Waldron Private Wealth
Address: 44 Abele Rd Suite 400, Bridgeville, PA 15017 Hours: Closed ⋅ Opens 8:30AM Tuesday8:30AM–5:30PMWednesday8:30AM–5:30PMThursday8:30AM–5:30PMFriday8:30AM–5:30PMSaturdayClosedSundayClosedMonday8:30AM–5:30PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (412) 221-1005: Website: : Place name: : : : : Category: Website: http://www.waldronprivatewealth.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Tuesdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. : 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aPlan your visitClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on FridaysPeople typically spend 2-4 hours here Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Waldron Private Wealth Posting publicly on the Web Write a review Reviews 1 Google review From Waldron Private Wealth "Waldron Private Wealth is a boutique wealth management firm that advises a select group of multigenerational families, entrepreneurs and corporate executives. We limit the number of our engagements so that we can offer greater focus on each client...More "Waldron Private Wealth is a boutique wealth management firm that advises a select group of multigenerational families, entrepreneurs and corporate executives. We limit the number of our engagements so that we can offer greater focus on each client and their unique financial circumstances. Waldron’s advisory team is constructed of experienced professionals from a variety of financial backgrounds, which allows us to approach the unique challenges our clients face with a collaborative approach, employing the multitude of skillsets and perspectives of our diversely talented team."
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Waldron Private Wealth Employees
Waldron Private Wealth November 2014 - Present
PNC Capital Markets June 2015 - August 2015
The Pitt News May 2014 - November 2014
Skills
Event Planning, Leadership, Time Management, Recruiting, Microsoft Office, Social Networking, Teamwork, Fundraising, Wealth Management, Personal Finance, PowerPoint, Microsoft Excel, Public Speaking, Management, Social Media, Public Relations, Microsoft Word, Sales, Foreign Exchange, Financial Modeling, Bloomberg Terminal, Economics
Education
University of Pittsburgh 2012 — 2016
BSBA, Finance Concentration in Accounting Minor in Economics, Senior
Waldron Private Wealth May 2010 - Present
KPMG Advisory September 2008 - August 2009
Education
Penn State University 2004 — 2008
Finance, Finance
Waldron Private Wealth August 2012 - Present
Executive Tutoring Services Corp September 1995 - Present
Berkshire Hathaway HomeServices The Preferred Realty August 2011 - Present
Central Catholic High School August 2012 - June 2013
Johns Hopkins University, Center for Talented Youth June 2008 - August 2012
Pittsburgh Public Schools August 2004 - June 2012
Intel Corporation January 2001 - October 2001
Skills
Teaching, Data Analysis, Research, Public Speaking, Social Media, Higher Education, Hands-on Problem Solver, Collaborative Problem..., Problem Analysis, 21st Century Skills, Critical Thinking, Numerical Ability, Visual Thinking, Problem Solving, Technology Transfer, Information Technology, Intercultural..., Tutoring, Business Strategy, Community Outreach, Social Networking, Science, Timely Decision Making, Programming, Educational Technology, Technology Integration, Technology, Master Mason, Academic Tutoring, Staff Development
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2002 — 2003
Master of Business Administration (MBA), Finance, General
Carnegie Mellon University 1999 — 2000
Master of Science (M.S.), Chemical Engineering
University of Pittsburgh 1995 — 1999
Bachelor of Science (B.S.), Chemical Engineering
Mt Lebanon high 1992 — 1995
Waldron Private Wealth June 2013 - Present
PNC June 2012 - June 2013
Reed Smith LLP March 2012 - June 2012
Sommer Law Group May 2010 - November 2010
Tershel & Associates May 2009 - August 2009
The Pitt News August 2006 - April 2008
Skills
Westlaw, Legal Writing, Trials, Legal Compliance, Corporate Law, Bankruptcy, Courts, Product Liability, Legal Assistance, Intellectual Property, Personal Injury, Corporate Governance, Banking Law, Lexis, Compliance, Regulations, Financial Regulation, Commercial Banking, Retail Banking, Residential Mortgages, Asset Backed Financing, Mortgage Servicing, Property Law, Deeds
Education
Duquesne University School of Law 2008 — 2011
J.D., Law
University of Pittsburgh 2004 — 2008
B.S., Finance
CoBiz Wealth Management March 2015 - Present
Waldron Private Wealth September 2013 - Present
