Happy New Year from our team at Waldron Private Wealth. We hope you had a great close out to 2022 with friends and family. Along with warm wishes, we’d like to share some welcome news.
We are pleased to announce that we will be adding four respected team members as partners at the firm:
- Casey Robinson, Partner & Chief Planning Officer
- Joe Palmieri, Partner & Managing Director – Family Office Services
- Ali Swart, Partner & Managing Director – Wealth Planning
- Eric Vogt, Partner & Senior Wealth Strategist
These four leaders embody the values that have helped our firm double in size since 2019, all while remaining committed to maintaining close relationships with clients, simplifying the complexity that accompanies wealth, and preserving it for generations to come.
“Casey, Ali, Joe and Eric were instrumental to our exceptional growth over the last decade. We are confident this addition to our team of partners will have a positive impact on our firm, our people, and our clients,” Waldron Private Wealth President Matthew Helfrich said. “The four of them all exhibit the leadership that helped us grow into the wealth management firm we are today. A firm with national reach that never forgets who matters most: our clients and their families.”
Looking to 2023, our future looks brighter than ever, and we’re ecstatic to have these leaders and friends like you joining us on the journey.
