Fort Pitt Capital Group is an independent investment management firm that provides solutions-based portfolio management and consulting. We manage these two aspects of our business separately – a characteristic that sets us apart from our peers. We prefer that our financial advisors focus on our clients’ needs so our investment managers can devote themselves entirely to implementation of our firm’s value-conscious investment philosophy.

Investment Management

Fort Pitt Capital Group

Theodore M. Bovard

Haley Thorp

Mary Giconi

Kathryn P. Shirk

Karen Matelan

J. Todd Douds

Nathan Boxx

William Engel

Santo Liberto

Michael Blehar

Daryl Patten

Chuck Mattiucci

Chris Chaney

Bradley Newman

Beth Lynch

Jay Sommariva

Francesca Leverich

Ludgy Lilavois

Kate Shirk

The Investment Operations Team at Fort Pitt Capital Group is responsible for ensuring the smooth execution of investment transactions, managing portfolio accounting, and optimizing operational processes. This team collaborates closely with financial advisors and investment managers to streamline workflows, maintain accurate records, and enhance data integrity, ultimately supporting the firm’s commitment to delivering effective investment solutions for clients.

Investment Operations Team

Financial Advisory Team

Client Relationship Management Team

Investment Operations Team

About

Team members

Other teams at Fort Pitt Capital Group

Financial Advisory Team

Client Relationship Management Team