Breadcrumbs

Chris J. Roe, CPA/PFS

Managing Director   |   Wealth Counselor
image

Chris specializes in tax, philanthropy and estate planning; the structuring of inheritances; and ensuring business continuity. In this way, he helps clients and their heirs establish their family vision and to be better stewards of their wealth. Prior to joining Waldron more than a decade ago, Chris was a tax consultant at Ernst & Young, where he gained incalculable experience in public accounting, tax accounting and financial planning services. Chris is a speaker at industry conferences and a contributor to Bloomberg, Barron’s, Financial Advisor Magazine, The Wall Street Journal and other national publications.  He is a member of Washington & Jefferson College’s Admission Council, a mentor to business and accounting students, and serves on the Board of Directors of The Bradley Center. Chris is also a Mason and an avid golfer.

Education & Certifications
M.S. Taxation, Duquesne University B.A. Accounting, Washington & Jefferson College
Certified Public Accountant/Personal Financial Specialist

You can look up Chris’ background as a Broker Dealer on FINRA’s BrokerCheck.

Featured in The News

#25

Forbes list of
America's Top
Advisors