Michael J. Waldron, CTFA

Wealth Planning Analyst

Michael joined Waldron in 2017 and is a Certified Trust and Financial Advisor. In his role as a Wealth Planning Analyst, he focuses on income tax planning, estate planning, cash flows, charitable giving, risk management, and family governance for high net worth individuals and families.

Michael is also the Coordinator of the Associate Team and oversees the internship program, as well as, mentorship of Associates.

He is a big fan of the Steelers and Penguins, and enjoyed playing lacrosse throughout college.

Education & Certifications
B.S. College of Business, Ohio University
CTFA Certified Trust and Financial Advisor

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