Bryan joined the firm in 2015, and is a key member of the wealth planning team, where he provides support for our multi-disciplinary approach to wealth management. Bryan works across the many areas that impact our clients’ financial lives, including investment management, tax planning, estate planning, cash flow planning, charitable planning, risk management and family governance. Prior to joining Waldron, Bryan had past experience at a major Wall Street firm as well as in the Internal Wealth Service Departments of Fidelity Investments. Bryan is a devoted fan of Pittsburgh sports, and enjoys playing hockey, traveling, and all outdoor sports.
Education & Certifications B.S. Finance, Ohio University CERTIFIED FINANCIAL PLANNER™ Professional
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