About Sarah
Each member of the team at Waldron aims to leverage their unique skillset and experience to help our clients solve their immediate challenges and achieve their long-term goals.
This week, we turn the Spotlight on Sarah Veverka. Sarah is an Investment Associate and helps manage Waldron’s client’s investment portfolios.
At Waldron, Sarah focuses on reviewing financial data, running performance reports, and building long-term relationships with clients.
Spotlight Questions
- Why did you join Waldron?
- I joined Waldron because it checked all the boxes I was looking for in a workplace: excitement, continuous learning opportunities, and a welcoming culture that thrives on knowledge sharing. From the beginning, I was drawn to the opportunity to connect with company leaders and hear firsthand how Waldron started and evolved into what it is today. But what truly sealed the deal were the people I met during my interview rounds—now my direct teammates. Their camaraderie and genuine friendships were immediately clear. On the technical side, I was drawn to the multi-advisor approach, where client teams are built around individuals and their unique skill sets.
- What is the best advice you have ever received?
- The best advice I received came early in my career at Waldron, and it has stuck with me ever since: “If you are the smartest in the room, you are in the wrong place”. That simple yet powerful idea drives me to continuously seek out opportunities to learn and grow, both as an advisor and an individual. It’s a reminder to surround yourself with people who challenge, support, and push you to keep evolving. Whether in my professional or personal life, I strive to be part of environments where I’m constantly inspired to be better. This mindset keeps things refreshing, exciting, and has truly shaped how I approach my career and relationships.
- What is something people would be surprised to learn about you?
- People might be surprised to learn that I am a very dedicated Taylor Swift fan – I have attended three of her concerts, including the legendary Eras Tour (and yes, I sang every word). During COVID, I decided to put my downtime to good use by teaching myself to play the Ukulele, which I highly recommend if looking for a new hobby. Lastly, when Pittsburgh weather cooperates, I enjoy a “friendly” game of pickle ball and going out for a run.
- What advice would you give to your younger self?
- If I could give my younger self – or newly graduated aspiring financial advisors – one piece of advice, it would be this: it’s okay to feel overwhelmed. Stepping into a new industry fresh out of college can feel daunting, especially when real-world practice is very different than what you learned in school. In college, there is a lot of pressure to be the smartest in the room, join countless organizations, and consistently prove yourself. Once you enter the real world, your peers and leaders realize you won’t have it all figured out and it is a great opportunity to embrace the learning curve. As a reminder, your career is a journey and not a race. It’s challenging, exciting, and incredibly rewarding and any obstacle in your way will contribute to your growth.
- What is your favorite memory since working at Waldron?
- One of my favorite memories since I started at Waldron was volunteering at Animal Friends near our office and getting the opportunity to give back to the community and build stronger relationships with my colleagues.
Waldron Private Wealth (“Company”) is an SEC registered investment adviser with its principal place of business in the Commonwealth of Pennsylvania. Company may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. For information about the Firm’s registration status and business operations, please consult Waldron’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.
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