ethan is a Paraplanner who specializes in utilizing client data and advisor recommendations to develop comprehensive investment plans using various planning software. These plans serve as valuable guides for clients to attain financial well-being and achieve their life goals. CAREER HIGHLIGHTS Before joining the[...] Continue reading
4 October, 2023

Aishwarya Mysore Raj

CRM Business Analyst Email: araj@fortpittcapital.com FOCUS As a CRM Business Analyst, Aishwarya closely collaborates with the CRM developer and stakeholders from various departments to gather and analyze business requirements for CRM-related development efforts. CAREER HIGHLIGHTS Aishwarya embarked on her journey as a Marketing Analyst Intern while pursuing her[...] Continue reading
28 September, 2023

Join Our Newsletter

Receive updates from our blog, retirement plan industry events & news, media appearances, and the latest on Fort Pitt events.