Jake provides operational and administrative assistance to the Client Service team members, other departments and directly to clients. Prior to Joining Waldron, Jake worked as a Supervisor of the call center at First National Bank of Pennsylvania. He also worked at BNY Mellon for 5 years as a senior representative in their Private Banking Concierge group where he gained extensive experience in the servicing and building of relationships with high net worth clientele.

Jake lives in Castle Shannon with his wife Alyssa and his son, Evander and their cat, Sheldon. They enjoy spending time at the Zoo, Kennywood and Children’s Museum. Jake is an avid Penguins fan and enjoys jogging and cycling.

Nick joined Waldron Private Wealth in 2016 as an intern, and has served in investment and planning roles within the associate team, before joining the investment team as an investment analyst. He assists the team by conducting trading activities, providing macroeconomic research, and focusing on the firm’s GAP process to gather, analyze and present customized investment strategies.

Outside of work, 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.

Samantha joined our planning team in 2019 and is a Senior Wealth Planning Analyst. She works closely with the planning and investment departments to develop and implement comprehensive and customized financial strategies to assist clients in the pursuit and attainment of their unique goals. Samantha is particularly interested in the complexity surrounding divorce and plans to pursue her CDFA® designation. Prior to Waldron, Samantha worked as a financial advisor for Raymond James Financial Services.

In her free time, Samantha enjoys Pittsburgh sports, yoga, hiking, and walking her German Shepherd.

Ann’s focus is on the production of Client Wealth Reports as well as providing operational and administrative support for our client service team. Prior to Waldron, Ann worked for BDO as a Central Region Scheduler for more than 10 years.

Ann resides in Baldwin with her husband Kevin and two girls. Ann’s favorite pastimes are camping, kayaking and spending time with her family and friends.

John joined Waldron Private Wealth as a senior member of the Wealth Planning team in 2019. He brings with him over 35 years of experience in personal trust administration and adds extraordinary depth to our family office and trust service offering. Previously, John served as Vice President at BNY Mellon Wealth Management, where he was a Senior Trust Administrator in the Pittsburgh office.

John lives with his wife in the North Hills of Pittsburgh and they have two adult children. He enjoys spending time with family and many outdoor activities.

Lynne is a key member of the Business Development Team specializing in event strategy and execution, relationship management and internal business development for our advisory staff. Lynne has over 30 years experience culltivating client and referral relationships in the financial services industry.   

Prior to joining Waldron, she spent 34 years at BNY Mellon where she was an Assistant Vice President and Sales Associate in their Private Wealth Management Group where she worked with the Sales Team on relationship building, events and transitioning new clients. 

Lynne resides in Moon Township and is an active member of many of the Italian American Groups in the Pittsburgh area.  She enjoys networking and spending time with her daughter, son and daughter-in-law along with her friends and extended family.

Nate is focused on developing customized investment portfolios which are seamlessly integrated into each client’s unique planning strategy. He works with clients to understand their personal financial situation and develops an investment strategy to help achieve their goals. Part of his responsibilities include investment manager due diligence, investment strategy due diligence and portfolio construction. He joined Waldron from Willis Towers Watson where he was an investment consultant working with institutional investors in a similar capacity.

Nate resides in the South Hills of Pittsburgh with his wife Nicci, daughter Blake, and their dog Zoe. He enjoys playing golf, cooking, and traveling.