Benjamin M. Greenfeld, CFP®

Partner and Chief Investment Officer

Ben leads the strategy and implementation of the Waldron Investment Team, overseeing asset allocation, developing investment strategies for Waldron clients aligned with their unique goals and driving due diligence for investment managers.  He works closely with Waldron Wealth Counselors, and meets directly with clients to discuss any investment management issues they may have. Ben came to Waldron from Legend Financial Advisors, Inc. where he was an investment advisor and a research and investment specialist. Ben resides in Wexford with his wife, Jennifer, and their children, Adelyn and Logan. He enjoys spending time with family and going to the beach.

Education & Certifications
B.S. Business Administration, Duquesne University C.F.P. Professional Education Program, College for Financial Planning

Featured in The News

U.S. News and World Report: Financial advisor fees are rarely clear-cut

Apr, 2017  |  Benjamin Greenfeld, CFP  |  Recent News

 OnePaper – What is the role of international equities in a diversified portfolio?

Jan, 2016  |  Benjamin Greenfeld, CFP  |  White Paper


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