John J. Waldron

CEO & Founder

John can simplify your wealth

John J. Waldron photo

John is the Founder and CEO of Waldron Private Wealth, leading our organization’s mission to simplify the complexities of wealth in our clients’ lives.

He has been helping entrepreneurs find their way for more than 40 years, whether in evolving their businesses, managing their assets, or transitioning to retirement. After graduation from Robert Morris University in 1982, he began a public accounting career at Price Waterhouse in Miami, focusing on tax and financial planning for privately held companies and their owners, as well as domestic and international trust planning, and business consulting.

John left Price Waterhouse to join Deloitte in Pittsburgh in 1986. With Deloitte, he continued his domestic and international tax work for business owners and was part of a 14-person national executive financial planning practice. In that capacity, he managed the financial planning and investment affairs for many of the top executives and board members of the world’s largest audit and tax clients, as well as owners of closely held businesses.

In 1990, John left his career in public accounting to pursue his entrepreneurial instincts and create a unique wealth management practice integrating an “independent” investment management service into the complex financial, tax, and family lives of his clientele. In 1995, he founded Waldron Private Wealth, a new type of wealth management firm, built specifically to serve the unique needs of business owners, families of multigenerational wealth, and corporate executives.

Since then, John has led Waldron to national ranking recognition, including being named the #1 Wealth Advisor in Pennsylvania in Forbes 2019 “Best in State” rankings and being one of only 12 firms nationwide ranking in Barron’s “Top 100 Independent Financial Advisors” each of the 13 years the rankings have been published.

For more information on these awards, please click here.

Wealth is like many other things in life: If you control it, then it can enhance your experience and bring joy, but if you allow it to control you, it can be dangerous.

Back to the Team

Simplify Your Wealth

We believe the most successful wealth strategies are achieved through the collaboration of a team of individuals. Learn how our integrated, coordinated approach can simplify your wealth.

John Specializes In...

Business Owner Advisory Services

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John's teammates

Matthew Helfrich, CFP® photo

Matthew Helfrich, CFP®

Partner & President

Michael Krol, CFP®, CPA photo

Michael Krol, CFP®, CPA

Partner & Head of Wealth Advisory

Benjamin M. Greenfeld, CFP® photo

Benjamin M. Greenfeld, CFP®

Partner & Chief Investment Officer

Robert H. Wyche, ATFA photo

Robert H. Wyche, ATFA

Partner & Managing Director

Casey Robinson, CFP® photo

Casey Robinson, CFP®

Partner & Chief Planning Officer

Joseph Palmieri, CFA photo

Joseph Palmieri, CFA

Partner & Managing Director - Family Office Services

Ali Swart, CFP® photo

Ali Swart, CFP®

Partner & Managing Director - Wealth Planning

Eric Vogt, CFP® photo

Eric Vogt, CFP®

Partner & Senior Wealth Strategist

Darcie Biancini photo

Darcie Biancini

Bill Pay Specialist - Family Office Services

Nick Colaizzi, CFP® photo

Nick Colaizzi, CFP®

Strategist - Investments

Chase D. Conti, CFP®, CAIA®, AWMA® photo

Chase D. Conti, CFP®, CAIA®, AWMA®

Director - Investments

Patrick Cortazzo, CFP®, ChFC®, CSLP® photo

Patrick Cortazzo, CFP®, ChFC®, CSLP®

Wealth Planning Analyst

Madison Daggett photo

Madison Daggett

Investment Analyst

Ann Dugan photo

Ann Dugan

Family Enterprise Services

Nathaniel Ecoff, CFA photo

Nathaniel Ecoff, CFA

Managing Director - Investments

Patrick Ellsworth, CFA photo

Patrick Ellsworth, CFA

Strategist - Investments

Andrew Feldmann photo

Andrew Feldmann

Team Lead – Business Development

Nathan Freshwater, CFP® photo

Nathan Freshwater, CFP®

Wealth Planning Analyst

William A. Groom, CFP® photo

William A. Groom, CFP®

Strategist - Wealth Planning

Alex Hendrickson, CFP® photo

Alex Hendrickson, CFP®

Strategist - Investments

Chris Keller, CFP® photo

Chris Keller, CFP®

Team Lead - Client Service

Nicholas Koury, MBA, CFP® photo

Nicholas Koury, MBA, CFP®

Wealth Planning Analyst

Jack Knapton, CFP® photo

Jack Knapton, CFP®

Senior Analyst - Wealth Planning

Andrew Kuzemchak photo

Andrew Kuzemchak

Investment Associate

Spencer McKee photo

Spencer McKee

Wealth Planning Associate

Brent Meilinger photo

Brent Meilinger

Investment Associate

Renee Mendelssohn, JD photo

Renee Mendelssohn, JD

Wealth Consultant

Kaleigh Price, CFP® photo

Kaleigh Price, CFP®

Wealth Planning Analyst

Bobby Pryhocki photo

Bobby Pryhocki

Investment Associate

Wade Rashilla photo

Wade Rashilla

Investment Analyst

Lynne Schultz photo

Lynne Schultz

Business Development Specialist

Kevin Searfoss, CFP®, CDFA®, BFA™ photo

Kevin Searfoss, CFP®, CDFA®, BFA™

Senior Wealth Strategist

Samantha Spitzer Sheetz, CFP®, CDFA® photo

Samantha Spitzer Sheetz, CFP®, CDFA®

Director - Wealth Planning

Jonathan Tobal photo

Jonathan Tobal

Business Development Specialist – Marketing

Nick Urban, CFP®, RFC®  photo

Nick Urban, CFP®, RFC® 

Wealth Planning Analyst

Sarah Veverka photo

Sarah Veverka

Investment Associate

Bryan P. Waldron, CFP® photo

Bryan P. Waldron, CFP®

Director - Wealth Planning

Michael J. Waldron, CTFA photo

Michael J. Waldron, CTFA

Senior Analyst - Wealth Planning

Shea A. Waldron, CAP® photo

Shea A. Waldron, CAP®

Strategist - Family Office Services

Lindsay Wilcox, CFP®, CHFC® photo

Lindsay Wilcox, CFP®, CHFC®

Director- Wealth Planning

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