Jack Knapton, CFP®

Wealth Planning Analyst

Jack can simplify your wealth

Jack Knapton, CFP® photo

Jack is a 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.

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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 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

Ann Dugan photo

Ann Dugan

Family Enterprise Services

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

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

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