John is the Founder and CEO of Waldron Private Wealth, leading our organization’s mission to simplify the complexities of wealth in our clients’ lives.

He has been helping entrepreneurs find their way for more than 40 years, whether in evolving their businesses, managing their assets, or transitioning to retirement. After graduation from Robert Morris University in 1982, he began a public accounting career at Price Waterhouse in Miami, focusing on tax and financial planning for privately held companies and their owners, as well as domestic and international trust planning, and business consulting.

John left Price Waterhouse to join Deloitte in Pittsburgh in 1986. With Deloitte, he continued his domestic and international tax work for business owners and was part of a 14-person national executive financial planning practice. In that capacity, he managed the financial planning and investment affairs for many of the top executives and board members of the world’s largest audit and tax clients, as well as owners of closely held businesses.

In 1990, John left his career in public accounting to pursue his entrepreneurial instincts and create a unique wealth management practice integrating an “independent” investment management service into the complex financial, tax, and family lives of his clientele. In 1995, he founded Waldron Private Wealth, a new type of wealth management firm, built specifically to serve the unique needs of business owners, families of multigenerational wealth, and corporate executives.

Since then, John has led Waldron to national ranking recognition, including being named the #1 Wealth Advisor in Pennsylvania in Forbes 2019 “Best in State” rankings and being one of only 12 firms nationwide ranking in Barron’s “Top 100 Independent Financial Advisors” each of the 13 years the rankings have been published.

For more information on these awards, please click here.

Ben is a partner and serves as the Chief Investment Officer of the firm. Since joining Waldron in 2011, he has been deeply involved in all aspects of the firm’s goal-based investment management approach.

For more than 20 years, Ben has been helping entrepreneurs and their families simplify their financial lives. After graduating with a Business Administration degree from Duquesne University, he earned C.F.P. Professional Education Program from College for Financial Planning. Ben is a CERTIFIED FINANCIAL PLANNER™ Professional. Prior to joining the Waldron team, he served as an investment advisor and a research and investment specialist at Legend Financial Advisors Incorporation.

At Waldron, Ben specializes in investments by overseeing asset allocation and drives due diligence for the firm. He directs the investment team in conducting initial and ongoing due diligence of investment managers and subadvisors for all client portfolios. He also oversees the development of customized investment strategies for Waldron clients, aligning allocations with each client’s unique goals and scenarios. Ben works directly with families and their family offices to seamlessly integrate asset allocations within their overall planning strategy and provide comprehensive wealth advisory services.

Outside the office, Ben is a member of the Duquesne University Investment Strategy Institute Advisory Council. Ben resides in Wexford, PA with his wife, Jennifer, and their three children, Adelyn, Logan, and Nolan.

For over a decade, Kelly has been helping clients and their families simplify their financial lives.  Prior to joining the Waldron team, Kelly spent more than 12 years at National Financial Network where she successfully handled various positions from the bookkeeping to client servicing. She enjoys process improvement implementation as well as building lasting client relationships. Kelly earned a Marketing degree from West Chester University of Pennsylvania.

Outside the office, Kelly enjoys cooking, traveling, walking her rescue dogs and cheering on her children in their various extracurricular activities. Kelly resides outside of Philadelphia with her husband Tim, and two daughters. 

Noah assists with managing client portfolios as an Investment Associate at Waldron Private Wealth. Noah began his time at Waldron as an Investment Intern, before being hired full-time in May of 2024.

Noah earned a Bachelor of Business Administration from the University of Pittsburgh in 2024, majoring in both Finance and Accounting as well as a minor in Economics.

Outside of the office, Noah enjoys staying active, going to concerts, playing fantasy sports, and spending time with friends and family.

Bob is a Director on the Investments Team, focusing on constructing disciplined portfolios designed to help clients reach their unique financial goals.

For more than 13 years, Bob has been helping entrepreneurs and their families simplify their financial lives, preserve their wealth, and responsibly grow their assets. Prior to joining the Waldron team, Bob worked for a large, national private bank as an Investment Specialist, playing a large part in the investment decision making and implementation for over $4 billion in client assets. Bob earned his Bachelor’s Degree in Finance from Penn State University and his Master’s in Business Administration from Villanova University prior to earning his Certified Financial Planner (CFP®) designation.

At Waldron, Bob specializes in portfolio construction and investment selection, crafting uniquely customized portfolios for each of his clients.

Outside of the office, Bob resides in Conshohocken, PA and enjoys spending time with his wife, Stephanie and children, Nicolas and Mia.

Aidan is a Wealth Planning Analyst specializing in creating detailed financial planning deliverables, including trust summaries, cash flow projections, net worth statements, and much more.

Aidan joined Waldron in 2023 as Wealth Planning Intern, located in our Pittsburgh office. During Aidan’s internship, he was also attending La Roche University where he graduated with his Bachelor’s in Finance and Management in May of 2024. Soon after, he started full-time in our Philadelphia office where he is working towards advanced certification in financial planning.

In Aidan’s spare time he enjoys playing golf with his friends and spending time with his family.

Kevin provides comprehensive wealth planning services for high-net-worth individuals and families. For more than 25 years, he has been helping entrepreneurs and their families simplify their financial lives.

Kevin earned an Accounting and Business Management degree from Geneva College. Prior to joining the Waldron team, he served as a stockbroker and as an independent financial planner with American Express Financial Advisors. He has proven to be a lifelong learner by becoming a Behavior Financial Advisor from Kaplan University, a Certified Divorce Financial Analyst from The Institute for Divorce Financial Analysts, and a CERTIFIED FINANCIAL PLANNER™ by passing the CFP® Board.

At Waldron, Kevin specializes in providing comprehensive wealth planning for our clients through customized and integrated trust, estate, and multigenerational strategies. He enjoys building long-term relationships with clients through wealth management.

Outside of the office, Kevin enjoys watching football and officiates at various levels. Kevin resides in South Fayette, PA with his family and dog, Ozzy.