Jack Knapton, CFP®

Senior Analyst - Wealth Planning

Jack can simplify your wealth

Jack Knapton, CFP® photo

Jack is a Senior Planning Analyst, helping clients understand their estate plan, maximizing retirement savings, and preparing business owners for their next chapter.

Jack earned a Bachelor’s degree with a dual concentration in Finance and Accounting at Duquesne University. While studying at Duquesne, he served as the President of the Financial Management Association, Senior Vice President of Delta Sigma Pi, and an analyst with the Student Managed Investment Fund.

Prior to joining the Waldron team in 2019, Jack developed himself professionally by interning with MassMutual Pittsburgh and PNC Bank. Jack passed the CFP examination in November 2021 and is a CERTIFIED FINANCIAL PLANNER™ Professional.

At Waldron, Jack works on a multitude of planning-oriented tasks, where he builds specialized skills related to trust and estate planning coupled with business sale transactions. He also helps clients with their journey to retirement and how to properly save to accomplish those goals. Jack is an active member of the Estate Planning Council of Pittsburgh, where he stays up to date with the latest estate tax trends and policy changes.

Outside the office, Jack enjoys golfing, traveling, and watching movies. He also volunteers with the Reflections of Grace Foundation and works passionately toward fighting brain cancer.

Wealth is not about having a lot of money; it is about having a lot of options.

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.

Jack'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, 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

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

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