Kaitlyn Yvonne Haney

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2021 → 10/2024
  Fort Pitt Capital Group
  Pittsburgh, PA
• 07/2018 → 11/2021
  Fort Pitt Capital Group
  Pittsburgh, PA
• 11/2019 → 03/2020
  Common Plea
  Pittsburgh, PA
• 08/2014 → 05/2018
  Penn State University, Behrend College
  Erie, PA
• 11/2024 → Present
  Kovitz Investment Group Partners, Llc
  Pittsburg, PA
• 01/2026 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2025-01-04 → 2026-03-20
  Northcoast Asset Management Llc
  Pittsburgh, PA
• 2024-11-04 → 2024-12-31
  Northcoast Asset Management Llc
  Pittsburg, PA
• 2021-12-09 → 2024-11-04
  Fort Pitt Capital Group, Llc
  Pittsburgh, PA

Designations

• Certified Financial Planner

Other Names

• Kaitlyn Haney