What departments does Waldron Private Wealth have?

Waldron Private Wealth has employees across 6 departments including Finance, Administrative, Analytics, Consultant, Business Development.

What is the largest department at Waldron Private Wealth?

The largest department at Waldron Private Wealth is Administrative with 3 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

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

B. G. C.
Chief Investment Officer
Mobile Phone
Email
R. W.
Partner And Managing Director
Mobile Phone
Email
D. C.
Vice President
Mobile Phone
Email
S. S.
Director - Wealth Planning
Mobile Phone
Email
P. S.
Office Manager
Mobile Phone
Email
R. B.
Senior Wealth Advisor
Mobile Phone
Email
S. W.
Wealth Planning Analyst
Mobile Phone
Email
S. K. C.
Wealth Planning Analyst
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. G. C.
Chief Investment Officer
Mobile Phone
Email
Oct 17, 2024
R. W.
Partner And Managing Director
Mobile Phone
Email
Oct 16, 2024
D. C.
Vice President
Mobile Phone
Email
Oct 22, 2024
S. S.
Director - Wealth Planning
Mobile Phone
Email
Oct 17, 2024
P. S.
Office Manager
Mobile Phone
Email
Oct 23, 2024
R. B.
Senior Wealth Advisor
Mobile Phone
Email
Oct 22, 2024
S. W.
Wealth Planning Analyst
Mobile Phone
Email
Jun 20, 2025
S. K. C.
Wealth Planning Analyst
Mobile Phone
Email
Jan 15, 2026
Z. G.
Wealth Consultant
Mobile Phone
Email
Mar 11, 2026
M. D.
Compliance Specialist
Mobile Phone
Email
Jun 29, 2026

Frequently Asked Questions

What is Waldron Private Wealth known for?

Waldron Private Wealth was founded in 1995 operates in the Financial Services industry; 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 85 employees as of July 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

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

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

Chief Investment Officer: B. G. C.
Partner And Managing Director: R. W.
Vice President: D. C.
Director - Wealth Planning: S. S.
Office Manager: P. S.

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Waldron Private Wealth Employee Directory

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