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18th December 2015, 08:26 AM
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Join Date: May 2012
Re: Waldron Wealth Management

Waldron Private Wealth was established in 1995. It is located in Bridgeville, PA.

Management team

Advisory Team-

John Waldron
Founder & CEO

Matthew Helfrich
President

Jim Mendelson
Managing Director

Chris J. Roe
Managing Director

Michael Krol
CFO & Chief Service Officer

Benjamin Greenfeld
Chief Investment Officer

Robert H. Wyche
Executive Wealth Counselor

Kevin Searfoss
Wealth Counselor

Eric Vogt
Wealth Counselor

Joseph Palmieri
Director - Investments

William R Winkeler, Jr.
Senior Investment Analyst

Chase Conti
Investment Analyst

Jason Danks
Wealth Planning

Casey Robinson
Wealth Planning

Mark Moretti
Wealth Planning

Carrie Ahr
Client Service Specialist

Paula Famularo
Client Service Specialist

Chris Keller
Client Service Manager

Bryan P. Waldron
Investment Analyst

Shea A. Waldron
Wealth Planning

Valerie Vincent
Client Service Specialist

Firm Operations-

Ryan Fortier
Director - Operations

Oliver Cohen
Communications Manager

Yue Chu
Technology Strategist

Patricia Schlereth
Manager of Impressions

Margaret Mandella
Executive Assistant

Thomas Jakiel
Operations Coordinator

Maria Shamsi
Business Coordinator

Mark Smith
Controller

Waldron Private Wealth was established in 1995.

Services-


Integrated Services
Financial Planning
Investment Management Services
Income Tax Planning
Trust and Estate Planning
Insurance and Asset Protection Strategies
Family Office Support Services
Business Owner Advisory Services
Executive Compensation & Benefits
Family Wealth and Next Generation Services
Lifestyle Services

Contact address

Waldron Private Wealth
1150 Old Pond Road, Bridgeville, PA 15017
Phone: (412) 221-1005
Fax: (412) 221-2005


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