Lara, May & Associates, LLC September 2012 - September 2013
Colorado Family Advisors, LLC/Virtual Family Office, LLC April 2011 - September 2013
5280 Professional Alliance 2012 - 2012
Consolidated Investment Group LLC October 2006 - April 2011
Innsbruck Suites and Inn, Aspen, CO 2008 - 2009
Lafarge North America October 1999 - August 2006
Meritage Develepment Group, LLC 2006 - 2006
B&D Contractors, Inc/Ojibwa Ready Mix LP April 1996 - October 1999
Skills
Wealth Management, Alternative Investments, Asset Management, Wealth, Investments, Portfolio Management, Estate Planning, Strategic Financial..., Private Equity, Investment Advisory, Hedge Funds, Family Office, Financial Analysis, Mergers & Acquisitions, Asset Allocation, Wealth Management..., Investment Strategies, Strategy, Finance, Strategic Planning, Mergers, Business Development, ERP, Coaching, Nonprofits, Accounting, Managerial Finance, Retirement Planning, CPA, Due Diligence, Customer Service, Risk Management, Tax, Employee Benefits, QuickBooks, Trusts, Financial Modeling, Product Development, Leadership, Auditing, Operations Management, Financial Reporting, Financial Planners, Small Business, Project Management, Management, Banking, Financial Advisory, Mutual Funds, Cash Flow
Education
Duke University 2004 — 2004
Lafarge University-Jump with Duke Executive Leadership Program, Business Administration and Management, General, Graduated
University of Wisconsin-Milwaukee - Lubar School of Business 1986 — 1990
BA, Accounting
Muskegon Lumberjacks August 2015 - Present
LEGACY Global Sports May 2013 - Present
Waldron Private Wealth June 2014 - August 2014
Skills
Microsoft Word, Social Media, Strategy, Customer Service
Education
Penn State University 2011 — 2015
Bachelor of Science (B.S.), Marketing
Penn State University 2011 — 2015
Bachelor of Science (B.S.), Marketing
Waldron Private Wealth June 2015 - Present
Fidelity Investments June 2014 - July 2014
Waldron Wealth Management May 2013 - September 2013
Skills
Sports, Microsoft Excel, Public Speaking, Social Media, Time Management
Education
Ohio University 2011 — 2016
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Waldron Private Wealth June 2015 - Present
PNC Wealth Management September 2014 - June 2015
JKMilne Asset Management January 2014 - September 2014
JKMilne Asset Management January 2007 - December 2013
JKMilne Asset Management May 2006 - December 2006
Bank of the West September 2003 - July 2004
Skills
Trading, Bloomberg, Financial Analysis, Fixed Income Analysis, Fixed Income Portfolio..., Account Reconciliation, Barclays Point, Performance Attribution, Microsoft Excel, Advent, PowerPoint, Banking, Mutual Funds, Investments, Finance, FactSet, Equity Research Analysis, Client Development, Equities, Alternative Investments, ETFs
Education
Duquesne University 2005 — 2006
Master of Business Administration (M.B.A.), Finance
University of Delaware 1999 — 2003
Bachelor of Science (B.S.), Business Administration/Finance
Upper Saint Clair High School 1995 — 1999
Waldron Private Wealth July 2013 - Present
Skills
Account Management, Investment Advisory, Wealth Management, Life Insurance, Investments, Financial Advisory, Wealth
Education
Robert Morris University 2007 — 2010
Bachelor's degree, Accounting
Waldron Private Wealth January 2015 - Present
Waldron Wealth Management March 2004 - Present
Waldron Wealth Management March 2004 - February 2012
Goff, Backa, Alfera & Company, LLC September 1999 - March 2004
Ernst & Young 1997 - 1999
Skills
High Net Worth..., Trusts, Estate Planning, Securities, Wealth Management, Estate Tax Planning, Asset Allocation, International Tax, Financial Planning, CPA, Strategic Financial..., Philanthropy, Asset Protection, Personal Financial..., Tax, Gift Tax, Multi-generational..., Family Office, Tax Advisory, Wealth Management..., Wealth, Management, Finance, Investments, Financial Services, Financial Advisory
Education
Duquesne University 1997 — 2000
Masters, Taxation
Washington and Jefferson College 1990 — 1994
B.A, Accounting & Entrepreneurial Studies
Wilmington Trust 2015 - Present
II-VI Incorporated June 2014 - October 2014
Waldron Private Wealth August 2009 - August 2013
Morgan Stanley May 2007 - August 2007
Skills
Writing, People Skills, Investment Management, Portfolio Management, Electronic Trading, Finance, Asset Allocation, Financial Advisory, Corporate Finance, Microsoft Excel, Management, Investments, Trading, Financial Modeling, Market Research, Data Analysis, Financial Analysis, Analysis, Due Diligence, Financial Planning, Financial Risk, Investment Strategies, Economics, Mutual Funds
