Matt is a partner and the president of the firm. He leads Waldron’s strategic vision, brand and value proposition, and overall culture. For more than 20 years, Matt has been helping entrepreneurs and their families simplify their financial lives. After earning a degree in Investment Management from Duquesne University, Matt earned an Executive Financial Planning degree from Duquesne University. Prior to becoming a partner and the president at Waldron, Matt served in several roles, including Chief Investment Strategist and Chief Investment Officer, where he was instrumental in creating and refining Waldron’s investment discipline. At Duquesne University’s Graduate School of Leadership and

Matthew Helfrich
Partner & President
Waldron Private Wealth
United States, Pennsylvania, Bridgeville
About Me
Profile Information
Partner & President
Waldron Private Wealth
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Bridgeville
Pennsylvania
United States
Aug 6, 2024
More profiles to browse
LW
Lindsay Wilcox
Director - Wealth Planning
RF
Ryan Fortier
Partner and Chief Operating Officer
Chase Conti
Director of Investments
Wade Rashilla
Investment Analyst
You Might Like
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
DH
Dennis Hanson
Principal
Jamison Hanson
SS
Sandy Shen
Research Analyst
Manhattan Family Office