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.