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Duquesne University 2006 — 2009
Bachelor of Science (BSBA), Finance and Accountng, GPA: 3.7
Sewickley Academy 1991 — 2005
High School
Waldron Private Wealth September 2011 - Present
The Boeing Company July 2007 - September 2011
Education
USC 2008 — 2009
Master of Science (MS), Engineering/Industrial Management
Virginia Tech 2002 — 2007
Bachelor of Science (B.S.), Aerospace, Aeronautical and Astronautical Engineering
Hampton
Waldron Private Wealth May 2015 - Present
Fidelity Investments June 2014 - August 2014
BNY Mellon June 2013 - August 2013
Waldron Wealth Management June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Public Speaking, Social Media, English, SQL, Accounting, HTML, Leadership, Computer Proficiency, Time Management
Education
Penn State University 2010 — 2014
Bachelor of Science (BS), Accounting and Finance
Advive Period June 2015 - Present
Waldron Private Wealth June 2014 - August 2014
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Microsoft Word, Leadership, Time Management, Social Media, Teamwork, Customer Service
Education
Ohio University 2013 — 2017
Finance
Waldron Private Wealth April 2015 - Present
Enterprise Rent-A-Car June 2013 - April 2015
Enterprise Rent-A-Car September 2012 - June 2013
Enterprise Rent-A-Car July 2011 - September 2012
The Pennsylvania State University - Beaver Campus October 2009 - May 2011
The TJX Companies, Inc. May 2010 - August 2010
The Pennsylvania State University - Beaver Campus January 2009 - May 2010
Skills
Microsoft Office, Customer Service, Public Speaking, Student Affairs, Higher Education, Human Resources
Education
Penn State University 2007 — 2011
Bachelor of Science, Business Management and Marketing
Waldron Private Wealth April 2015 - Present
BNY Mellon Wealth Management May 2001 - April 2015
PNC June 2000 - May 2001
Skills
Portfolio Management, Wealth Management, Estate Planning, Wealth Management..., Wealth, Investment Management, Alternative Investments, Asset Allocation, Equities, Family Office, Private Banking, Investments, Trusts, Asset Management, Mutual Funds, Securities, Hedge Funds, Investment Advisory, Fixed Income, High Net Worth..., Financial Services, Bonds, Strategic Financial..., Retirement Planning, Trust Services, Fund Of Funds, Financial Advisory, Retirement, Financial Planning
Education
Campbell University 1995 — 2000
Business Administration
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA
Waldron Private Wealth January 2011 - Present
Waldron Private Wealth January 2009 - December 2010
Waldron Private Wealth March 2007 - January 2009
D.B. Root & Company May 2006 - February 2007
Fidelity Information Services May 2003 - August 2003
Skills
Strategic Financial..., Financial Analysis, Estate Planning, Retirement Planning, Corporate Benefits, Investments, Insurance, Certified Financial..., College Education..., Personal Tax Planning, Estate Tax Planning
Education
Duquesne University 2009 — 2010
Graduate School of Leadership and Professional Studies, •Executive Financial Planning Program
Miami University 2002 — 2006
BS, Finance, Entrepreneurship
Waldron Private Wealth February 2005 - Present
PNC Financial Services Group 1985 - 2004
Education
University of Michigan - Stephen M. Ross School of Business 1983 — 1985
MBA, Business & Finance
Waldron Private Wealth July 2012 - Present
AVI Foodsystems, Inc. August 2010 - April 2012
Ameristar Casinos, Inc. November 2002 - August 2008
Bloomberg LLP January 2000 - June 2002
Skills
Marketing Communications, Copywriting, Marketing, Social Media Marketing, Market Planning, Adobe Creative Suite, Proofreading, Advertising, Product Marketing, Brand Management, Email Marketing, CRM, Copy Editing, Production Managment, Entertainment
Education
New York University 1993 — 1997
BA, Pyschology
Waldron Private Wealth April 2015 - Present
Waldron Private Wealth January 2002 - April 2015
Prudential Financial January 2000 - January 2002
Skills
Strategic Planning, Branding & Identity
Education
Duquesne University 2007 — 2007
School of Leadership and Professional Studies - Executive Certificate Financial Planning
Duquesne University 1999 — 2003
BSBA, Investment Management, Magna Cum Laude
Waldron Private Wealth April 2015 - Present
Waldron Private Wealth March 2011 - Present
Legend Financial Advisors, Inc. August 2004 - March 2011
Skills
Investment Management, Asset Allocation, Due Diligence, Wealth Management, Investment Strategies
Education
Duquesne University
Finance