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Fort Pitt Capital

On November 19, 2021, 19 Oakland Catholic seniors and juniors visited the Fort Pitt Capital Group in Pittsburgh.  Fort Pitt Capital is an independent investment management firm that provides investment advice to individuals and institutions. 

Established in 1995, they have 70 total employees and have $4.79 billion in assets under management as of July 31, 2021. Services offered include:

  • Investment Planning
  • Legacy Planning
  • Life Insurance
  • Retirement Income Planning
  • Education Savings
  • Estate Planning
  • Mortgages and Lending
  • Medical Insurance
  • Tax Planning
  • Extended Care Planning

Students learned a basic understanding of investment management, financial planning concepts, and to learn more about potential careers! 


 

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