What departments does Waldron Private Wealth have?

Waldron Private Wealth has employees across 8 departments including Finance, Administrative, Human Resources, Consultant, Operations.

What is the largest department at Waldron Private Wealth?

The largest department at Waldron Private Wealth is Analytics with 4 employees.

Where are Waldron Private Wealth employees located globally?

Waldron Private Wealth has employees across 3 continents and 3 countries including India, Hungary, United States Of America.

How has Waldron Private Wealth's team size changed over time?

Waldron Private Wealth's team has decreased from approximately 85 to 81 employees based on available data.

Waldron Private Wealth Employee Directory

Q: Who are Waldron Private Wealth's key employees and leadership?

Waldron Private Wealth's key employees include: Founder & Ceo: J. W., Chief Compliance Officer: M. K., Chief Investment Officer: B. G. C..

Financial ServicesPennsylvania, United States51-200 Employees

Waldron Private Wealth is a boutique financial services firm that advises a selective group of individuals, families, and family offices. The firm limits engagements to provide deeper, more focused guidance as it helps clients simplify the complexities of substantial wealth. Its advisory approach seeks a comprehensive view of a client's finances, showing how taxes, trusts, income types, and distribution timing influence one another.

For each engagement, the firm assembles a team of specialists with experience across relevant financial disciplines tailored to the client's circumstances. Its professionals hold credentials such as Certified Financial Planner, CPA, Chartered Financial Analyst, Certified Divorce Financial Analyst, and graduates of the Institute for Preparing Heirs. Based in Bridgeville, Pennsylvania, Waldron Private Wealth operates within the financial services sector to provide specialized wealth-management guidance.

Waldron Private Wealth Global Highlights

North America
137

United States Of America
137

Asia
1

India
1

Europe
1

Hungary
1

Waldron Private Wealth's Leadership

M. K.
Chief Compliance Officer
Mobile Phone
Email
B. G. C.
Chief Investment Officer
Mobile Phone
Email
J. W.
Founder & Ceo
Mobile Phone
Email
B. W.
Partner And Managing Director
Mobile Phone
Email
B. G.
Partner & Chief Investment Officer
Mobile Phone
Email
C. R.
Partner And Chief Planning Officer
Mobile Phone
Email
M. K.
Partner And Head Of Wealth Advisory
Mobile Phone
Email
A. S.
Partner And Managing Director - Wealth Planning
Mobile Phone
Email

Waldron Private Wealth Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Business Development
Support
Accounting
Other
Legal

Contact profiles from Waldron Private Wealth

Name

Title

Contact Info

Location

Last Update

B. W.
Partner And Managing Director
Mobile Phone
Email
United StatesPennsylvania
Feb 12, 2026
B. G.
Partner & Chief Investment Officer
Mobile Phone
Email
United StatesPennsylvania
Apr 14, 2026
C. R.
Partner And Chief Planning Officer
Mobile Phone
Email
United StatesPennsylvania
Dec 12, 2025
M. K.
Partner And Head Of Wealth Advisory
Mobile Phone
Email
United StatesPennsylvania
May 28, 2024
A. S.
Partner And Managing Director - Wealth Planning
Mobile Phone
Email
United StatesPennsylvania
Feb 11, 2026
J. P.
Partner & Managing Director - Family Office Services
Mobile Phone
Email
United StatesPennsylvania
Mar 19, 2025
E. V.
Partner
Mobile Phone
Email
United StatesPennsylvania
Apr 13, 2026
M. K.
Chief Compliance Officer
Mobile Phone
Email
United StatesPennsylvania
Feb 27, 2024
J. W.
Founder & Ceo
Mobile Phone
Email
United StatesPennsylvania
May 30, 2026
D. B.
Family Office Services - Personal Cfo Services
Mobile Phone
Email
United StatesPennsylvania
Apr 16, 2026

Frequently Asked Questions

What is Waldron Private Wealth known for?

Waldron Private Wealth was founded in 1995 operates in the Financial Services industry. The company's main headquarters is located in 44 Abele Road Suite 400 Bridgeville, Pennsylvania 15017 United States; you can contact the main corporate office by phone at

+1-412-221-****

. Explore Waldron Private Wealth's company overview page for more information.

What is Waldron Private Wealth's most common email format?

Waldron Private Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Waldron Private Wealth email formats with LeadIQ.

How many employees does Waldron Private Wealth have currently?

Waldron Private Wealth has approximately 86 employees as of May 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Waldron Private Wealth's key employees and leadership?

As of May 2026, Waldron Private Wealth's key employees include:

Chief Compliance Officer: M. K.
Chief Investment Officer: B. G. C.
Founder & Ceo: J. W.
Partner And Managing Director: B. W.
Partner & Chief Investment Officer: B. G.

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Waldron Private Wealth Employee Directory

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