Waldron Private Wealth

Robert Mainello is a CFP® professional with over 10 years of experience in the financial industry. He has worked at Waldron Private Wealth since 2022 and previously held roles at Wells Fargo Bank and SEI Investments. Outside of his advisory work, he owns a sports marketing business that arranges paid public appearances for professional athletes around the Philadelphia area. Waldron Private Wealth is a multi-team registered investment adviser serving individual and high-net-worth clients, as well as trusts, estates, retirement plans, and charitable organizations. The firm uses a strategic asset allocation approach with a diverse mix of investment vehicles, including alternative allocations and less-liquid strategies, supported by ongoing portfolio monitoring and rebalancing.

Eric Vogt is a CFP® professional with 18 years of experience in the financial advisory industry. He has been with Waldron Private Wealth since 2011. Vogt serves as a board member of the Estate Planning Council of Pittsburgh and is involved in angel investing through LOBO One LLC. Waldron Private Wealth is a multi-team registered investment adviser serving individual and high-net-worth clients, as well as trusts, estates, retirement plans, and charitable organizations. The firm employs a portfolio construction process based on strategic asset allocation and client behavior, utilizing a mix of mutual funds, ETFs, independent managers, and alternative investments, with ongoing monitoring and rebalancing.

Patrick Ellsworth is a CFA® charterholder with seven years of industry experience. He is currently with Waldron Private Wealth and has held prior roles at Purshe Kaplan Sterling Investments, HBKS Wealth Advisors, and The Vanguard Group. Outside of his advisory work, he is also a licensed insurance agent. Waldron Private Wealth is a multi-team registered investment adviser serving individual and high-net-worth clients, as well as trusts, estates, retirement plans, and charitable organizations. The firm employs a portfolio construction process centered on strategic asset allocation and client behavior, incorporating a range of investment vehicles and ongoing monitoring.

Kelly Costello is a financial advisor at Waldron Private Wealth with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Raymond James & Associates, Wells Fargo Clearing Services, and Wells Fargo Advisors. Costello is also a licensed insurance agent. Waldron Private Wealth is a multi-team registered investment adviser serving individual and high-net-worth clients, as well as trusts, estates, retirement plans, and charitable organizations. The firm offers portfolio management, financial planning, and consulting, employing a strategic asset allocation approach with a diverse mix of investment vehicles and ongoing portfolio monitoring.

Kevin Searfoss is a CFP® professional with 21 years of industry experience, currently serving at Waldron Private Wealth. He has been with the firm since 2002. Outside of his advisory role, he works as a football referee. Waldron Private Wealth is a multi-team registered investment adviser serving individual and high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm employs a portfolio construction process based on strategic asset allocation and client behavior, and offers both discretionary and non-discretionary portfolio management along with financial planning and consulting services.

Samantha Sheetz is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Waldron Private Wealth. Her career includes roles at Raymond James Financial Services and Summit Bank prior to joining Waldron. She is also licensed as an insurance agent, dedicating a small portion of her time to this activity. Waldron Private Wealth is a multi-team registered investment adviser serving individual and high-net-worth clients, as well as trusts, estates, retirement plans, and charitable organizations. The firm employs a portfolio construction process centered on strategic asset allocation and client behavior, utilizing a mix of mutual funds, ETFs, independent managers, and alternative allocations, with ongoing monitoring and rebalancing.

Benjamin Greenfeld is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Waldron Private Wealth since 2011. He holds Series 63 and Series 65 licenses. In addition to his advisory role, Greenfeld acts as co-trustee on client trusts. Waldron Private Wealth is a multi-team registered investment adviser managing approximately $4.5 billion in assets. The firm serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. Their investment approach includes strategic asset allocation with a diverse mix of funds and alternative investments, ongoing portfolio monitoring, and specialized advisory services such as insurance distribution and family governance.

Nathaniel Ecoff is a CFA® charterholder with eight years of industry experience. He has been with Waldron Private Wealth since 2019 and previously worked at Willis Towers Watson. Outside of his advisory role, he serves as an insurance agent and also provides expert technology consulting for AlphaSights. Waldron Private Wealth is a multi-team registered investment adviser serving individual and high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm employs a strategic asset allocation approach and offers a range of portfolio management and financial planning services, including advice on alternative investments and less-liquid vehicles.

Bryan Waldron is a CFP® professional with eight years of experience at Waldron Private Wealth, where he has worked since 2015. He serves as a trustee for a limited number of clients, managing trusts for their benefit. Waldron Private Wealth is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm employs a strategic asset allocation approach, incorporating a range of investment vehicles and ongoing portfolio monitoring, while also advising on less-liquid investments and offering family governance and wealth counseling services.

Spencer Mc Kee is a CFP® professional with two years of experience currently serving as a financial advisor at Waldron Private Wealth. His prior work includes roles at Somerset Trust Company and Walmart, as well as various positions during his college years. Waldron Private Wealth is a multi-team registered investment adviser managing approximately $4.5 billion in assets for individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm employs a portfolio construction process focused on strategic asset allocation and client behavior, incorporating a range of investment vehicles and offering both discretionary and non-discretionary management.

Stephen Kajmo is a CFP® professional currently with Waldron Private Wealth in Bridgeville, PA. He has experience at Hirtle Callaghan & Co, Financial Independence Planning, LLC, and Ascensus. His career includes roles across financial services and public sector organizations. Waldron Private Wealth is a multi-team registered investment adviser serving individual and high-net-worth clients, as well as trusts, estates, retirement plans, and charitable organizations. The firm employs a strategic asset allocation approach with a diverse mix of investment vehicles and also provides advisory services for less-liquid assets and family governance.

Chase Conti is a CFP® with 12 years of experience at Waldron Private Wealth, where he has worked since 2013 in various roles. He holds a Series 65 license and is also a licensed insurance agent. Waldron Private Wealth is a multi-team registered investment adviser serving individual and high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm employs a portfolio construction process focused on strategic asset allocation and client behavior, utilizing a range of investment vehicles and ongoing monitoring, while also providing specialized advisory services including insurance distribution and family governance.

Christopher Petzold is a financial advisor with Waldron Private Wealth, holding Series 65 and Series 66 credentials and three years of industry experience. His prior roles include positions at LeafHouse Financial Advisors and CIG Capital Advisors. Waldron Private Wealth is a multi-team registered investment adviser serving individual and high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm employs a portfolio construction process focused on strategic asset allocation and client behavior, utilizing a range of investment vehicles including mutual funds, ETFs, alternative allocations, and less-liquid strategies.

Wade Rashilla is a CFP®, CFA®, and Series 65 credentialed advisor at Waldron Private Wealth with three years of industry experience. He has been with Waldron Private Wealth since 2022, following a brief tenure at Fort Pitt Capital Group and prior roles in education and entertainment management. Waldron Private Wealth is a multi-team registered investment adviser serving individual and high-net-worth clients, as well as trusts, estates, retirement plans, and charitable organizations. The firm employs a portfolio construction process centered on strategic asset allocation and client behavior, utilizing a variety of investment vehicles and offering advisory services including financial planning, portfolio management, and family governance.

Robert Wyche is a financial advisor at Waldron Private Wealth with 10 years of industry experience. He holds the Series 65 designation and has been with Waldron Private Wealth since 2015. Outside of his advisory role, he serves as a trustee of a life insurance trust, overseeing policy reviews and premium payments. Waldron Private Wealth is a multi-team registered investment adviser serving individual and high-net-worth clients, as well as trusts, estates, retirement plans, and charitable organizations. The firm employs a strategic asset allocation approach using a diversified mix of investment vehicles and offers both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.