Ryan’s focus is on executing the firm’s vision and continuing to enhance the client experience.

For more than 12 years, Ryan has been responsible for leading operations, client service, and technology across Waldron. After earning an Aerospace, Aeronautical and Astronautical Engineering degree from Virginia Tech, he earned a Master of Science in Engineering and Industrial Management. Prior to joining the Waldron team, Ryan served as a flight engineer, supporting F/A-18 fighter jets at the VX-23 test squadron at Maryland’s Patuxent River Naval Air Station for Boeing Company.

At Waldron, Ryan specializes in overseeing the execution of the human resources, finance, and client service departments. He provides strategic direction and oversight to projects and works in close liaison with team members to develop and maintain standard operating procedures.

Outside of the office, Ryan enjoys playing pickleball and watching sports, especially his beloved Virginia Tech Hokies. He resides in Wexford, PA with his wife, Ashley, and their children, Marlee, Odin, and Charlie.

Carrie provides operational and administrative assistance to clients as part of the Wealth Management team.

For more than 20 years, Carrie has been helping entrepreneurs and their families simplify their financial lives. Prior to joining the Waldron team, she was employed by PNC Financial Services Group, where she helped with the smooth acquisition of three major east coast financial institutions.

At Waldron, Carrie specializes in evaluating existing, and creating new, life insurance policies by running illustrations, completing applications, coordinating medical exams, gathering medical records, and facilitating policy delivery. She builds long-term relationships through setting up and maintaining client transactions.

Outside of the office, Carrie enjoys spending time with friends and family, volunteering at her church, coaching girls’ basketball, traveling, and exploring the outdoors.

Brooke is a Client Service Associate within Waldron’s client service department. Before joining the Waldron team, she gained 12 years of experience in the food, hospitality, and catering services industries, in addition to 8 years of management experience.

At Waldron, Brooke specializes in the preparation of client documents and delivers administrative support to the firm’s Client Service team by coordinating appropriate actions for accurate execution. Additionally, she focuses on operational and departmental assistance to clients as part of the Wealth Management team.

Outside of the office, Brooke enjoys baking, reading, and spending time with her friends and family. She resides in Carnegie with her boyfriend Paul and pet cat, Donny.

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. 

Yue provides support services for technological systems, programs, and networks.

For more than 10 years, Yue has been implementing strategic technology improvements. He earned a Chemical Engineering degree from the University of Pittsburgh, which led him to earn a Master of Science in Chemical Engineering, which ultimately led Yue to earn a Master of Business Administration from the Joseph M. Katz Graduate School of Business – University of Pittsburgh.

Prior to joining the Waldron, he served as a Process Engineer at Intel and taught Mathematics, Computer, and Physical Sciences at the secondary level; he still tutors today.

At Waldron, Yue works closely with the planning and investment teams to drive ideas and execute technology that advances Waldron’s advisory business. He oversees employee training in new technology and skills development.

Outside the office, Yue enjoys traveling abroad and taking leisurely bike rides. He resides in Pittsburgh, PA with his wife, Elizabeth, and their son, Alexander.

Chad is the team leader of Waldron’s Client Service Department. He focuses on operational and administrative client-centered support as part of the Client Service team and coordinates with Wealth Counselors and other advisor team members to ensure that appropriate actions are executed accurately and on time.

Prior to joining Waldron, Chad accumulated more than a decade of experience in various retail banking, business banking, lending, and wealth management roles within the PNC Financial Services Group. He was responsible for creating customized portfolio reports, securities trading, and compliance documentation, as well as spearheading multiple technology development initiatives.

At Waldron, Chad specializes in leading the Client Service teams and enjoys building relationships with clients through implementing financial planning strategies.

Outside the office, Chad enjoys traveling to national parks and international destinations and has a broad range of hobbies, from bee keeping to scuba diving. Chad resides with his Golden Retriever.

As the firm’s accountant, Jessica coordinates all aspects of the firm’s financial operations, including accounting, billing, budgeting, reporting, and internal controls.  Prior to joining Waldron, Jessica spent over a decade gaining experience in different areas of the accounting field.  Most recently, Jessica was a staff accountant for a federal credit union, directly supporting the chief financial officer and other leadership.    

Jessica earned her associate and bachelor’s degrees in business administration, with a focus in accounting, from Pittsburgh Technical College.  Outside the office, Jessica enjoys spending time with her family, traveling, and reading. Jessica resides in Washington, PA with her husband, Matt, their two children.

Paula provides operational and administrative services for the Client Service Specialist team.

For more than 10 years, Paula has been helping entrepreneurs and their families simplify their financial lives at Waldron. She earned a Bachelor’s degree in Business Administration from the University of Central Florida and worked in accounting for 10 years for a large restaurant company in Orlando.

