Mathew Bosley

Email: mbosley@fortpittcapital.com FOCUS As a Client Relationship Specialist, Mathew helps with onboarding new clients, preparing and scheduling client portfolio reviews, transferring and allocating client funds, communicating to the trade team, client correspondences, and other account inquires. CAREER HIGHLIGHTS Mathew has worked in the financial services industry[...] Continue reading

Taylor Berardelli

Business Analyst Email: tberardelli@fortpittcapital.com FOCUS As a Business Analyst, Taylor concentrates on application development, data analytics and process automation. His area of focus is support of the client service team and CRM management CAREER HIGHLIGHTS Before joining Fort Pitt Capital Group, Taylor worked at two regional banks in a variety of roles,[...] Continue reading

Lisa Tokich

Technical Support Analyst Email: ltokich@fortpittcapital.com FOCUS Lisa has experience in computer software and hardware support as well as network, telephony, server, and helpdesk experience.  Lisa is driven by customer service and enjoys being able to solve technical problems and issues. CAREER HIGHLIGHTS Lisa has worked in Information Technology for over 20[...] Continue reading

Kathryn P. Shirk

Human Resources Email: kshirk@fortpittcapital.com FOCUS Kate proactively aligns administrative functions with Fort Pitt's strategic objectives. Kate believes in the importance of having the right people in the right seats, doing the right things, at the right time, ensuring Fort Pitt achieves its strategic priorities. In her multifaceted role, Kate not only[...] Continue reading

Elise Minzer

Reception/Administrative Assistant Email: eminzer@fortpittcapital.com FOCUS Elise primarily works on special projects for the firm, assisting all departments as needed. She also helps out in reception, where she is happy to greet clients. CAREER HIGHLIGHTS Elise has experience in a variety of functions, from editing and proofreading to file management and office[...] Continue reading