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.

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.

Michael is a partner, leading Waldron’s Wealth Advisory Team. He has been a driving force for the firm’s growth while maintaining focus on his goal of 100% client retention.

For more than 15 years, Michael has been helping entrepreneurs and their families simplify their financial lives. Michael graduated with Accounting and Information Technology degrees from Duquesne University. Prior to joining the Waldron team, he worked in public accounting at Ernst and Young. Michael is a CERTIFIED FINANCIAL PLANNER™ Professional.

At Waldron, Michael specializes in sophisticated planning and enjoys building long-term relationships with clients through wealth advisory. He has helped Waldron earn national recognition and accolades, and in 2018, he was ranked #42 on Forbes list of “Top Wealth Advisors” for simplifying the wealth complexities of clients’ lives. In 2016, Michael earned the PAM Award for “Best Private Wealth Manager–Client Service–Under $5 billion” for being a top wealth advisor operating within the private asset management industry. Michael has spoken at wealth management conferences and on university campuses, and is a frequent contributor to industry publications, including The Wall Street Journal, Worth Magazine, The Journal of Financial Planning® and Wealth Manager Magazine.

Michael resides in Pittsburgh with his wife, Erin, and their two children.

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.

Bob is a partner and the managing director at the firm. For more than 20 years, he has been helping entrepreneurs and their families simplify their financial lives.

After earning a Business Administration and a Trust Management degree from Campbell University, Bob earned a Master of Business Administration from the University of Pittsburgh, Joseph M. Katz Graduate School of Business.

Prior to joining Waldron, Bob served as a Senior Director of the Ultra-high Net Worth Wealth Management Team at BNY Mellon. He was a member of the Investment Strategy Committee and led the fiduciary function for BNY Mellon’s central region. Bob became an Accredited Trust Financial Advisor.

At Waldron, Bob specializes in trust and estate planning, business and succession planning, and income tax planning. He enjoys building long-term relationships with clients through advisory services and educating families and heirs.

Outside of the office, Bob enjoys golf and trapshooting. He is the proud father of four children.

Joe is Waldron’s Family Office Services Managing Director, leading our organization in providing services that traditionally fall out of the realm of planning and investments.

For more than 15 years, Joe has been helping entrepreneurs and their families simplify their financial lives. After graduating from the University of Delaware, he earned a master’s degree from Duquesne University. Prior to joining the Waldron team, he served as VP and Investment Officer at PNC Wealth Management and Portfolio Manager at JKMilne Asset Management. Joe passed the CFA® exam in 2015 and is a CFA charter holder.

At Waldron, Joe specializes in family office services and enjoys building long-term relationships with clients through providing solutions and simplifying lives. Outside the office, he enjoys running, skiing, and fishing. He resides in Mount Lebanon, PA with his wife and three 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.

Ali is the Managing Director of Waldron’s Wealth Planning Department, where she works to develop and implement comprehensive, goal-based wealth planning strategies for our clients.

For more than 12 years, Ali has been helping entrepreneurs and their families simplify their financial lives. After earning a Marketing and a Management Information Systems degree from Marietta College, she earned a Master of Business Administration from Florida Atlantic University.

Prior to joining Waldron, Ali worked for Fidelity Investments. Through the Professional Executive Certificate Program at Duquesne University Graduate School of Leadership and Professional Studies, she became a CERTIFIED FINANCIAL PLANNER™.

At Waldron, Ali specializes in income tax planning, estate planning, cash flow analysis, corporate benefit analysis, charitable planning, and risk management. She enjoys building long-term relationships with clients through wealth planning and is a frequent media contributor to major media publications, including Kiplinger, and a co-host of Waldron’s podcast “Wealth Simplified”.

Outside of the office, Ali enjoys all Peloton classes, road biking, and adventuring with her children. She is an active member of the Financial Planning Association (FPA) Pittsburgh chapter. Ali resides in North Fayette, PA with her husband, Bill, son, Logan, daughter, Alaina, and their coonhound, Zoey.

Eric works with corporate executives, highly compensated professionals, and inheritors of wealth to identify and assess personal and financial goals, leading to the development of customized planning strategies.

For more than 15 years, Eric has been helping entrepreneurs and their families simplify their financial lives. After he earned a Finance degree from the Miami University of Ohio Executive Financial Planning program, he earned a Master of Taxation degree from Villanova University. Prior to joining the Waldron team, Eric attended Duquesne University’s Graduate School of Leadership and Professional Studies to become a CERTIFIED FINANCIAL PLANNER™ Professional.

At Waldron, Eric builds long-term relationships with clients through wealth management and is a key member of Waldron’s NextGen service offering, providing education and counsel for families transitioning wealth to the next generation.

Outside of the office, Eric enjoys all outdoor sports and traveling to different parts of the world. He lives with his wife, Jessica, and their son.

Darcie is Waldron’s Bill Pay Specialist within the Family Office Service Team who provides Personal CFO Services as part of the wealth management team.

For more than 5 years, Darcie has been helping entrepreneurs and their families simplify their financial lives through Waldron’s Client Service Team and Family Office Services. After graduating from PennWest University, she earned an Associate’s Degree in Business Management and a BSBA degree in Integrated Global Business.

Prior to joining Waldron, Darcie started her career in New York City with two Stock Transfer Agencies, and for over a decade, she served as a Client Service Associate and Branch Office Administrator at UBS Financial Services, Inc. in both the New Jersey and Pittsburgh market areas. As a lifelong learner, Darcie has continued her education by also earning a two-year Business Management Certification.

At Waldron, Darcie specializes in Client Service and enjoys building long-term relationships with clients through Waldron’s Family Office Services Group.

Outside the office, Darcie enjoys, bicycling, traveling, and watching sports, specifically football and Formula One. She resides in South Fayette Township, PA with her two teenage daughters, Nadia and Sophia.

Chris is an Investment Associate at Waldron, concentrating on investment analysis and portfolio management.

At Waldron, Chris specializes in building strong relationships with clients, conducting thorough research, and managing clients’ portfolios.

After graduating from the University of South Carolina in 2020, Chris served as an Investment Associate at both Truist Investment Services and Vanguard. Chris passed the Series 7 as well as the Series 63 and is currently working toward obtaining additional certifications.

Chris actively participates in professional networks to exchange insights and stay informed about emerging trends in the financial services sector. Outside of work Chris enjoys spending his free time golfing, playing tennis, or spending time with family and friends.

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.