We are keeping up to date on the rapidly changing COVID-19 situation. Clearly the situation remains incredibly fluid, and we at Waldron want to do our part to help yet still maintain business as usual.
We place a premium on having a strong advisor/client relationship right from the start so that we may reach our goal of simplifying life for our clients. Our team will continue to work diligently to deliver on that promise for each client we serve. We are confident in our plans and will continue to put you, our clients first, while safeguarding the health and wellbeing of our people. Our office physical office is closed in coordination with Governor Wolf’s order to close all “non-life sustaining” businesses in Pennsylvania. However, our team is working remotely to ensure there is no interruption to client service.
Our team has been preparing to ease this transition by taking the following measures:
Again, we have taken these precautions to protect the health and safety of our Waldron family and our clients. The environment is changing quickly, so please watch for any updates if we modify our plans.
If you have any questions, concerns, or if we can be of assistance to you as you navigate this changing environment, please never hesitate to contact your Waldron team or any of the partners or leadership in our firm.
|NAME||TITLE||CELL PHONE||OFFICE PHONE|
|John Waldron||CEO and Founder||412-418-9892||412-221-7977||JWaldron@WaldronPW.com|
|Matthew Helfrich||Partner and President||412-848-4769||412-221-4875||MHelfrich@WaldronPW.com|
|Bob Wyche||Partner and Managing Director||412-848-7823||412-221-6738||BWyche@WaldronPW.com|
|Michael Krol||Partner and Head of Wealth Advisory||412-996-0344||412-221-6735||MKrol@WaldronPW.com|
|Benjamin Greenfield||Partner and Chief Investment Officer||412-266-0284||412-221-8044||BGreenfield@WaldronPW.com|
|Ryan Fortier||Partner and Chief Operating Officer||412-303-1109||412-221-8963||RFortier@WaldronPW.com|
|Bill Winkeler||Managing Director – Investments||267-968-3735||412-221-8045||BWinkeler@WaldronPW.com|
|Casey Robinson||Managing Director – Wealth Planning||412-915-5696||412-221-8043||CRobinson@WaldronPW.com|
|Melissa Lamb||Team Lead – Client Service||323-363-1036||412-221-8836||MLamb@WaldronPW.com|