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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

William R. Winkeler, Jr., CFA, CFP®

Managing Director

Sunny Erdman

Senior Wealth Advisor

Eric Vogt, CFP®

Senior Wealth Strategist

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

Nathaniel Ecoff, CFA

Director - Investments

garrett grey cfp

Garrett Frey, CFP®

Director - Investments

joseph maker

Joseph M. Maker, CPA, CFP®

Director - Wealth Planning

Ali Swart, CFP®

Director - Wealth Planning

Christopher Horan, CFP®

Director - Wealth Planning

Bryan P. Waldron, CFP®

Senior Wealth Planning Analyst

chase d conti CFP

Chase D. Conti, CFP®

Senior Investment Analyst

Samantha Spitzer, CFP®

Senior Wealth Planning Analyst

John C. Stubbs, CFP®

Wealth Planning Specialist

Shea A. Waldron, CAP®

Wealth Planning Analyst

Michael J. Waldron

Wealth Planning Analyst

William A. Groom, CFP®

Wealth Planning Analyst

Nick Colaizzi

Investment Analyst

Melissa Lamb

Team Lead - Client Service

Lynne Schultz

Business Development

Chad Cornish

Team Lead - Client Service

Chris Keller

Team Lead - Client Service

Carrie Ahr

Client Service Specialist

Jacob Vranish

Client Service Specialist

Ann Kenny

Client Service Specialist

Paula Famularo

Client Service Specialist

Valerie Vincent

Client Service Specialist

Meranda Resides

Client Service Specialist

Ryan Fortier

Chief Operating Officer

Patricia Schlereth

Manager of Impressions

Mark Smith

Controller

Courtney Sukitch

Operations Analyst

darcie biancini

Darcie Biancini

Operations Specialist

Yue Chu

Technology Strategist

Margaret Mandella

Executive Assistant

Thomas Jakiel

Interested in learning more about our team and services? Reach out and get in touch with one of our experts.

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