2 May, 2023
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 reading10 February, 2023
Philip Venanzi, CFP®
Senior Financial Planner Email: pvenanzi@fortpittcapital.com FOCUS Phil is very passionate about investments, economics, and helping people gain peace of mind regarding their financial picture. He looks forward to utilizing his knowledge and experience to contribute to Fort Pitt Capital’s proven track record of excellence in financial planning. Additionally, he looks[...] Continue reading14 December, 2022
Felicia Bosley
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 her time in the finance industry,[...] Continue reading23 August, 2022
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. Â While in school he completed a[...] Continue reading26 July, 2022