Bob Mainello, CFP®

Bob is a Director on the Investments Team, focusing on constructing disciplined portfolios designed to help clients reach their unique financial goals.

For more than 13 years, Bob has been helping entrepreneurs and their families simplify their financial lives, preserve their wealth, and responsibly grow their assets. Prior to joining the Waldron team, Bob worked for a large, national private bank as an Investment Specialist, playing a large part in the investment decision making and implementation for over $4 billion in client assets. Bob earned his Bachelor’s Degree in Finance from Penn State University and his Master’s in Business Administration from Villanova University prior to earning his Certified Financial Planner (CFP®) designation.

At Waldron, Bob specializes in portfolio construction and investment selection, crafting uniquely customized portfolios for each of his clients.

Outside of the office, Bob resides in Conshohocken, PA and enjoys spending time with his wife, Stephanie and children, Nicolas and Mia.