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William R. Winkeler, Jr., CFA, CFP®

Director – Investments
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Bill is focused on performing investment manager due diligence, implementing asset allocation strategies and working with Wealth Counselors to develop investment strategies. He joined Waldron from RBC Wealth Management, where he was an investment analyst, and has previously worked at UBS Financial Services in a similar capacity. Bill and his wife, Emilie, reside in Pittsburgh. Bill is an avid fan of University of Pittsburgh football/basketball and English Premier League soccer.

Education & Certifications
B.S. Finance, University of Pittsburgh
Chartered Financial Analyst
CERTIFIED FINANCIAL PLANNER™ Professional

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