With more than 30 years of wealth counseling experience, John’s focus is on U.S. and international financial planning, and tax and investment management for high net worth and ultra-high net worth individuals. It is his firm conviction that a thorough understanding of a client’s entire financial picture—including the interrelationships between all of the components—must be in place before effective financial advice can be given. This perspective is the foundation on which the Waldron client service model is built. John is a well recognized leader and visionary in the wealth management industry. John serves on the Fidelity Institutional Wealth Services and Pershing Advisor Solutions Advisory Councils. John has authored numerous white papers read throughout the industry on family wealth, governance, and estate taxation. Barron’s has ranked John among the top 40 Independent Financial Advisors in the country since 2007, and among the top 5 Independent Financial Advisors in Pennsylvania since 2010.* Prior to founding Waldron Private Wealth, John worked for “big five” accounting firms Deloitte Haskins and Sells in their Executive Financial Planning practice and Price Waterhouse in their Tax and Financial Planning department. John is on the board of Robert Morris University in Pittsburgh. He and his wife Maureen reside in Pittsburgh, where they are raising their three sons, Shea, Bryan and Michael.
Education & Certifications
B.S.B.A. Robert Morris University
CERTIFIED FINANCIAL PLANNER™ Professional
Professional Certified Public Accountant (in escrow)
You can look up John’s background as a Broker Dealer on FINRA’s BrokerCheck.
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