Patrick Ellsworth, CFA

Senior Analyst - Investments

Patrick can simplify your wealth

Patrick Ellsworth, CFA photo

Patrick is a Senior Investment Analyst, assisting our advisors and clients by constructing personalized investment strategies tailored to their specific goals and objectives.

Prior to joining Waldron, Patrick began his career in the financial services industry at Vanguard and worked at a large regional wealth management and accounting firm. He earned a Bachelor’s degree in Economics from Penn State University and is a CFA Charterholder.

At Waldron, Patrick contributes to the team by conducting manager due diligence, providing macroeconomic research, conducting trading activities, and focusing on the firm’s process to gather, analyze, and present customized investment strategies.

Outside of the office, Patrick enjoys watching his favorite sports teams (including the Steelers, Penn State, Penguins, and Liverpool FC), cooking, and reading. He lives in the North Hills of Pittsburgh with his two cats, Athena and Lucy.

Back to the Team

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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

Casey Robinson, CFP® photo

Casey Robinson, CFP®

Partner & Chief Planning Officer

Joseph Palmieri, CFA photo

Joseph Palmieri, CFA

Partner & Managing Director - Family Office Services

Ali Swart, CFP® photo

Ali Swart, CFP®

Partner & Managing Director - Wealth Planning

Eric Vogt, CFP® photo

Eric Vogt, CFP®

Partner & Senior Wealth Strategist

Darcie Biancini photo

Darcie Biancini

Bill Pay Specialist - Family Office Services

Nick Colaizzi, CFP® photo

Nick Colaizzi, CFP®

Strategist - Investments

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

Senior Director - Investments

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 Analyst - Wealth Planning

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

Brent Meilinger photo

Brent Meilinger

Investment Associate

Kaleigh Price, CFP® photo

Kaleigh Price, CFP®

Wealth Planning Analyst

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

Team Lead - Client Service

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

Jonathan Tobal photo

Jonathan Tobal

Business Development Specialist – Marketing

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®

Strategist - Family Office Services

Lindsay Wilcox, CFP®, CHFC® photo

Lindsay Wilcox, CFP®, CHFC®

Strategist - Wealth Planning

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