MAUREEN PITTS, AAMS®Client Relationship Manager
Maureen is the Client Relationship Manager and oversees client relations and general administration for the team. Maureen previously worked as an account services supervisor at ADVISORport Inc., a financial services provider located in King of Prussia, Pennsylvania. She has over ten years’ experience working in the financial services industry providing excellent customer service to large enterprise sponsors, RIAs and money managers. Maureen earned a Bachelor’s of Science in Business Administration from Cabrini University and holds FINRA Series 7, AAMS® designation (Accredited Asset Management Specialist) and Maryland Life, Health and Variable Annuity Insurance licenses.
Contact: Maureen Pitts
- Client Relationship Manager