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.
Eductaion & Certificates
B.B.A Ohio University in Finance and Marketing
CERTIFIED FINANCIAL PLANNER™ Professional
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