Benjamin M. Greenfeld, CFP®

Ben leads the strategy, vision and implementation of the investment department at Waldron Private Wealth and has been deeply involved in all aspects of our goal-based investment management approach since joining the firm in 2011.

As Chief Investment Officer, Ben oversees asset allocation and drives due diligence for the firm. He directs the investment team in conducting initial and ongoing due diligence of investment managers and subadvisors for all client portfolios. He also oversees the development of customized investment strategies for Waldron clients, ensuring that allocations are aligned with each client’s unique goals and scenarios. He works directly with families and their family offices to seamlessly integrate asset allocations within their overall planning strategy and provide comprehensive wealth advisory services. Prior to Waldron, Ben worked at Legend Financial Advisors, Inc. where he was an investment advisor and a research and investment specialist.

Ben is a member of the Duquesne University Investment Strategy Institute Advisory Council. Ben resides in Wexford with his wife, Jennifer, and their children, Adelyn, Logan and Nolan.