Matthew Helfrich, CFP®

Partner & President

412-221-1005

mhelfrich@waldronpw.com

Pittsburgh, PA Washington, DC

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Matthew can simplify your wealth

Matthew Helfrich, CFP® photo

Matt is a partner and the president of the firm. He leads Waldron’s strategic vision, brand and value proposition, and overall culture.

For more than 20 years, Matt has been helping entrepreneurs and their families simplify their financial lives. After earning a degree in Investment Management from Duquesne University, Matt earned an Executive Financial Planning degree from Duquesne University. Prior to becoming a partner and the president at Waldron, Matt served in several roles, including Chief Investment Strategist and Chief Investment Officer, where he was instrumental in creating and refining Waldron’s investment discipline. At Duquesne University’s Graduate School of Leadership and Professional Studies, Matt became a CERTIFIED FINANCIAL PLANNER™ Professional.

At Waldron, Matt focuses on expanding our service offering across multiple generations of clients and leveraging technology to enhance client experience. In 2016, Duquesne University recognized Matt as their “Young Alumni of the Year.” Matt is in the media frequently and has appeared in The Wall Street Journal, Barron’s, Private Wealth Magazine, Wall Street Week, Forbes, and Smart Money.

Outside of the office, Matt has been involved in various boards and charitable programs, including past board member of Washington County Habitat for Humanity. He is an active member of Young Presidents’ Organization – Chapter Chair 2021-2022, the Pittsburgh Venture Capital Association, Duquesne University Business School Advisory Council, Duquesne University Adult and Finance Committee, PACE School – Treasurer, Propel Foundation – Endowment Chair, and North Allegheny Soccer Club – Soccer Coach. Matt resides in the North Hills of Pittsburgh with his wife and their four children.

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Matthew's teammates

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John J. Waldron

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Michael Krol, CFP®, CPA photo

Michael Krol, CFP®, CPA

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Benjamin M. Greenfeld, CFP® photo

Benjamin M. Greenfeld, CFP®

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Robert H. Wyche, ATFA photo

Robert H. Wyche, ATFA

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Casey Robinson, CFP® photo

Casey Robinson, CFP®

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Joseph Palmieri, CFA

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Ali Swart, CFP®

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Eric Vogt, CFP® photo

Eric Vogt, CFP®

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Darcie Biancini photo

Darcie Biancini

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Chris Brown photo

Chris Brown

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Noah Bushlow photo

Noah Bushlow

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Nick Colaizzi, CFP® photo

Nick Colaizzi, CFP®

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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®

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Kelly Costello photo

Kelly Costello

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Madison Daggett, CFP® photo

Madison Daggett, CFP®

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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®

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Alex Hendrickson, CFP® photo

Alex Hendrickson, CFP®

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Chris Keller, CFP® photo

Chris Keller, CFP®

Team Lead - Client Service

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Jack Knapton, CFP®

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Nicholas Koury, MBA, CFP®

Wealth Planning Analyst

Andrew Kuzemchak photo

Andrew Kuzemchak

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Bob Mainello, CFP® photo

Bob Mainello, CFP®

Director - Investments

Spencer McKee, CFP® photo

Spencer McKee, CFP®

Wealth Planning Analyst

Brent Meilinger, CFP® photo

Brent Meilinger, CFP®

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Aidan Mills photo

Aidan Mills

Wealth Planning Associate

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

Joel Sirota photo

Joel Sirota

Wealth Planning Associate

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

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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®

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Lindsay Wilcox, CFP®, CTFA, CHFC® photo

Lindsay Wilcox, CFP®, CTFA, CHFC®

Director- Wealth Planning

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