Each member of the diversely talented team at Waldron leverages his or her own specific areas of expertise and experience to help our clients achieve their long term goals.

Our team members are what make our firm so unique, and in an effort to help you get to know our team a little better, from a professional and personal standpoint, we’re publishing a series of Team Member Spotlights.

This quarter, we turn the Spotlight on Andrew De Silva, Strategic Development Officer. Andrew focuses on strategic client development, leveraging Waldron’s extensive network of partners to lead the firm’s key growth efforts. In collaboration with the extended Waldron team, Andrew interacts with clients identified through this channel on a more personalized level, ensuring positive outcomes for both clients and partners. Andrew also plays an integral role in developing relationships by guiding potential clients through the GAP Process.

Why did you join Waldron? I became a CPA because of the influence of my best friend’s dad who owned his own CPA firm, but I have always had an interest in the financial markets. When I was in 5th Grade, Junior Achievement offered a program at my school to educate us about finance and the stock market. Part of the program was a mock stock competition. I did pretty well in the competition and realized that I really liked everything I was learning about investing and finance in general. That early interest in the financial markets, coupled with being a CPA and the love of working with people drove me to Waldron Private Wealth. In a world where many of the people in financial services are pushing products due to the associated fees, it is refreshing to work for a firm like Waldron that is free of the conflicts of interest that scare many consumers away from the wealth management space.

What is the best advice you have ever received? There is so much good advice that I have received over the years, this a hard one, but I would have to say, “Treat people the way you want to be treated” – my father.

If you could have dinner with anyone, who would it be? I would pick two: Michael Jordan and Warren Buffett. Michael Jordan, because I have always admired his competitive spirit and drive – most people don’t know it, but Jordan was cut from his high school basketball team as a sophomore. And Warren Buffett, because you have to love a guy who is worth $46 Billion and still lives in the same house he bought 50 years ago for $31K.

What is something people would be surprised to learn about you? I am the first person in my immediate family to be born in the United States. My sister was born in Tanzania, and she, along with parents, immigrated to the United States in 1977.

What is the next item you plan to knock off your bucket list? A trip to Portugal with my parents. Although my parents grew up in East Africa, my ancestry traces back to Portugal.

Matthew Helfrich, CFP®

Partner and President

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