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Matthew Helfrich, CFP®

Partner and President
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Matt leads Waldron’s strategic vision, brand and value proposition, and overall culture of the firm. Since 2002, Matt has served in a number of roles including: Chief Investment Strategist and Chief Investment Officer, where he was instrumental in creating and refining Waldron’s investment discipline. More recently Matt has been focusing on expanding our service offering across multiple generations of clients, and leveraging technology to enhance client experience.

Matt is in the media frequently and has appeared in The Wall Street Journal, Barron’s, Private Wealth Magazine, Wall Street Week, Forbes, and Smart Money. Matt is also a presenter at numerous industry events and association meetings where he speaks about mentoring client’s children, and running a company with team members of diverse age ranges in the financial services industry.

Matt has been involved in various boards and charitable programs including: past board member of Washington County Habitat for Humanity, member of the Duquesne University Certified Financial Planner Education Advisory Board, and Duquesne University Investment Center Advisory Board. In 2016 Duquesne University recognized Matt as their “Young Alumni of the Year.” Matt is an active member of Young President’s Organization, the Pittsburgh Venture Capital Association, TiE Pittsburgh, Pittsburgh Ballet Pointe in Time Gala Committee and several community organizations that promote the interests of school age kids. Matt lives with his wife and four kids in the North Hills of Pittsburgh.

Education & Certifications
B.S.B.A. with a major in Investment Management, Duquesne University
Executive Financial Planning, Duquesne University
Graduate School of Leadership and Professional Studies CERTIFIED FINANCIAL PLANNER™ Professional

Featured in The News

Kiplinger: To Prepare Your Heirs for Future Wealth, Don’t Hide the Truth

May, 2019  |  Matthew Helfrich, CFP  |  Recent News

Kiplinger: Is Your Insurance Hurting You Instead of Helping You?

Apr, 2019  |  Matthew Helfrich, CFP  |  Recent News

Sunday Business Page: How selling your business will impact your balance sheet

Apr, 2019  |  Matthew Helfrich, CFP  |  Recent News

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