Andrew is an Investment Analyst at Waldron Private Wealth.

Andrew joined the Waldron team full-time in June after graduating from The Pennsylvania State University with a Bachelor’s degree in Finance and a minor in Management Information Systems.

Outside of the office, Andrew enjoys playing golf, running, traveling and spending time with his family and friends.

Bob is a Director on the Investments Team, focusing on constructing disciplined portfolios designed to help clients reach their unique financial goals.

For more than 13 years, Bob has been helping entrepreneurs and their families simplify their financial lives, preserve their wealth, and responsibly grow their assets. Prior to joining the Waldron team, Bob worked for a large, national private bank as an Investment Specialist, playing a large part in the investment decision making and implementation for over $4 billion in client assets. Bob earned his Bachelor’s Degree in Finance from Penn State University and his Master’s in Business Administration from Villanova University prior to earning his Certified Financial Planner (CFP®) designation.

At Waldron, Bob specializes in portfolio construction and investment selection, crafting uniquely customized portfolios for each of his clients.

Outside of the office, Bob resides in Conshohocken, PA and enjoys spending time with his wife, Stephanie and children, Nicolas and Mia.

Spencer focuses on generating new planning ideas that best serve the client.

He joined Waldron in the summer of 2022, right after graduating from Saint Vincent College with a degree in Finance and Mathematics.

At Waldron, Spencer works on various tasks in the Planning Department that directly support his team members in serving clients. He is mainly responsible for crafting client deliverables, creating financial projections, and researching the latest trends and strategies in financial services.

Outside of the office, Spencer enjoys golfing and working on his car and is an avid fan of Pittsburgh professional sports teams. He resides in Pittsburgh.

Brent serves as an Investment Analyst and works on a variety of investment tasks that contribute to the efficiency and effectiveness of the team. He earned a Business Administration degree with a dual concentration in Finance and International Business.

Prior to officially joining the Waldron team, he served as a Business Development and Investments intern. At Waldron, Brent specializes in drafting monthly client reports, recommending trades for client portfolios, and analyzing incoming clients’ managed asset allocations.

Outside of the office, Brent enjoys spending his time outdoors with activities such as kayaking, golfing, and playing lacrosse. He is an avid sports fan of many professional teams, especially the Philadelphia Eagles.

Aidan is a Wealth Planning Associate specializing in creating detailed financial planning deliverables, including trust summaries, cash flow projections, net worth statements, and much more.

Aidan joined Waldron in 2023 as Wealth Planning Intern, located in our Pittsburgh office. During Aidan’s internship, he was also attending La Roche University where he graduated with his Bachelor’s in Finance and Management in May of 2024. Soon after, he started full-time in our Philadelphia office where he is working towards advanced certification in financial planning.

In Aidan’s spare time he enjoys playing golf with his friends and spending time with his family.

Kaleigh joined Waldron in 2022 as a member of the Planning Team.

For more than 5 years, Kaleigh has been helping entrepreneurs and their families simplify their financial lives. She earned a Finance degree from Temple University, and prior to joining the Waldron team, she served as an independent Financial Advisor. Kaleigh passed the CFP® exam in 2020 and is a CERTIFIED FINANCIAL PLANNER™ Professional.

At Waldron, Kaleigh works on a multitude of tasks relating to tax planning, estate planning, cash flows, charitable giving, and risk management.

Outside of the office, Kaleigh enjoys music, movies, and staying active outdoors with her two dogs, Rocky and Rambo.

Wade is an Senior Investment Analyst and assists with client portfolio construction and fund due diligence.

Before beginning his career at Waldron, Wade held several internship positions in the financial planning field. Wade graduated from Saint Vincent College with a Bachelor’s degree in Finance and Mathematics and minors in Accounting and Economics. He is a CFA Charterholder and an active member in the CFA Society of Pittsburgh.

At Waldron, Wade specializes in portfolio analysis and reporting, public and private markets due diligence and various internal trading functions.

Outside of the office, Wade enjoys fly fishing, playing sports and spending time with family and friends. He resides in Scott Township.

Brett is a Managing Director and Wealth Consultant, responsible for growing the firm’s presence in the Mid-Atlantic markets.

Brett has 30 years of experience in the Wealth Advisory and Investment Management industry working on complex financial and wealth management strategies designed specifically to help simplify the lives of ultra-affluent individuals and families, business owners, families of multigenerational wealth, and corporate executives.

After earning his Bachelor of Arts Degree in Economics from the University of Texas in Austin, Brett began his financial services career in which he served in several regional and national leadership roles at Northern Trust’s Wealth Management Group. Most recently, Brett was a Senior Vice President and Regional Executive directly responsible for building their private wealth business in the Mid-Atlantic States. 

