CoverProfile

Matthew Helfrich

Partner & President

Waldron Private Wealth

United States, Pennsylvania, Bridgeville

About Me

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

View more

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

RW
Robert Wyche
Partner and Managing Director
Profile Photo
Michael Krol
Partner and Head of Wealth Advisory
Profile Photo
Sarah Veverka
Investment Associate
Profile Photo
Nathan Freshwater
Wealth Planning Analyst

You Might Like

RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC