Matt is a partner and the president of the firm. He leads Waldron’s strategic vision, brand and value proposition, and overall culture.

For more than 20 years, Matt has been helping entrepreneurs and their families simplify their financial lives. After earning a degree in Investment Management from Duquesne University, Matt earned an Executive Financial Planning degree from Duquesne University. Prior to becoming a partner and the president at Waldron, Matt served in several roles, including Chief Investment Strategist and Chief Investment Officer, where he was instrumental in creating and refining Waldron’s investment discipline. At Duquesne University’s Graduate School of Leadership and Professional Studies, Matt became a CERTIFIED FINANCIAL PLANNER™ Professional.

At Waldron, Matt focuses on expanding our service offering across multiple generations of clients and leveraging technology to enhance client experience. In 2016, Duquesne University recognized Matt as their “Young Alumni of the Year.” Matt is in the media frequently and has appeared in The Wall Street Journal, Barron’s, Private Wealth Magazine, Wall Street Week, Forbes, and Smart Money.

Outside of the office, Matt has been involved in various boards and charitable programs, including past board member of Washington County Habitat for Humanity. He is an active member of Young Presidents’ Organization – Chapter Chair 2021-2022, the Pittsburgh Venture Capital Association, Duquesne University Business School Advisory Council, Duquesne University Adult and Finance Committee, PACE School – Treasurer, Propel Foundation – Endowment Chair, and North Allegheny Soccer Club – Soccer Coach. Matt resides in the North Hills of Pittsburgh with his wife and their four children.

Casey is a Partner and Chief Planning Officer of Waldron Private Wealth, responsible for the strategic leadership of Waldron’s Wealth Planning Team, striving to provide a best-in-class financial planning experience.

For more than 15 years, he has been helping entrepreneurs and their families simplify their financial lives. After graduating with a marketing degree from Indiana University of Pennsylvania, Casey earned a Master of Business Administration degree from Carlow University. Casey is a CERTIFIED FINANCIAL PLANNER™ certificant.

Casey is a nationally recognized contributor to major industry publications including Kiplinger and Financial Advisor Magazine.

Prior to joining Waldron in 2014, Casey served at a dedicated financial planner at PNC and MetLife where he was responsible for creating financial plans and training financial advisors on a consultative planning process. 

Outside the office, Casey is an active member of The Financial Planning Association. Casey, his wife, and two daughters make their home in Robinson Township, PA.

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.