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

Fort Pitt Capital Group's headquarters in Pittsburgh, PA, United States

The Harrisburg office focuses on providing comprehensive financial advisory services and client support.

Harrisburg

Theodore M. Bovard

J. Todd Douds

Chris Chaney

Jay Sommariva

Santo Liberto

Chuck Mattiucci

Ted Bovard

Michael Blehar

The Financial Advisory Team at Fort Pitt Capital Group is dedicated to delivering personalized financial solutions that align with clients' unique needs and goals. Comprised of experienced financial planners and advisors, the team provides comprehensive investment advice, retirement planning, and ongoing portfolio management, ensuring a focus on client success while allowing investment managers to execute the firm's investment strategies effectively. Their collaborative approach emphasizes client relationships and tailored strategies, setting a strong foundation for long-term financial growth.

Financial Advisory Team

The Client Relationship Management Team at Fort Pitt Capital Group is dedicated to maintaining and enhancing client satisfaction by providing personalized support and tailored solutions. This team of specialists works closely with clients to understand their investment goals and needs, ensuring seamless communication between clients and investment managers. Their proactive approach fosters long-lasting relationships and helps clients navigate their investment journeys effectively.

Client Relationship Management Team

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

This department provides expert guidance and strategies to clients on financial planning and investment decisions.

Financial Advisory

The Leadership Team at Fort Pitt Capital Group embodies the strategic vision and operational excellence of the firm. Comprising key executives, including the CEO and Chief Investment Officer, this team drives the development and execution of the company's investment strategies while ensuring compliance and administrative efficiency. Their collaborative approach fosters a client-centric culture, allowing financial advisors to focus on client needs and enabling investment managers to implement value-conscious investment philosophies effectively.

Leadership Team

This department manages administrative support functions and ensures efficient office operations.

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Fort Pitt Capital Group

Org chart

Teams

Financial Advisory Team

Client Relationship Management Team

Investment Operations Team

Financial Advisory

Leadership Team

Administration Services

Offices

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Fort Pitt Capital Group

Org chart

Teams

Financial Advisory Team

Client Relationship Management Team

Investment Operations Team

Financial Advisory

Leadership Team

Administration Services

Offices

Related companies

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