Nick is an Investment Strategist focused on managing customized investment portfolios that are integrated into each client’s unique set of goals.

For more than 6 years, Nick has been helping entrepreneurs and their families simplify their financial lives. He earned a Business Administration degree from Robert Morris University and continued his education at the University of Georgia, Terry College of Business to earn a Certificate in Financial Planning.

At Waldron, Nick specializes in assisting the team by managing client portfolios, providing macroeconomic research, and focusing on the firm’s GAP process to gather, analyze, and present customized investment strategies.

Outside of the office, Nick spends a lot of his time as an active member of his local church, where he helps lead a young adult group called LAUNCH, teaches at children’s ministry throughout the year, and serves as part of the tech team most weekends. He also loves to watch and play almost every sport – mainly basketball, football, and volleyball. He resides just outside of Pittsburgh in Moon Township with his wife, Lacey. 

Chase provides due diligence on investment managers, works with financial advisors to construct investment strategies and integrated asset allocations, and oversees all trading activity.

Since 2011, Chase has been helping entrepreneurs and their families simplify their financial lives. He earned a Business Administration degree from Robert Morris University with a dual major in Finance and Accounting having graduated Summa Cum Laude, and prior to joining the Waldron team in 2013, he served as an Assistant Wealth Manager at Legend Financial Advisors Incorporation. Chase is a CERTIFIED FINANCIAL PLANNER™ Professional, Chartered Alternative Investment Analyst, Accredited Wealth Management Advisor and is licensed for Pennsylvania Life Insurance.

At Waldron, Chase specializes in portfolio construction and manager due diligence, and enjoys building long-term relationships with clients through wealth management. He is a frequent contributor to the Waldron quarterly market commentary, Wealth Insights articles and Waldron advisory staff monthly market updates.

Outside of the office, Chase plays flag football in the Pittsburgh Sports League and he is a passionate Buffalo Bills season ticket holder. Chase resides in Oakdale, PA with his wife, Ashleigh, and daughter, Mila.

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.

Kelly is a Director in Waldron’s Wealth Planning department, focusing on helping families, business owners,  wealth accumulators, and retirees develop and implement goal-based plans to help achieve their wants and needs.

For more than 23 years Kelly has been utilizing customized financial planning, risk-aware investment strategies, proactive tax planning, retirement planning, and estate/trust planning to help simplify and harmonize financial aspects of clients’ lives.

Prior to joining Waldron, Kelly worked for Neuberger Berman, Wells Fargo Advisors and Raymond James. He earned a degree in Economics with a concentration in Accounting  from Rutgers University graduating Summa Cum Laude.

Outside of the office Kelly enjoys daily exercise, reading non-fiction, a glass of red wine, and spending time with his family. Kelly resides in Bloomfield Hills, Michigan with his wife Kellie and their sons. 

Madison aims to help clients and their families customize portfolios to enable them to reach their unique financial goals.

For more than 3 years, Madison has been helping entrepreneurs and their families simplify their financial lives. She earned a degree in Mathematics and Economics from the University of Pittsburgh, and prior to joining the Waldron team, she served as an associate for Northwestern Mutual.

At Waldron, Madison specializes in constructing personalized and customized investment strategies aiming to help clients achieve their specific financial goals, conducting trading activities and assisting with tax reporting.

Outside of the office, Madison enjoys skiing, gardening, and attempting to collect enough books to have her own library one day.

Ann leads Waldron’s Family Enterprise Services. She has extensive experience in working with substantial family enterprises and family offices as they strive to achieve long-term sustainability and multigenerational success. She has a fervent belief that both the family and the business can thrive with active learning, family honesty, good communication, and appropriate and inclusive governance.

For over 30 years, Ann has been helping entrepreneurs and their families simplify their financial lives. She earned an Economics degree from the University of Pittsburgh and launched the first American-based entrepreneurship institute at the University of Pittsburgh when she realized that nothing was available locally to families in 1989. This award-winning Institute within the Katz Graduate School of Business, the Institute for Entrepreneurial Excellence (IEE), provides education and experiential learning opportunities to regional family businesses.

Prior to joining the Waldron team, Ann served as a Family Advisor with Headwaters SC, an Executive in Residence for the Family Business Network (FBN), and Senior Managing Director of the Family Office Exchange. At Waldron, Ann specializes in assisting families, providing vision and structure to thrive as an enterprising family, a philanthropic family, and a family office, as appropriate. As the founder and leader of IEE for nearly 30 years, and in her role as Assistant Dean for the Joseph M. Katz Graduate School of Business, her success in helping families, universities, and regions flourish has been recognized with numerous awards, including the 2009 Ernst & Young Regional Entrepreneur of the Year Award. Outside of the office, Ann is very active in community service and serves on the board of several public and private organizations. Currently, she sits on the Board of Trustees of the National Philanthropic Trust, a worldwide leader in donor-advised funds under management.

