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Benjamin M. Greenfeld, CFP®

Partner and Chief Investment Officer
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Ben leads the strategy and implementation of the Waldron Investment Team, overseeing asset allocation, developing investment strategies for Waldron clients aligned with their unique goals and driving due diligence for investment managers.  He works closely with Waldron wealth advisors, and meets directly with clients to discuss any investment management issues they may have. Ben came to Waldron from Legend Financial Advisors, Inc. where he was an investment advisor and a research and investment specialist. Ben resides in Wexford with his wife, Jennifer, and their children, Adelyn and Logan. He enjoys spending time with family and going to the beach.

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 […]

Are you being unfaithful to your financial advisor?

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Top Pennsylvania wealth manager John Waldron
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Nov, 2017  |  Benjamin M. Greenfeld, CFP®  |  Recent News

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