Employee Spotlight: Lynne Schultz

Lynne Schultz

About Lynne

Each member of the team at Waldron aims to leverage their unique skillset and experience to help our clients solve their immediate challenges and achieve their long-term goals.

This week, we turn the Spotlight on Lynne Schultz. Lynne is a key member of the Business Development Team, specializing in event strategy and execution, relationship management, and internal business development for our advisory staff. For more than 30 years, Lynne has been very active in the financial services industry, cultivating client and referral relationships in Pittsburgh and the surrounding area.

Outside of the office, Lynne is an active member of many of the Italian American Groups in the Pittsburgh area. Lynne enjoys cooking, networking and spending time with her daughter, son, and daughter-in-law, as well as dining with her friends and extended family. She is an avid dog lover residing in Moon Township with her two standard poodles, Guenther and Pearl.

Spotlight Questions

  • Why did you join Waldron?
    • In 2018, after spending what felt like a lifetime at my former employer (34 years), it was finally time for me to make a change.  I was very intentional about my next move.  There was a lot of chatter in Pittsburgh about “Waldron”.  I was intrigued by the culture and felt Waldron would be a natural fit for me. I reached out and as fate would have it, Waldron was in the process of building out their Business Development team.
  • What is the best advice you have ever received?
    • From my father: ”Your reputation is your most valuable asset – protect it because it will follow and define you in the eyes of others.”
  • Which of Waldron’s cultural values resonates with you the most?
    • We are Driven to Make a Difference.
  • What is your favorite memory since working at Waldron?
    • My first large event I planned in the Spring of 2019 – was to celebrate Waldron being named #1 Top Financial Advisor in Pittsburgh by Barron’s in Sept. 2018.  The “Driven to Number One” event held at the new Audi dealership in Pittsburgh’s Industrial Strip District celebrated that accomplishment.  
  • What do you find most rewarding in working at Waldron?
    • The friendships I have fostered with Waldron colleagues.
  • What advice would you give to your younger self?
    • Don’t let your decisions be influenced by others.  Follow your gut and stick to your guns.
  • What is your favorite quote or motto?
    • “I’m suspicious of people who don’t like dogs, but I trust a dog when it doesn’t like a person.”  (Bill Murray)
  • How did you get started in the industry?
    • By accident – I was drawn networking activities and the relationship development built around them.  I created a unique niche for myself in the financial industry bridging strategic financial event planning and business development.
  • What does leadership look like to you?
    • This one is easy – integrity, integrity, integrity!  The best leaders are those who can be trusted, who also have the ability to “follow “ while leading. One does not need to be in a management role to be a leader.  A great leader listens without initial reaction, puts thought into their response/advice, and above all, keeps the confidence.   
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Waldron Private Wealth (“Company”) is an SEC registered investment adviser with its principal place of business in the Commonwealth of Pennsylvania. Company may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. For information about the Firm’s registration status and business operations, please consult Waldron’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at

This material is for informational purposes only and is not intended to be an offer, recommendation or solicitation to purchase or sell any security or product or to employ a specific investment strategy. Due to various factors, including changing market conditions, aforementioned information may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Company, or from any other investment professional. Investing involves risk, including the potential loss of money invested. Past performance does not guarantee future results. Asset allocation and diversification do not guarantee a profit or protect against loss. Company is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice. 


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