Bryan Waldron, CFP®

About

My name is Bryan Waldron and I am currently an Investment analyst at Waldron Private wealth. I have studied abroad in Prague, Czech Republic; and I have also participated in a global consulting program working with Bertschi Chemical Logistics services in Barcelona, Spain. I have experience in the financial industry by doing multiple summer internships. I have done two internship at Waldron Private Wealth. During my time their I worked with the investment team under CIO Matt Helfrich. My other internship was with Fidelity where I worked in the IWS department with the retirement planning team under Dennis Hegarty. After working in both of these wonderful firms I've realized I really enjoy face to face interaction and being apart of a team where I can contribute to the best of my ability.

Experience

• Waldron Private Wealth (11 yrs 2 mos)
  • Director - Wealth Planning at Waldron Private Wealth
    Apr 2022 - Present · 4 yrs 4 mos

  • Senior Wealth Planning Analyst
    Mar 2020 - May 2022 · 2 yrs 3 mos

  • Financial Planner
    Jul 2015 - Mar 2020 · 4 yrs 9 mos

• Intern at Fidelity Investments
  Jun 2014 - Jul 2014 · 2 mos

  Worked for the IWS team in the Retirement Planning department.

• Intern at Waldron Wealth Management
  May 2013 - Sep 2013 · 5 mos

  Worked under Matt Helfrich of the investment team. Completed various projects, many which included transfering softwear and working with excel.