Each member of the diversely talented team at Waldron leverages his or her unique skillset and experience to help our clients solve their immediate challenges and achieve their long-term goals.

Each member of the diversely talented team at Waldron leverages his or her unique skillset and experience to help our clients solve their immediate challenges and achieve their long-term goals.

Our team members are what make our firm so unique, so to help you get to know us a little better, from a professional and personal standpoint, we’re publishing a series of Team Member Spotlights.

This quarter, we turn the Spotlight on Joseph Palmieri, Director – Investments. Joe became part of the Waldron team in 2015, and focuses on the design of customized portfolios and strategies structured for our clients’ individual needs. He works closely with the planning team to implement comprehensive solutions that support each client’s goals.

Why did you join Waldron? I joined Waldron because of their approach and their people. The industry has been primarily focused on investment management services for far too long, and is only now changing to the way Waldron had been doings things for 20+ years. Joining a firm that is ahead of the curve, staffed with amazing people from different walks of life was a no brainer.

What is the best advice you have ever received? The best advice I ever received was from my father. When I was just starting out in my career, he told me to view myself as replaceable. That has driven me to continually push and never be satisfied with the status quo.

If you could have dinner with anyone, who would it be? Although he has passed, I would love to sit down with long distance runner Steve Prefontaine. His approach was to give everything you had, so win, lose or draw your effort was never questioned. He has been quoted as saying “To give anything less than your best is to sacrifice the gift.” I have carried that with me personally and professionally.

What is something people would be surprised to learn about you? I have a strong interest in renewable energy and sustainable living. I love to see that we are making big strides in alternative energy and the technology that makes it possible. I can’t wait to see where we are in the next 10 years and hope to contribute my small part.

What is the next item you plan to knock off your bucket list? I really enjoy participating in endurance sports. Although It may be far off in the distance, I have my eye on finishing a few ultramarathons.

Disclaimer

Each member of the diversely talented team at Waldron leverages his or her own unique skillset and experience to help our clients solve their immediate challenges and achieve their long-term goals.

Our team members are what make our firm so unique, and in an effort to help you get to know us a little better, from a professional and personal standpoint, we’re publishing a series of Team Member Spotlights.

This quarter, we turn the Spotlight on Chad Cornish, Client Service Specialist. Chad became part of the Waldron team in 2016, and specializes in providing concierge, high-touch service to every client he supports. He joined Waldron with more than a decade of retail banking, business banking, lending, and wealth management experience with the PNC Financial Services Group.

Why did you join Waldron? Waldron has exceptional people. The private wealth management world is relatively small, and when researching the best firms, Waldron consistently rose to the top of the list. This was confirmed through firsthand knowledge offered by people in the industry whose opinions I trust. Waldron’s people are what sets Waldron Private Wealth apart from all others.

What is the best advice you have ever received? ‘The Golden Rule’ – My mother always used to cite this rule when I was growing up – ‘One should treat others as one would like others to treat oneself.’  This law of reciprocity has always stuck with me, and I would say it is very solid advice for pretty much all situations and scenarios.

If you could have dinner with anyone, who would it be? Family and Friends. What is more enjoyable then spending time with loved ones over a good meal. Barbecue anyone?

What is something people would be surprised to learn about you? I have been fortunate enough to travel through all 50 of the US states, mostly backpacking and kayaking in the wonderful national parks. Yellowstone, Olympic, and Wrangell-St.Elias are my favorites.

What is the next item you plan to knock off your bucket list? Scuba diving in the Galapagos Islands. I don’t know if this will be the ‘very’ next thing to cross off my bucket list, but this trip is moving up quickly, and I am fairly certain it will be an exciting and truly unique experience.

Disclaimer