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

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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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