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Meet Our Team

To unravel the complexities of your wealth, every Waldron client team has, at minimum, a wealth counselor, an investment specialist, a dedicated client service specialist and a planning specialist. Working together to unearth the effects of every decision across the spectrum of your finances, the financial advisors at Waldron Private Wealth never hesitate to call on the expertise of additional team members.

best financial advisor in Pennsylvania

John Waldron

CEO & Founder

Matthew Helfrich, CFP®

Matthew Helfrich, CFP®

President

Michael Krol, CFP, CPA

Michael Krol, CFP®, CPA

Head of Wealth Advisory

Benjamin M. Greenfeld, CFP®

Chief Investment Officer

Robert H. Wyche

Managing Director

Chris Roe, CPA/PFS

Chris J. Roe, CPA/PFS

Managing Director

Casey Robinson, CFP®

Managing Director

Sunny Erdman

Senior Wealth Advisor

Eric Vogt, CFP®

Wealth Advisor

Kevin Searfoss, CFP®, CDFA

Senior Wealth Advisor

Lara Dalton, Certified Financial Planner

Lara Dalton, CFP®

Wealth Advisor

Joseph Palmieri, Chartered Financial Analyst

Joseph Palmieri, CFA

Director - Investments

William R. Winkeler, Jr., CFA, CFP®

Director - Investments

Nathaniel Ecoff, CFA

Director - Investments

joseph maker

Joseph M. Maker, CPA, CFP®

Director - Wealth Planning

Ali Swart, CFP®

Director - Wealth Planning

garrett grey cfp

Garrett Frey, CFP®

Senior Investment Analyst

chase d conti CFP

Chase D. Conti, CFP®

Senior Investment Analyst

Christopher Horan, CFP®

Senior Wealth Planning Analyst

John C. Stubbs, CFP®

Wealth Planning Specialist

Bryan P. Waldron, CFP®

Wealth Planning Analyst

Shea A. Waldron

Wealth Planning Analyst

Michael J. Waldron

Associate

William A. Groom

Associate

Lynne Schultz

Business Development

Oliver Cohen

Business Development

Melissa Lamb

Team Lead - Client Service

Chad Cornish

Team Lead - Client Service

Chris Keller

Client Service Specialist

Carrie Ahr

Client Service Specialist

Paula Famularo

Client Service Specialist

Courtney Joyce

Operations Analyst

Valerie Vincent

Client Service Specialist

Meranda Ault

Client Service Specialist

Ryan Fortier

Chief Operating Officer

Yue Chu

Technology Strategist

Patricia Schlereth

Manager of Impressions

darcie biancini

Darcie Biancini

Operations Specialist

Margaret Mandella

Executive Assistant

Thomas Jakiel

Operations Coordinator

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