Ann Dugan

Family Enterprise Services

Ann can simplify your wealth

Ann Dugan photo

Ann leads Waldron’s Family Enterprise Services. She has extensive experience in working with substantial family enterprises and family offices as they strive to achieve long-term sustainability and multigenerational success. She has a fervent belief that both the family and the business can thrive with active learning, family honesty, good communication, and appropriate and inclusive governance.

For over 30 years, Ann has been helping entrepreneurs and their families simplify their financial lives. She earned an Economics degree from the University of Pittsburgh and launched the first American-based entrepreneurship institute at the University of Pittsburgh when she realized that nothing was available locally to families in 1989. This award-winning Institute within the Katz Graduate School of Business, the Institute for Entrepreneurial Excellence (IEE), provides education and experiential learning opportunities to regional family businesses.

Prior to joining the Waldron team, Ann served as a Family Advisor with Headwaters SC, an Executive in Residence for the Family Business Network (FBN), and Senior Managing Director of the Family Office Exchange. At Waldron, Ann specializes in assisting families, providing vision and structure to thrive as an enterprising family, a philanthropic family, and a family office, as appropriate. As the founder and leader of IEE for nearly 30 years, and in her role as Assistant Dean for the Joseph M. Katz Graduate School of Business, her success in helping families, universities, and regions flourish has been recognized with numerous awards, including the 2009 Ernst & Young Regional Entrepreneur of the Year Award. Outside of the office, Ann is very active in community service and serves on the board of several public and private organizations. Currently, she sits on the Board of Trustees of the National Philanthropic Trust, a worldwide leader in donor-advised funds under management.

Back to the Team

Simplify Your Wealth

We believe the most successful wealth strategies are achieved through the collaboration of a team of individuals. Learn how our integrated, coordinated approach can simplify your wealth.

"*" indicates required fields

Consent

Ann Specializes In...

Family Enterprise Services

Learn More

Ann's teammates

John J. Waldron photo

John J. Waldron

CEO & Founder

Matthew Helfrich, CFP® photo

Matthew Helfrich, CFP®

Partner & President

Michael Krol, CFP®, CPA photo

Michael Krol, CFP®, CPA

Partner & Head of Wealth Advisory

Benjamin M. Greenfeld, CFP® photo

Benjamin M. Greenfeld, CFP®

Partner & Chief Investment Officer

Robert H. Wyche photo

Robert H. Wyche

Partner & Managing Director

Darcie Biancini photo

Darcie Biancini

Bill Pay Specialist - Family Office Services

Nick Colaizzi, CFP® photo

Nick Colaizzi, CFP®

Investment Analyst

Chase D. Conti, CFP®, CAIA® photo

Chase D. Conti, CFP®, CAIA®

Director - Investments

Patrick Cortazzo, CFP®, ChFC®, CSLP® photo

Patrick Cortazzo, CFP®, ChFC®, CSLP®

Wealth Planning Analyst

Madison Daggett photo

Madison Daggett

Investment Analyst

Nathaniel Ecoff, CFA photo

Nathaniel Ecoff, CFA

Director - Investments

Patrick Ellsworth, CFA photo

Patrick Ellsworth, CFA

Investment Analyst

Andrew Feldmann photo

Andrew Feldmann

Team Lead – Business Development

Nathan Freshwater photo

Nathan Freshwater

Investment Associate

William A. Groom, CFP® photo

William A. Groom, CFP®

Senior Wealth Planning Analyst

Alex Hendrickson, CFP® photo

Alex Hendrickson, CFP®

Strategist - Investments

Christopher Horan, CFP® photo

Christopher Horan, CFP®

Director - Wealth Planning

Chris Keller, CFP® photo

Chris Keller, CFP®

Team Lead - Client Service

Renee Mendelssohn, JD photo

Renee Mendelssohn, JD

Senior Wealth Advisor

Jack Knapton, CFP® photo

Jack Knapton, CFP®

Wealth Planning Analyst

Nicholas Koury, MBA, CFP® photo

Nicholas Koury, MBA, CFP®

Wealth Planning Analyst

Spencer McKee photo

Spencer McKee

Wealth Planning Associate

Joseph Palmieri, CFA photo

Joseph Palmieri, CFA

Managing Director - Family Office Services

Brent Meilinger photo

Brent Meilinger

Investment Associate

Kaleigh Price, CFP® photo

Kaleigh Price, CFP®

Wealth Planning Associate

JR Raebiger, CFP®, CTFA photo

JR Raebiger, CFP®, CTFA

Managing Director - Senior Wealth Advisor

Bobby Pryhocki photo

Bobby Pryhocki

Investment Associate

Wade Rashilla photo

Wade Rashilla

Investment Associate

Meranda Resides photo

Meranda Resides

Client Service Specialist

Casey Robinson, CFP® photo

Casey Robinson, CFP®

Chief Planning Officer

Lynne Schultz photo

Lynne Schultz

Business Development Specialist

Kevin Searfoss, CFP®, CDFA®, BFA™ photo

Kevin Searfoss, CFP®, CDFA®, BFA™

Senior Wealth Advisor

Craig Slaubaugh, CFP® photo

Craig Slaubaugh, CFP®

Director - Investments

Samantha Spitzer, CFP®, CDFA® photo

Samantha Spitzer, CFP®, CDFA®

Director - Wealth Planning

Ali Swart, CFP® photo

Ali Swart, CFP®

Managing Director - Wealth Planning

Jonathan Tobal photo

Jonathan Tobal

Business Development Specialist – Marketing

Eric Vogt, CFP® photo

Eric Vogt, CFP®

Senior Wealth Strategist

Bryan P. Waldron, CFP® photo

Bryan P. Waldron, CFP®

Director - Wealth Planning

Michael J. Waldron, CTFA photo

Michael J. Waldron, CTFA

Wealth Planning Analyst

Shea A. Waldron, CAP® photo

Shea A. Waldron, CAP®

Strategist - Family Office Services

Lindsay Wilcox, CFP®, CHFC® photo

Lindsay Wilcox, CFP®, CHFC®

Strategist - Wealth Planning

Insights to your inbox.

Sign up for our newsletter for exclusive insights into simplifying your wealth.