Shea A. Waldron, CAP®

Strategist - Family Office Services

Shea can simplify your wealth

Shea A. Waldron, CAP® photo

For more than 7 years, Shea has been helping entrepreneurs and their families simplify their financial lives.

After graduating with an Accounting degree from Penn State University, Shea joined Waldron in 2015. He passed the CAP® exam in 2019 and is a Chartered Advisor in Philanthropy.

At Waldron, Shea specializes in consulting high-net-worth families and family offices with completion services that are beyond investment management and financial planning, such as private aviation, bill pay, risk management, family governance, business owner advisory services, health care, and more.

Outside the office, Shea enjoys playing golf, hockey, tennis, hiking, biking, and shooting. He also serves on the Club 66 Board and works passionately towards encouraging young professionals to get involved with the Mario Lemieux Foundation to find a cure for cancer. Shea resides in Oakdale, PA with his Rottweiler, Tess.

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Shea Specializes In...

Lifestyle Services

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Private Aviation

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Shea'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

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

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

Lindsay Wilcox, CFP®, CHFC® photo

Lindsay Wilcox, CFP®, CHFC®

Strategist - Wealth Planning

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