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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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Christopher Horan, CFP®

Christopher Horan, CFP®

Director – Wealth Planning
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Chris joined Waldron in 2019 as a member of the wealth planning team. Chris works closely with our financial advisors and the investment department to develop integrated solutions to simplify our clients’ financial lives. His primary areas of focus include estate planning, charitable planning, tax planning and risk management. Prior to joining Waldron, Chris worked at McKinley Carter Wealth Services and Strategic Wealth Partners, serving as an advisor to mass affluent families helping them accomplish their financial goals.

Chris is a member of The Pittsburgh Foundation’s Young Professional Advisors Committee and Treasurer for the Fleece Connection, a local nonprofit benefitting veterans. He enjoys open-wheel auto racing, hockey, and staying active outdoors.

Education & Certificates
B.B.A Ohio University in Finance and Marketing
CERTIFIED FINANCIAL PLANNER® Professional

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