Prior to joining the Waldron team, she served as a Human Resources Assistant for a large packaging distributor, a Community Marketing Administrative Assistant for Dick’s Sporting Goods, and a Purchasing Coordinator and Accounting Clerk for Darden Restaurants.

At Waldron, Paula specializes in tax payment services, client transactions, reporting, and document filing to better serve our clients.

Outside of the office, Paula is an avid hockey fan, especially for the Pittsburgh Penguins. She moved to the Pittsburgh area from Florida in 1998 and still calls South Fayette Township home. Paula and her husband have two adult children, and she enjoys spending time with family and friends and traveling.

Shelby is the Senior Director of Human Resources, focused on hiring, growing, and providing premium benefits to the custom team of professionals who will simplify the complexities of wealth in clients’ lives.

For more than 15 years, Shelby has been working in various HR capacities, helping organizations meet the strategic challenges of an increasingly complex organizational landscape. She earned a Business degree with a concentration in Human Resources and a minor in Finance, as well as a Master’s degree in Human Resources from La Roche University. Prior to officially joining the Waldron team, Shelby worked as an HR Consultant (official title: Solutions Provider) for Compass Business Solutions and an HR Manager/Oracle Functional Lead for Mastech Digital. She holds SHRM-CP and PHR certifications.

At Waldron, Shelby specializes in increasing Waldron’s Employee Value Proposition, driving organizational performance and building out an HR Department which will be invaluable as the firm continues to rapidly grow and expand. She is an active member of SHRM and the PHRA, where she stays up-to-date with the latest employment regulations, critical workplace issues, and human capital business trends.

Outside of the office, Shelby enjoys spending time traveling, kayaking, and hiking. She resides in Harmony, PA with her husband, Bill, her three children, and her newest four-legged addition, a Pit Bull named Crosby.

Cecilia provides operational and administrative assistance for the Client Service team and other departments.

Cecilia earned a Mathematics degree accompanied by a Business Management certificate from Duquesne University.

Prior to officially joining the Waldron team, she served as an Operations and Client Service Intern.

At Waldron, Cecilia specializes in the preparation of client documents, tax payment services and building long-term relationships with clients through client service specialties.

Outside of the office, Cecilia enjoys spending time in the barn and at the show ring encouraging the next generation of livestock showman, traveling, and floating on the river. Cecilia resides in Pittsburgh with her brother, Mason, cat, Simone and dog, Holland.

Tom is a key member of the Operations Department, serving as the Operations Coordinator. He collaborates with all departments to ensure standard operations procedures are being completed.

For more than 20 years, Tom has assisted in improving the operations of the firm. He earned an A+ and MCP certification from the Pittsburgh Technical Institute, and prior to joining the Waldron team, he served as a Desktop Technician at Bayer Corporation.

At Waldron, Tom assists the firm with process development, IT support, and document management. His keen attention to detail ensures all projects align with the firm’s goals.

Outside of the office, Tom enjoys golfing, gardening, and completing home improvement projects. He resides in McDonald, PA with his wife, Julie, and their two daughters, Samantha and Lara.

As Chief Compliance Officer, Mary manages the firm’s legal activities and compliance program.

Prior to joining Waldron Private Wealth, Mary was the chief compliance officer and chief counsel for a regional investment adviser, responsible for creating, implementing, and administering policies and procedures, as well as support systems. Mary also worked for a compliance consulting firm where she specialized in developing and testing compliance programs for investment advisers and broker-dealers. During law school, Mary was a summer associate for the Education Law Center in Pittsburgh, PA where she assisted in litigation preparation, administrative and regulatory advocacy, as well as parent and community engagement. Mary was also a legal intern for JetBlue Airways where she worked on a variety of employment law issues. Prior to law school, Mary was a Credit Manager for Wells Fargo Financial where her responsibilities included educating customers on a variety of financial services, including unsecured personal loans, real estate loans, and debt consolidation loans.

Mary received her Juris Doctor degree from Syracuse College of Law, in 2013. In addition, Mary earned a Master of Science degree from Syracuse University School of Education as well as a Bachelor of Arts degree in Communication from SUNY Geneseo. Today, Mary is licensed to practice law in Pennsylvania and holds the designation of Investment Adviser Certified Compliance Professional from National Regulatory Services, Inc. Outside the office, Mary likes to spend time outdoors and volunteering. At Syracuse University, Mary was recognized by the College of Law for her community service work in the Syracuse area. More recently, Mary volunteered as an assistant coach for Girls on the Run in Pittsburgh and is a member of the Borough of Franklin Park Recreation Board. Originally from Long Island, Mary relocated to the Pittsburgh area in 2013 and currently resides in Wexford with her husband, two sons, and German Shepherd.