THE WALDRON Team
EXPERIENCE & EXPERTISE
At the heart of Waldron is an experienced team of passionate professionals with niche expertise across the many disciplines required to simplify the complexities of wealth our clients face.
Kelly Batchelor
Client Service Specialist
Darcie Biancini
Bill Pay Specialist – Family Office Services
Chris Brown
Investment Associate
Noah Bushlow
Investment Associate
Yue Chu
Technology Specialist
Nick Colaizzi, CFP®
Strategist – Investments
Chase D. Conti, CFP®, CAIA®, AWMA®
Director – Investments
Chad Cornish
Team Lead – Client Service
Patrick Cortazzo, CFP®, ChFC®, CSLP®
Wealth Planning Analyst
Kelly Costello
Director – Wealth Planning
Madison Daggett, CFP®
Investment Analyst
Jessica Devore
Accountant
CULTURAL PILLARS
To keep our company culture thriving, we have established four “culture pillars” that serve as guideposts for developing our intra-company mindset.
- We Are A Team
- We Are All Entrepreneurs
- Driven To Make A Difference
- Mission First
WORKING AT WALDRON
At Waldron, we grow our team ahead of our needs, so that we can continue to deliver high touch, comprehensive counsel to each client we serve. That’s why we are always looking to meet passionate and talented people who are interested in joining our mission.
• Exceptional opportunities for growth and development
• Highly competitive compensation and benefits
• Award-winning culture of collaboration
Insights
Preparing for the tax sunset
by Patrick Cortazzo, CFP®, ChFC®, CSLP®
WALDRON PRIVATE WEALTH IS EXCITED TO ANNOUNCE THE HIRING OF BRETT REES TO LEAD OUR MID-ATLANTIC EFFORTS
by Michael Krol, CFP®, CPA
Decoding The Generation Skipping Transfer Tax
by Lindsay Wilcox, CFP®, CTFA, CHFC®