WALDRON PRIVATE WEALTH of BRIDGEVILLE, PA is an SEC-registered investment adviser (CRD 131063). Regulatory assets under management: $5.5B.
Compensation: % of AUM, Hourly, Fixed, Performance, Commissions.
Clients served: Individuals, High net worth, Charities, Investment cos, Other.
| Name | Role | Location |
|---|---|---|
| John Joseph Waldron | CEO, MANAGING MEMBER, AND CHAIRMAN OF THE BOARD OF MANAGERS; MANAGING MEMBER, CHAIRMAN OF THE BOARD OF MANAGERS; TRUSTEE AND BENEFICIARY | — |
| Matthew Alan Helfrich | CEO, MEMBER, AND BOARD OF MANAGERS MEMBER; MEMBER AND BOARD OF MANAGERS MEMBER | — |
| Benjamin Michael Greenfeld | CHIEF INVESTMENT OFFICER, MEMBER AND BOARD OF MANAGERS MEMBER; CHIEF INVESTMENT OFFICER, MEMBER, AND BOARD OF MANAGERS MEMBER | — |
| Robert H Wyche | MEMBER AND BOARD OF MANAGERS MEMBER | — |
| Ryan Fortier | MEMBER AND BOARD OF MANAGERS MEMBER | — |
| Michael Edward Krol | MEMBER | — |
| Mary Elizabeth Keegan | CHIEF COMPLIANCE OFFICER | — |
| Carmen Joseph Palmieri | MEMBER | — |
| KROL JOHN EDWARD | MEMBER | — |
| WALDRON JOHN JOSEPH | CEO, MANAGING MEMBER, AND CHAIRMAN OF THE BOARD OF MANAGERS; CHIEF EXECUTIVE OFFICER; MANAGING MEMBER AND CHAIRMAN OF THE BOARD OF MANAGERS (+1 more) | — |
| HELFRICH MATTHEW ALAN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER; CHIEF COMPLIANCE OFFICER, MEMBER AND BOARD OF MANAGERS MEMBER (+2 more) | — |
| GREENFELD BENJAMIN MICHAEL | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER, MEMBER AND BOARD OF MANAGERS MEMBER | — |
| WYCHE ROBERT H | MEMBER AND BOARD OF MANAGERS MEMBER | — |
| FORTIER RYAN | MEMBER AND BOARD OF MANAGERS MEMBER | — |
| Keegan Mary Elizabeth | CHIEF COMPLIANCE OFFICER | — |
| Robert H. Wyche | MEMBER AND BOARD OF MANAGERS MEMBER | — |