Waldron Private Wealth

Description

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 Unable to add this file. Please check that it is a valid photo. "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

Employee
Years
Job
Industry
Maxwell Hine Maxwell Hine Pittsburgh, Pennsylvania Details
Maxwell Hine's Waldron Private Wealth Experience November 2014 - Present
Job Private Wealth Intern
Industry Financial Services
Experience
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

Mark Moretti, CFP® Mark Moretti, CFP® Greater Pittsburgh Area Details
Mark Moretti, CFP®'s Waldron Private Wealth Experience May 2010 - Present
Job Wealth Planning
Industry Financial Services
Experience
Waldron Private Wealth   May 2010 - Present
KPMG Advisory  September 2008 - August 2009

Education
Penn State University   2004 — 2008
Finance, Finance

Yue Chu Yue Chu Pittsburgh, Pennsylvania Details
Yue Chu's Waldron Private Wealth Experience August 2012 - Present
Job Technology Strategist at Waldron Wealth Management
Industry Education Management
Experience
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

Jason Danks Jason Danks Pittsburgh, Pennsylvania Details
Jason Danks's Waldron Private Wealth Experience June 2013 - Present
Job Estate and Wealth Planning Associate at Waldron Private Wealth
Industry Financial Services
Experience
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

Chris Cincera Chris Cincera Denver, Colorado Details
Chris Cincera's Waldron Private Wealth Experience September 2013 - Present
Job Senior Wealth Strategist at CoBiz Wealth Management
Industry Financial Services
Experience
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

Cara Mendelson Cara Mendelson State College, Pennsylvania Details
Cara Mendelson's Waldron Private Wealth Experience June 2014 - August 2014
Job Sales and Marketing Coordinator at Muskegon Lumberjacks
Industry Marketing and Advertising
Experience
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

Bryan Waldron Bryan Waldron Presto, Pennsylvania Details
Bryan Waldron's Waldron Private Wealth Experience June 2015 - Present
Job Investment Analyst at Waldron Private Wealth
Industry Financial Services
Experience
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

Joe Palmieri, CFA Joe Palmieri, CFA Pittsburgh, Pennsylvania Details
Joe Palmieri, CFA's Waldron Private Wealth Experience June 2015 - Present
Job Director of Investments Waldron Private Wealth
Industry Financial Services
Experience
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

Nick Hodgkiss Nick Hodgkiss Bridgeville, Pennsylvania Details
Nick Hodgkiss's Waldron Private Wealth Experience July 2013 - Present
Job Waldron Private Wealth
Industry Financial Services
Experience
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

Chris Roe Chris Roe Greater Pittsburgh Area Details
Chris Roe's Waldron Private Wealth Experience January 2015 - Present
Job Managing Director at Waldron Private Wealth
Industry Financial Services
Experience
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

Andrew Jayson Andrew Jayson Baltimore, Maryland Details
Andrew Jayson's Waldron Private Wealth Experience August 2009 - August 2013
Job Private Banking Administration
Industry Banking
Experience
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

Ryan Fortier Ryan Fortier Greater Pittsburgh Area Details
Ryan Fortier's Waldron Private Wealth Experience September 2011 - Present
Job Director Operations at Waldron Private Wealth
Industry Financial Services
Experience
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

Shea Waldron Shea Waldron Greater Pittsburgh Area Details
Shea Waldron's Waldron Private Wealth Experience May 2015 - Present
Job Wealth Planner at Waldron Private Wealth
Industry Financial Services
Experience
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

Waldron Michael Waldron Michael Presto, Pennsylvania Details
Waldron Michael's Waldron Private Wealth Experience June 2014 - August 2014
Job Student at Ohio University
Industry Financial Services
Experience
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

Maria Shamsi Maria Shamsi Greater Pittsburgh Area Details
Maria Shamsi's Waldron Private Wealth Experience April 2015 - Present
Job Business Coordinator at Waldron Private Wealth
Industry Human Resources
Experience
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

Bob Wyche Bob Wyche Greater Pittsburgh Area Details
Bob Wyche's Waldron Private Wealth Experience April 2015 - Present
Job Executive Wealth Counselor at Waldron Private Wealth
Industry Investment Management
Experience
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

Eric Vogt, CFP® Eric Vogt, CFP® Greater Pittsburgh Area Details
Eric Vogt, CFP®'s Waldron Private Wealth Experience January 2011 - Present
Job Wealth Planning
Industry Financial Services
Experience
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

Jim Mendelson Jim Mendelson Greater Pittsburgh Area Details
Jim Mendelson's Waldron Private Wealth Experience February 2005 - Present
Job Managing Director
Industry Financial Services
Experience
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

Oliver Cohen Oliver Cohen Greater Pittsburgh Area Details
Oliver Cohen's Waldron Private Wealth Experience July 2012 - Present
Job Communications Manager at Waldron Private Wealth
Industry Marketing and Advertising
Experience
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

Matthew Helfrich, CFP Matthew Helfrich, CFP Greater Pittsburgh Area Details
Matthew Helfrich, CFP's Waldron Private Wealth Experience April 2015 - Present
Job President at Waldron Private Wealth
Industry Financial Services
Experience
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

Benjamin Greenfeld, CFP® Benjamin Greenfeld, CFP® Greater Pittsburgh Area Details
Benjamin Greenfeld, CFP®'s Waldron Private Wealth Experience April 2015 - Present
Job Chief Investment Officer at Waldron Private Wealth
Industry Investment Management
Experience
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