Shea A. Waldron, CAP®

Wealth Planning Analyst

Shea joined the firm in 2015, and has been a valuable member of both the investment management and wealth planning teams. Currently, Shea is a wealth planner, and provides services across the numerous areas that impact our client’s financial lives, including investment management, income tax planning, estate planning, cash flow planning, charitable planning, risk and liability management and multigenerational wealth planning. Prior to joining Waldron, Shea worked in the Family Office Services Department of Fidelity Investments, where he participated in trading and investing for Single Family Offices, Multi-Family Offices, and ultra-high net worth clients. Shea also had past experience at a major Wall Street firm. Shea enjoys playing all sports, especially hockey, golf and tennis.

Education & Certifications
B.S. Accounting, Pennsylvania State University
CAP® Chartered Advisor in Philanthropy®

Featured in The News

Hall of