Joe focuses on the design of customized portfolios and managing due diligence. He meets with clients to develop and monitor investment strategies structured for their individual needs. He has a strong background in fixed income markets, and works closely with the Wealth Planning team to develop integrated wealth solutions that support client goals. Joe came to Waldron from PNC Wealth Management where he was a VP and an investment officer. Prior to PNC, Joe was a portfolio manager at JKMilne Asset Management where he managed large institutional clients’ fixed income assets. Joe resides in the South Hills of Pittsburgh with his wife Laura and their daughter Alice. He enjoys spending time outdoors running and biking.
Education & Certifications
MBA Duquesne University, B.S. Business Administration University of Delaware
Chartered Financial Analyst
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