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Waldron Private Wealth
JR Raebiger has been hired as managing director and senior wealth advisor to lead and expand the firm’s operations in the Eastern Pennsylvania market. We recently sat down with JR to learn a little more about his background and him as a person.

Tell us a bit about your background in finance?

I started out on the fixed income side as a bond trader until eventually switching over to investments as a relationship manager at my last firm. I’ve been working in the ultra-high-net-worth space now for more than 15 years, managing the firm’s trusts and estates accounts.

What made you decide to take the position with Waldron?

When I met with Waldron, I loved everything about the team and the culture at the firm, but I especially respected their approach to client service. Waldron’s institutional talent and robust footprint in the wealth management space creates a recipe for a truly unparalleled client experience. Clients aren’t just clients; they’re partners. Waldron takes the time to understand their history, their dreams, and it’s through that understanding that new, personalized opportunities are discovered.

What excites you about the position with Waldron?

I’m excited to expand the firm’s presence in Philadelphia. I’ve been engrained in the community here for much of my life and have an established knowledge about the unique needs of higher-net-worth individuals and families in this region. I believe I can add a lot to the team and look forward to bringing the Waldron name over to the eastern side of the state.

What do you like to do in your free time?

I live an active life. I spend lots of time in hockey rinks supporting my two teenage boys. I love being outside and find excuses to spend as much time there as possible. From golfing to gardening, hiking, camping and shooting sports, if it is outdoors, I am in! I love to cook; traveling and experiences at new restaurants inspire me to prepare interesting things in my own kitchen.

What do you like most about the Philadelphia area?

In the Philly area I love the variety and quality of the restaurants. It just keeps getting better! Don’t forget the cheesesteaks. The location is great too. The proximity to New York and DC, a short drive to the seashore and mountains all make it easy to explore new and fun locations.

What is the best advice you’ve ever been given?

An early mentor taught me the importance of using people’s names in conversation. Often people feel unheard, unseen or unrecognized. Using their names in conversation or in a simple hello lets them know they are important, matter and mean something to you. I do my best to follow this concept whether seeing people I know, or meeting someone for the first time. To my Waldron co-workers, I will learn all of your names, I promise!

“There’s no sweeter sound to one’s ear than the sound of their name.”- Dale Carnegie

 

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