Brett has a deep understanding of the financial challenges impacting wealthy families today when experiencing a major liquidity event, working through family/business succession plans, executing on multi-generational wealth transfer strategies, navigating retirement decisions for corporate executive, and helping invest his client’s wealth to meet their unique preferences, goals & objectives for their lifetime and future generations. At Waldron, Brett specializes in providing sophisticated financial and investment planning advice as well as for building long-term relationships with clients.

Brett joined Waldron to pursue his entrepreneurial instincts and be able to bring a unique wealth management approach of integrating an “independent” investment management service into the complex financial, tax, and family lives of his clientele. Brett prioritizes the importance of full transparency and educating his clients so they can make a well-informed decision, knowing the financial services industry has been traditionally opaque to most investors.

Brett believes community engagement is a priority. He serves as Trustee, Audit Committee Chair and Executive Committee member for Hillwood Estate, Museum & Gardens in DC and served as Advisory Board member, Finance Chair and Executive Committee member of the Virginia Funders Network (“VFN”), a statewide association of more than 100 philanthropic organizations. Over a career of giving back, Brett has actively served on nonprofit boards and in leadership positions on the Sarasota County Arts Council, Human Advisory Services Council, The Out-of-Door College Preparatory Academy and the Church of the Palms.

Brett is an avid outdoorsman enjoying snow skiing, hiking, golfing, running, cycling and sailing. He thoroughly enjoys traveling abroad with his family and friends.

Kevin provides comprehensive wealth planning services for high-net-worth individuals and families. For more than 25 years, he has been helping entrepreneurs and their families simplify their financial lives.

Kevin earned an Accounting and Business Management degree from Geneva College. Prior to joining the Waldron team, he served as a stockbroker and as an independent financial planner with American Express Financial Advisors. He has proven to be a lifelong learner by becoming a Behavior Financial Advisor from Kaplan University, a Certified Divorce Financial Analyst from The Institute for Divorce Financial Analysts, and a CERTIFIED FINANCIAL PLANNER™ by passing the CFP® Board.

At Waldron, Kevin specializes in providing comprehensive wealth planning for our clients through customized and integrated trust, estate, and multigenerational strategies. He enjoys building long-term relationships with clients through wealth management.

Outside of the office, Kevin enjoys watching football and officiates at various levels. Kevin resides in South Fayette, PA with his family and dog, Ozzy.

Samantha is an advisor to high-net-worth individuals and families, working to help them simplify financial complexity, preserve wealth, and achieve lasting goals. As a CERTIFIED FINANCIAL PLANNER™ (CFP®),Certified Divorce Financial Analyst® (CDFA®), and Whole Family Advisor® Associate (WFAA), she brings a deep skillset in estate planning, tax strategy, business succession, and investment management, she brings a deep skillset in estate planning, tax strategy, business succession, and investment management.

With a bachelor’s degree in finance from the University of Pittsburgh and a background that includes advisory roles at Raymond James and Goldman Sachs, Samantha developed a strategic approach to wealth management. Her work emphasizes thoughtful planning tailored to her clients’ unique circumstances.

Samantha serves as President of the Future Corporate Leaders board of the Pittsburgh Chapter of the Association for Corporate Growth (ACG) and is an active member of the University of Pittsburgh’s Institute for Entrepreneurial Excellence. She also co-hosts the Wealth Simplified podcast, where she breaks down complex financial topics to make them more accessible and actionable.

Samantha comes from a large Italian family and finds the greatest joy in sharing meals and meaningful conversations around the table. She resides in Oakdale, PA with her husband, Brady, their son, Quinn, and their loyal German Shepherd, Nala. In her free time, she enjoys working out, exploring Pittsburgh, and making memories with her three sisters.

Jonathan Tobal is a data-driven growth marketer at Waldron Private Wealth. He works closely with the rest of the Business Development team to help support the overall growth of Waldron.

For more than 8 years, Jonathan has held various marketing roles throughout tech startups, ecommerce retailers, and financial services companies. After earning his Finance degree at Duquesne University, Jonathan started as a financial sales consultant at a large regional bank before transitioning to the marketing world.

At Waldron, Jonathan specializes in the strategic management of the digital marketing campaigns to increase brand awareness and client acquisition.

Outside of the office, Jonathan specializes in the strategic management of smoking ribs. Jonathan resides in the South Hills of Pittsburgh with his wife and children.

Nick is a Senior Planning Analyst, helping clients understand their estate plan, maximize retirement potential, and prepare their families for the next steps in their legacy plan.  
Nick has been working with families to help simplify their wealth since graduating from Central Michigan University in 2019 with a B.S.B.A focused on Personal Financial Planning. Prior to joining the Waldron team in the beginning of 2023, Nick passed his CERTIFIED FINANCIAL PLANNER™ exam and developed his professional career at a local firm in Ann Arbor, MI.  

At Waldron, Nick works in our Detroit office on a multitude of planning-oriented tasks, where he continues to build specialized skills related to estate, tax, and retirement planning.  

Outside of the office, Nick enjoys cooking, working out, and sporting clay shooting.