Benjamin M. Greenfeld, CFP®

Partner & Chief Investment Officer

412-221-1005

bgreenfeld@waldronpw.com

Philadelphia, PA Pittsburgh, PA

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Benjamin can simplify your wealth

Benjamin M. Greenfeld, CFP® photo

Ben is a partner and serves as the Chief Investment Officer of the firm. Since joining Waldron in 2011, he has been deeply involved in all aspects of the firm’s goal-based investment management approach.

For more than 20 years, Ben has been helping entrepreneurs and their families simplify their financial lives. After graduating with a Business Administration degree from Duquesne University, he earned C.F.P. Professional Education Program from College for Financial Planning. Ben is a CERTIFIED FINANCIAL PLANNER™ Professional. Prior to joining the Waldron team, he served as an investment advisor and a research and investment specialist at Legend Financial Advisors Incorporation.

At Waldron, Ben specializes in investments by overseeing asset allocation and drives due diligence for the firm. He directs the investment team in conducting initial and ongoing due diligence of investment managers and subadvisors for all client portfolios. He also oversees the development of customized investment strategies for Waldron clients, aligning allocations with each client’s unique goals and scenarios. Ben works directly with families and their family offices to seamlessly integrate asset allocations within their overall planning strategy and provide comprehensive wealth advisory services.

Outside the office, Ben is a member of the Duquesne University Investment Strategy Institute Advisory Council. Ben resides in Wexford, PA with his wife, Jennifer, and their three children, Adelyn, Logan, and Nolan.

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Benjamin'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

Robert H. Wyche, ATFA photo

Robert H. Wyche, ATFA

Partner & Managing Director

Casey Robinson, CFP® photo

Casey Robinson, CFP®

Partner & Chief Planning Officer

Joseph Palmieri, CFA photo

Joseph Palmieri, CFA

Partner & Managing Director - Family Office Services

Ali Swart, CFP® photo

Ali Swart, CFP®

Partner & Managing Director - Wealth Planning

Eric Vogt, CFP® photo

Eric Vogt, CFP®

Partner & Senior Wealth Strategist

Darcie Biancini photo

Darcie Biancini

Bill Pay Specialist - Family Office Services

Nick Colaizzi, CFP® photo

Nick Colaizzi, CFP®

Strategist - Investments

Chase D. Conti, CFP®, CAIA®, AWMA® photo

Chase D. Conti, CFP®, CAIA®, AWMA®

Director - Investments

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

Patrick Cortazzo, CFP®, ChFC®, CSLP®

Wealth Planning Analyst

Kelly Costello photo

Kelly Costello

Director - Wealth Planning

Madison Daggett photo

Madison Daggett

Investment Analyst

Ann Dugan photo

Ann Dugan

Family Enterprise Services

Nathaniel Ecoff, CFA photo

Nathaniel Ecoff, CFA

Managing Director - Investments

Patrick Ellsworth, CFA photo

Patrick Ellsworth, CFA

Strategist - Investments

Andrew Feldmann photo

Andrew Feldmann

Team Lead – Business Development

Nathan Freshwater, CFP® photo

Nathan Freshwater, CFP®

Wealth Planning Analyst

William A. Groom, CFP® photo

William A. Groom, CFP®

Strategist - Wealth Planning

Alex Hendrickson, CFP® photo

Alex Hendrickson, CFP®

Strategist - Investments

Chris Keller, CFP® photo

Chris Keller, CFP®

Team Lead - Client Service

Jack Knapton, CFP® photo

Jack Knapton, CFP®

Senior Analyst - Wealth Planning

Nicholas Koury, MBA, CFP® photo

Nicholas Koury, MBA, CFP®

Wealth Planning Analyst

Andrew Kuzemchak photo

Andrew Kuzemchak

Investment Associate

Bob Mainello, CFP® photo

Bob Mainello, CFP®

Director - Investments

Spencer McKee photo

Spencer McKee

Wealth Planning Associate

Brent Meilinger, CFP® photo

Brent Meilinger, CFP®

Investment Analyst

Kaleigh Price, CFP®, ChSNC® photo

Kaleigh Price, CFP®, ChSNC®

Wealth Planning Analyst

Wade Rashilla, CFA photo

Wade Rashilla, CFA

Investment Analyst

Brett Rees photo

Brett Rees

Managing Director - Wealth Consultant

Lynne Schultz photo

Lynne Schultz

Business Development Specialist

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

Kevin Searfoss, CFP®, CDFA®, BFA™

Senior Wealth Strategist

Samantha Spitzer Sheetz, CFP®, CDFA® photo

Samantha Spitzer Sheetz, CFP®, CDFA®

Director - Wealth Planning

Jonathan Tobal photo

Jonathan Tobal

Business Development Specialist – Marketing

Nick Urban, CFP®, RFC®  photo

Nick Urban, CFP®, RFC® 

Wealth Planning Analyst

Sarah Veverka photo

Sarah Veverka

Investment Associate

Jake Vranish, CFP® photo

Jake Vranish, CFP®

Wealth Planning Analyst

Bryan P. Waldron, CFP® photo

Bryan P. Waldron, CFP®

Director - Wealth Planning

Michael J. Waldron, CTFA photo

Michael J. Waldron, CTFA

Senior Analyst - Wealth Planning

Shea A. Waldron, CAP® photo

Shea A. Waldron, CAP®

Strategist - Family Office Services

Lindsay Wilcox, CFP®, CTFA, CHFC® photo

Lindsay Wilcox, CFP®, CTFA, CHFC®

Director- Wealth Planning

Insights from Benjamin

2023 Market in Review
Read

2023 Market in Review

by Benjamin M. Greenfeld, CFP®

November 9, 2023 Market Update
Read

November 9, 2023 Market Update

by Benjamin M. Greenfeld, CFP®

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