Patrick Cortazzo, CFP®, ChFC®, CSLP®

Wealth Planning Analyst

Patrick can simplify your wealth

Patrick Cortazzo, CFP®, ChFC®, CSLP® photo

Patrick joined the Waldron team in 2022 as a member of the Planning Department.

Prior to joining Waldron, Patrick worked at Treloar & Heisel, focusing on financial planning, investment management, and retirement plan services for dental and medical practitioners. He exemplifies a commitment to lifelong learning and is a CFP® professional, Chartered Financial Consultant ChFC®, and Certified Student Loan Professional CSLP®.

At Waldron, Patrick specializes in constructing sophisticated planning strategies for high-net-worth business owners and families.

Outside of the office, Patrick enjoys golfing, attending all Pittsburgh sporting events, and spending time with family and friends.

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Patrick'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

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

Jack Knapton, CFP® photo

Jack Knapton, CFP®

Wealth Planning Analyst

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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