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Ann Dugan Family Enterprise Services
Ann Dugan

Ann Dugan

Family Enterprise Services
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Ann Dugan 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 University of Pittsburgh Katz Graduate School of Business, the Institute for Entrepreneurial Excellence (IEE) provides education and experiential learning opportunities to regional family businesses. She was an early innovator in understanding the power of knowledge, research, and entrepreneurship in building enterprising family capacity and sustainability 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 awardsincluding the 2009                            Ernst & Young Regional Entrepreneur of the Year Award.  

Her fervent belief is that both the family and the business can thrive with active learning, family honesty, good communication, and appropriate and inclusive governance. Many of the most successful business owning families give Ann and her Institute credit for their family’s health and wellbeing today, while also having made timely and good decisions for the future of their business. Her approach has never been cookie cutter but gained through experience and appreciation of being a 4th generation member of a business owning family. Cohesive process is realized once the family builds understanding of their common values and vision for the future as each family is unique in their own way. Appreciating the family where they are today is the foundation of Ann’s advisory services as she has dedicated her professional career to assisting many of the world’s most substantial family enterprises and family offices as they strive to achieve long-term sustainability and multigenerational success. 

Post university, Ann focused her work on assisting families, providing vision and structure to thrive as an enterprising family, a philanthropic family and a family office, as appropriate. In this capacity, Ann‘s experience included serving 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 until 2020, when she formed an exclusive partnership with Waldron Private Wealth in Western Pennsylvania. 

Ann Dugan is very active in community service and serves on the board of several public and private organizations.  Currently, Ann sits on the Board of Trustees of the National Philanthropic Trust, a worldwide leader in donor advised funds under management. 

Education & Certifications B.S.B.A., Economics, University of Pittsburgh

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Mark Smith
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Jacob Vranish

Jacob Vranish

Client Service Specialist
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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.

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Nick Colaizzi

Nick Colaizzo

Investment Analyst
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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.

Education & Certificates
B.S. Business Administration, Robert Morris University
Certificate in Financial Planning, University of Georgia, Terry College of Business

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Samantha Spitzer, CFP®

Samantha Spitzer, CFP®

Senior Wealth Planning Analyst
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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.

Education & Certificates
B.S.B.A. in Finance, University of Pittsburgh
CERTIFIED FINANCIAL PLANNER® professional

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Ann Kenny
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John C. Stubbs, CFP®

John C. Stubbs, CFP®

Wealth Planning Specialist
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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.

Education & Certificates
B.S. in Finance, University of Pittsburgh at Johnstown
Pennsylvania Bankers Association Trust School program
American Bankers Association National Graduate Trust School at Northwestern University
CERTIFIED FINANCIAL PLANNER™ Professional

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Courtney Sukitch

Courtney Sukitch

Operations Analyst
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Courtney implements improvements for the overall operational efficiency of the firm. This entails assisting in the design and execution of critical policies and procedures; aiding employees with technical products and services; and developing plans for communication, training and other operations projects.

Courtney joined Waldron in 2019. Previously, Courtney worked as a Client Service Administrator at Ayco, a Goldman Sachs company. Courtney is a true Pittsburgh native. She grew up in the South Hills suburbs and graduated with honors from the University of Pittsburgh. When she’s not lending a helping hand at Waldron, you can find her skiing down the slopes at Seven Springs or exploring downtown Pittsburgh.

Education & Certificates
B.A. in Social Sciences, University of Pittsburgh 
Certificate in Corporate and Community Communications

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Lynne Schultz

Lynne Schultz

Business Development
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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.

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Nathaniel Ecoff, CFA

Nathaniel Ecoff, CFA

Director – Investments
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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.

Education & Certificates
B.S. Finance, Pennsylvania State University
Chartered Financial Analyst

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