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Benjamin M. Greenfeld, CFP®

Partner and Chief Investment Officer
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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.

Education & Certifications
B.S. Business Administration, Duquesne University
C.F.P. Professional Education Program, College for Financial Planning
CERTIFIED FINANCIAL PLANNER™ Professional

Featured in The News

COVID-19: Weekly Market Update 3/17/2020

Mar, 2020  |  Benjamin M. Greenfeld, CFP®  |  Blog

We wanted to pass along an update on the quickly changing news over the weekend and the implications to financial markets/economy.  It is important to recognize that the current market and economic conditions are event driven vs. technical driven as we saw in 2008.  The plumbing in the financial markets continues to be fully functioning […]

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