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
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