29 August, 2024
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
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
Chris Chaney, CEPA
Vice President Email: cchaney@fortpittcapital.com FOCUS Chris has dedicated his financial advisory career to helping clients realize their financial goals by developing proficiency in portfolio analysis, business transfer planning, charitable giving, and estate planning. As a Certified Exit Planner, Chris is specially trained to create plans for business owners that[...] Continue reading21 August, 2020