Joe is Waldron’s Family Office Services Managing Director, leading our organization in providing services that traditionally fall out of the realm of planning and investments.
For more than 15 years, Joe has been helping entrepreneurs and their families simplify their financial lives. After graduating from the University of Delaware, he earned a master’s degree from Duquesne University. Prior to joining the Waldron team, he served as VP and Investment Officer at PNC Wealth Management and Portfolio Manager at JKMilne Asset Management. Joe passed the CFA® exam in 2015 and is a certified financial analyst charter holder.
At Waldron, Joe specializes in family office services and enjoys building long-term relationships with clients through providing solutions and simplifying lives. Outside the office, he enjoys running, skiing, and fishing. He resides in Mount Lebanon, PA with his wife and three children.