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

CEO & Founder

Matthew Helfrich, CFP®

Matthew Helfrich, CFP®


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®

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, CFP®

Wealth Counselor

Andrew De Silva

Strategic Development Officer

Joseph Palmieri, Chartered Financial Analyst

Joseph Palmieri, CFA

Director - Investments

Ali Postlewaite, CFP®

Wealth Planning

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

William R. Winkeler, Jr., CFA, CFP®

Director - Investments

Joseph M. Maker, CPA

Manager - Wealth Planning

Lara Dalton, Certified Financial Planner

Lara Dalton, CFP®

Wealth Planning

Chase D. Conti, Certified Financial Planner

Chase Conti, CFP®

Investment Analyst

Maxwell Hine, CFP®

Wealth Planning

Bryan P. Waldron, CFP®

Wealth Planning

Shea A. Waldron

Wealth Planning

Michael J. Waldron

Wealth Planning

Michael Kotok

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

Chief Operating Officer

Yue Chu

Technology Strategist

Patricia Schlereth

Manager of Impressions

Oliver Cohen

Communications Manager

darcie biancini

Darcie Biancini

Operations Specialist

Melissa Lamb

Client Service Specialist

Margaret Mandella

Executive Assistant

Thomas Jakiel

Operations Coordinator

Maria Shamsi

Business Coordinator

Mark Smith



Forbes list of
America's Top