Nate helps lead our Investment Team and is deeply involved with the strategic portfolio management decisions at Waldron.

Prior to joining Waldron, Nate worked as an institutional investment consultant guiding various institutional investors in strategic asset allocation and portfolio management decisions. He earned a Bachelor’s degree in Finance from Penn State University and is a CFA Charterholder.

At Waldron, Nate specializes in investment manager due diligence, investment strategy, and portfolio construction. He works closely with clients to understand their personal financial situation and develops an investment strategy to help achieve their goals.

Outside the office, Nate enjoys traveling, golfing, and cooking. He resides in Peters Township with his wife, Nicci, their three children Blake, Leo, and Cameron, and their dog Zoe.

Patrick works with clients to construct customized portfolios which are designed to help meet each family’s unique goals and objectives.

At Waldron, Patrick specializes in investment strategy, manager due diligence, and portfolio construction. He works closely with clients to develop investment portfolios that are integrated into their overall financial plan. In this capacity, he works closely with other members of the Waldron team in order to provide comprehensive wealth advisory solutions for clients.

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

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

Andrew is the Team Lead of Business Development for Waldron, leading the business development and marketing efforts to continue to support the company’s growth.

Andrew has 10 years of business development experience in many different industries. After graduating from Fredonia State University in 2010, he began his career managing people at a local store. In 2011, he started as a Marketing Associate at an outsourced marketing agency in Buffalo, New York, working with clients in a variety of industries. Andrew grew in his responsibilities with the agency for 8 years, being promoted several times where he was helping to create sales and marketing strategies, while also leading the implementation of those strategies for his clients.

In 2019, Andrew joined Waldron as the Team Lead of Business development and moved his family to Pittsburgh. He resides in Upper St. Clair with his wife and their two children.

Bill works on several planning-related tasks where he is building specialized skills and knowledge related to insurance and the complexities of multigenerational wealth.

For more than 5 years, Bill has been helping entrepreneurs and their families simplify their financial lives. He earned a Bachelor’s degree in Business Administration with a dual concentration in Finance and Economics.

Prior to joining the Waldron team, Bill developed himself professionally by interning with McKesson and Erie Insurance.

At Waldron, Bill oversees the wealth planning of the family enterprise department. He implements individualized planning strategies in the areas of estate planning, cash flow management, charitable giving, risk management, and taxation.

Outside the office, Bill enjoys traveling, boating, and playing frisbee. He resides in Oakdale, PA.

Alex helps clients craft customized and personalized portfolio to help them achieve their family’s unique financial goals.

After graduating from the University of Pittsburgh in 2015, Alex started out his career in Wealth Management at a Pittsburgh-based RIA named Legend Financial Advisors, where he was an Investment Operations Coordinator before becoming an Assistant Advisor. His work at Legend allowed to him to experience all aspects of the industry, from handling paperwork and money movement to portfolio management and creating comprehensive financial plans to ensure that clients were taken care of from start to finish.

At Waldron, Alex specializes in investments and enjoys building long-term relationships with clients through portfolio management. He furthered his education by obtaining the CERTIFIED FINANCIAL PLANNER™ certification and fulfilled the education aspect of the certification by completing the Executive Certificate in Financial Planning course at the Palumbo-Donahue School of Business at Duquesne University before ultimately passing the exam and receiving the letters.

Outside the office, Alex enjoys playing basketball and golf. He resides in Green Tree, PA.

As a Team Lead in Waldron’s Client Service Department, Chris facilitates efficient and timely assistance to meet client needs and maintains compliance and regulatory protocols.

For more than 20 years, Chris has been helping entrepreneurs and their families simplify their financial lives. He earned an Economics degree from the University of Pittsburgh, and prior to joining the Waldron team, Chris assisted clients, handled trades, and supported firm compliance requirements at a Registered Investment Advisory firm affiliated with Raymond James Financial Services.

At Waldron, Chris builds long-term relationships through implementing financial planning strategies.

Outside of the office, Chris currently volunteers as a Sunday School teacher, after working as a youth leader for grades 7–12 for 20 years at his local church. Chris lives with his wife, Molly, and has three adult daughters.