Brad Newman, CFP®

Lead Financial Advisor

Email: bnewman@fortpittcapital.com

FOCUS

Brad’s responsibilities include being the key, day-to-day contact for investment strategy, planning advice, and account oversight to ensure his clients’ financial goals are met. His coordination of financial planning and investment advisory work focuses on investment portfolio review, detailed retirement analysis, college education funding, charitable giving strategies, and unique planning engagements for clients in various types of transition.

In addition to working with individual clients, Brad also has extensive experience working with trusts, institutions, nonprofits, 401 (k) retirement plans, and municipal pension plans.

CAREER HIGHLIGHTS

Brad’s a twenty-five plus year veteran of the investment advisory and financial planning industry. He came to Fort Pitt Capital via his career with Roof Advisory Group that began in 2003.

EDUCATION

BA, Juniata College

COMMUNITY INVOLVEMENT

Brad is currently a member of the Investment Committee for the United Way of the Capital Region, Investment Committee & Finance Committee for the Ronald McDonald House of Central PA. He currently serves on the boards of the Ronald McDonald House of Central PA and the Ronald McDonald House Charities Investment Program. He has served multiple terms on the boards of the Central Pennsylvania Estate Planning Council and the Theatre Harrisburg.

PERSONAL

When Brad is not in the office, he enjoys traveling with his family, spending time in Maine, and enthusiastically cheering on his daughter’s and son’s lacrosse teams.

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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.