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Meet Our Team

To unravel the complexities of your wealth, every Waldron client team has, at minimum, a wealth counselor, an investment specialist, a dedicated client service specialist and a planning specialist. Working together to unearth the effects of every decision across the spectrum of your finances, the financial advisors at Waldron Private Wealth never hesitate to call on the expertise of additional team members.

best financial advisor in Pennsylvania

John Waldron, CFP®

CEO & Founder

Matthew Helfrich, CFP®

Matthew Helfrich, CFP®

President

Chris Roe, CPA/PFS

Chris J. Roe, CPA/PFS

Managing Director

Michael Krol, CFP, CPA

Michael Krol, CFP®, CPA

Head of Wealth Advisors

Benjamin M. Greenfeld, CFP

Benjamin M. Greenfeld, CFP®

Chief Investment Officer

Robert H. Wyche

Managing Director

Kevin Searfoss, Certified Financial Planner, Certified Divorce Financial Analyst

Kevin Searfoss, CFP®, CDFA

Wealth Counselor

Eric Vogt, Certified Financial Planner

Eric Vogt, CFP®

Wealth Counselor

Casey Robinson, Certified Financial Planner

Casey Robinson, CFP®

Wealth Counselor

Brad Jurik

Wealth Counselor

Andrew De Silva

Strategic Development Officer

Joseph Palmieri, Chartered Financial Analyst

Joseph Palmieri, CFA

Director - Investments

William R. Winkeler, Chartered Financial Analyst, Certified Financial Planner

William R. Winkeler, Jr., CFA, CFP®

Director - Investments

Joseph M. Maker, CPA

Wealth Planning

Mark Moretti, Certified Financial Planner

Mark Moretti, CFP®

Manager - Wealth Planning

Chase D. Conti, Certified Financial Planner

Chase Conti, CFP®

Investment Analyst

Lara Dalton, Certified Financial Planner

Lara Dalton, CFP®

Wealth Planning

Maxwell Hine, CFP®

Wealth Planning

Bryan P. Waldron

Wealth Planning

Shea A. Waldron

Wealth Planning

Michael J. Waldron

Wealth Planning

Chris Keller

Client Service Specialist

Carrie Ahr

Client Service Specialist

Paula Famularo

Client Service Specialist

Valerie Vincent

Client Service Specialist

Chad Cornish

Client Service Specialist

Ryan Fortier

Director - Operations

Oliver Cohen

Communications Manager

Yue Chu

Technology Strategist

Patricia Schlereth

Manager of Impressions

Margaret Mandella

Executive Assistant

Thomas Jakiel

Operations Coordinator

Maria Shamsi

Business Coordinator

Mark Smith

Controller

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