William Engel, CFP®

Lead Financial Advisor

Email: bengel@fortpittcapital.com

FOCUS

Bill focuses on building strong client relationships by utilizing his experience and proficiency in investment management and financial planning. He loves working with a group of professionals who share a common goal – taking great care of the people we work for. Bill also takes a leadership and mentoring role within the firm.

CAREER HIGHLIGHTS

Bill began his career as a financial advisor in 2003 after an initial stint in IT sales. He also worked in wealth management at a large regional bank. Prior to joining Fort Pitt Capital Group in 2014, he was an advisor at another Pittsburgh-based RIA firm. Bill was elevated to his role as partner in 2022.

EDUCATION

BA, John Carroll University

PERSONAL

Bill lives in Upper St. Clair with his wife and his three children. He enjoys completing crossword puzzles and golfing in his free time.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The achievement of any professional designation should not be construed as a guarantee that a client will experience a certain level of results or satisfaction if Fort Pitt is engaged, or continues to be engaged, to provide investment advisory services.