Ann provides operational and administrative support for Waldron’s Client Service team.

For more than 10 years, Ann has been collaborating with wealth advisors to provide the most effective client service. Prior to joining the Waldron team, she served as a Central Region Scheduler at BDO. At Waldron, Ann specializes in the production of Client Wealth Reports.

Outside of the office, Ann enjoys camping, kayaking, and spending time with her friends and family. She resides in Baldwin, PA with her husband, Kevin, and two daughters.

Melissa coordinates all aspects of client service, from account opening, maintenance, and transactions to developing ways to enhance the client experience.

For more than 15 years, Melissa has been helping entrepreneurs and their families simplify their financial lives. She earned a Latin American Studies degree at the University of California, San Diego, and prior to joining the Waldron team, she served as an Operations Specialist at Alpern Wealth Management.

At Waldron, Melissa specializes in managing the Client Service department, focuses on expanding the Client Service team in all of Waldron’s target markets, and continuously produces process improvements. She enjoys building long-term relationships with clients as she continues to serve them.

Outside of the office, Melissa enjoys spending time with her children. She was born and raised in Los Angeles, CA but currently resides in North Fayette Township, PA with her husband, Justin, and their three children.

Keely provides operational and administrative assistance to clients as part of the wealth management team.

Prior to joining the Waldron team, Keely served as a Client Service Specialist at PNC Wealth Management and as a Client Service Representative at BNY Mellon’s Private Banking Department.

At Waldron, Keely specializes in creating and maintaining accurate client records. She enjoys building client relationships through client reports.

Outside of the office, Keely enjoys spending time with friends and family, reading, and vacationing at the beach.

Margaret is the Executive Assistant for our Founder & CEO, John Waldron.

Prior to joining the team in 2002, she worked in the Private Banking Department of Mellon Bank for more than 10 years.

At Waldron, Margaret is responsible for company accounting and cash flow management. In addition, she coordinates all travel, manages schedules, and provides administrative support.

Outside of the office, Margaret enjoys traveling, boating, and spending time with her husband by riding their Harley Davidson motorcycle. She has lived in Pittsburgh, PA most of her life, but did spend 3 years in Augusta, GA while her husband served in the military. She loves the South, but states there is no place like home.

Shannon serves as a Human Resource Generalist and works on a variety of Human Resource tasks that contribute to the efficiency and effectiveness of the firm.

She earned a Human Resource Management degree and a minor in Political Science, as well as a Master’s degree in Organizational Leadership from Mercyhurst University. She also holds a SHRM-CP certification. Prior to officially joining the Waldron team, she served as a Human Resource intern.

At Waldron, she administers and executes human resource programs such as onboarding and offboarding, promotions and job changes, compensation, benefits, disciplinary matters, performance and talent management, productivity, recognition, and morale. She also specializes in overseeing and maintaining the functions of our HRIS system. She is an active member of SHRM, where she stays up-to-date with the latest employment regulations, critical workplace issues, and human capital business trends.

Outside of the office, Shannon enjoys strength training, biking, hiking, and watching the Pittsburgh Penguins.

Amanda joined the Waldron team in 2022 and is responsible for a variety of tasks to support the team and help optimize client service. She helps Waldron build relationships with new clients through the onboarding process by organizing their information and distributing it to the appropriate team members.

Prior to joining Waldron, Amanda had 23 years of experience in customer service and inventory management as a veterinary nurse.

Outside of the office, Amanda enjoys hiking, biking, kayaking, and camping with her husband as well as horseback riding, gardening, and cooking. She spends most of her free time with 2 horses, a shepherd mix, and a cuddly cat.

Meranda provides operational and administrative assistance to clients in coordination with the other members of their team.

For more than 5 years, Meranda has been helping entrepreneurs and their families simplify their financial lives. She earned a Political Science degree from Indiana University of Pennsylvania, and prior to joining the Waldron team, she served as a Compliance Analyst for S&T Bank and as a Senior Representative in the Client Activation group at BNY Mellon.

At Waldron, Meranda specializes in creating and maintaining accurate client records and builds long-term relationships with clients through client reports.

Outside of the office, Meranda enjoys spending time with her family and friends. She resides in Monroeville, PA with her husband, Ian, and daughter, Nora.

Jake provides operational and administrative assistance for Client Service team members, other departments, and clients.

Jake graduated from Grove City College in 2023 with a bachelor’s degree in finance. Prior to working at Waldron, he worked at McKinley Carter Wealth Services in Wexford as an intern, where he focused on a variety of project-related, administrative, and compliance measures related to the firm.

 At Waldron, Jake specializes in the preparation of client documents and builds long-term relationships with clients through client service specialties.

Outside the office, Jake enjoys golfing, running, and is an avid fan of Pittsburgh sports teams. Jake resides in Cranberry Township, where he enjoys spending time with his family and two Australian shepherds.

Courtney is a dedicated professional and the Team Lead for Operations at Waldron. With a focus on implementing improvements for overall operational efficiency, she plays a pivotal role in driving organizational success. Courtney assists in the design and execution of critical policies and procedures, providing support to employees with technical products and services. She also develops comprehensive plans for communication, training, and other operations projects, working towards smooth operations across the organization.

Having spent over 6 years dedicated to improving operations, Courtney has helped foster the growth and success of the firm. In addition to earning a Certificate in Corporate and Community Communications, she holds a Bachelor’s degree in Social Sciences with honors from the University of Pittsburgh.

Prior to her current role as the Team Lead for Operations at Waldron, Courtney served as a Client Service Administrator at Ayco, a Goldman Sachs Company.

Outside of the office, Courtney enjoys skiing, hiking, and cooking. She currently resides in McDonald, PA, with her husband, Kenny and their dog Gumbo.

For more than 5 years, Stephanie has been working in various office and recruiting positions. At Waldron, Stephanie is a Document Management Assistant. 

She earned a Human Resources degree from Robert Morris University, and prior to joining the Waldron team, she served on the Recruiting Team for a technology company in Pittsburgh.

Outside of the office, Stephanie enjoys spending time with her friends and family. She resides in Cecil Township, PA with her husband and two children.