Brent Meilinger, CFP® is a Senior Investments Analyst at Waldron Private Wealth, where he works to help individuals, families, and entrepreneurs protect and grow multigenerational wealth with a clear strategy and fruitful execution. Brent partners with advisors to design portfolios that align with each client’s estate plan and long-term goals, calibrated to the complexity of their wealth. Brent quarterbacks comprehensive prospect analysis, including collection and review of account and tax data, stress-testing portfolios, and modeling tradeoffs to present a recommendation that aligns with client goals and risk tolerance.
Brent is a magna cum laude graduate of Duquesne University, where he earned a B.S. in Business Administration with concentrations in Finance and International Business. He mentors emerging professionals, and remains active on the Advisory Council and Gala Planning Committee with St. Jude Children’s Research Hospital – continuing a commitment to service that started at Duquesne.
Outside of the office, Brent enjoys spending his time outdoors with activities such as kayaking, hiking, golfing, and playing lacrosse. He also loves Spanish and seeks out travel where he can use the language whenever he gets the chance. Brent is an avid sports fan of many professional teams, especially the Philadelphia Eagles.