Montana Stewart
Email: mstewart@fortpittcapital.com
FOCUS
As a Client Relationship Specialist, Montana collaborates closely with an advisor team to manage client relationships. She handles administrative duties, including processing client requests, organizing meetings, answering inquiries, and liaising with potential clients.
CAREER HIGHLIGHTS
Throughout her career, Montana has consistently worked in customer service, honing her skills in understanding and meeting client needs. Recently, she transitioned from the insurance industry to embark on a new journey in finance. Her passion for helping others and positively impacting their lives drives her interest in finance.
PERSONAL
Montana finds joy in cooking tasty dishes, getting her hands dirty in the garden, and spending time with her family. Whether she’s experimenting with new recipes, watching her plants grow, or sharing laughs with loved ones, these moments truly make her happy.
