#1
18th December 2015, 08:25 AM
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Waldron Wealth Management
I want the list of Management team of Waldron Private Wealth so can you please provide me?
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#2
18th December 2015, 08:26 AM
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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 |