Michael heads Waldron’s Wealth Advisory Team, focusing on the personnel and client offering that has helped Waldron earn national recognition and accolades, including ranking #42 on Forbes list of “Top Wealth Advisors” in 2018 and the PAM Award for “Best Private Wealth Manager–Client Service–Under $5 billion” in 2016. He has been a driving force for the firm’s growth while maintaining focus on his goal of 100% client retention.
Michael has spoken at wealth management conferences and on university campuses, and is a frequent contributor to industry publications, including The Wall Street Journal, Worth Magazine, The Journal of Financial Planning® and Wealth Manager Magazine. With a background in public accounting at Ernst and Young, Michael is a licensed Continuing Education Provider for Certified Public Accountants.
He lives in Pittsburgh, with his wife, Erin and their two children.
Education & Certifications
B.S.B.A. with majors in Accounting and Information Technology, Duquesne University
CERTIFIED FINANCIAL PLANNER™ Professional
Professional Licensed Certified Public Accountant
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May, 2019 | White Paper