THE WALDRON Team
EXPERIENCE & KNOWLEDGE
At the heart of Waldron is an experienced team of passionate professionals with niche experience across the many disciplines required to simplify the complexities of wealth our clients face.
Claudia Balla, CFP®, CIMA®
Wealth Planning Analyst
Kelly Batchelor
Client Service Specialist
Darcie Biancini
Bill Pay Specialist – Family Office Services
Noah Bushlow
Investment Associate
Nick Colaizzi, CFP®
Strategist – Investments
Chase D. Conti, CFP®, CAIA®, AWMA®
Director – Wealth Planning
Chad Cornish
Team Lead – Client Service
Kelly Costello
Director – Wealth Planning
Madison Daggett, CFP®
Senior Analyst – Investments
Jessica Devore
Accountant
Ann Dugan
Family Enterprise Services
Nathaniel Ecoff, CFA
Managing Director – Investments
CULTURAL PILLARS
To keep our company culture thriving, we have established four “culture pillars” that serve as guideposts for developing our intra-company mindset.
- We Are A Team
- We Are All Entrepreneurs
- Driven To Make A Difference
- Mission First
WORKING AT WALDRON
At Waldron, we grow our team ahead of our needs, so that we can continue to deliver high touch, comprehensive counsel to each client we serve. That’s why we are always looking to meet passionate and talented people who are interested in joining our mission.
• Exceptional opportunities for growth and development
• Highly competitive compensation and benefits
• Award-winning culture of collaboration
Insights
Will social security still be there for you: What 2033 could mean for your retirement plan
by Chase D. Conti, CFP®, CAIA®, AWMA®
Will the “Future You” thank the “Current You” for the financial choices you make today
by Chase D. Conti, CFP®, CAIA®, AWMA®
Employee Spotlight: Sarah Veverka
by Sarah Veverka, CFP®