21 January, 2022
Livia Walker
Portfolio Accountant Email: lwalker@fortpittcapital.com FOCUS As a member of the Back Office Operations team, Livia works behind the scenes to ensure the accuracy of data in client accounts, to analyze daily activities, and report findings to the advisory teams. CAREER HIGHLIGHTS Livia has 20 years of experience in investment accounting and back-office operations.[...] Continue reading5 October, 2021
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 reading27 September, 2021
Cory J. Phillips, CFP®, CRPC™
Email: cphillips@fortpittcapital.com FOCUS As a financial advisor, Cory works with individuals to achieve their version of financial success. Cory's goal is to help his clients reach their goals. Utilizing his field knowledge and extensive team resources, he finds the investments and plan of action needed to turn an aspiration into a plan and then reality. From[...] Continue reading9 July, 2021
Aaron Everdyke, ChFC®
Operations Manager Email: aeverdyke@fortpittcapital.com FOCUS As the Operations Manager at Fort Pitt Capital Group, Aaron ensures the seamless operation of investment accounting and client services. This includes overseeing portfolio accounting, resolving complex issues, and managing client billing to maintain accuracy and efficiency. CAREER HIGHLIGHTS Aaron[...] Continue reading12 May, 2021