Waldron Private Wealth

Eric Vogt is a CFP® professional with 19 years of industry experience, currently serving at Waldron Private Wealth. His career at Waldron spans over a decade, with roles dating back to 2011. He is a board member of the Estate Planning Counsel of Pittsburgh and is involved in angel investing through LOBO ONE LLC. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and private funds. The firm emphasizes strategic asset allocation across various asset classes using mutual funds, ETFs, third-party managers, and alternative strategies, while also offering extensive family-office and non-investment services.

Patrick Ellsworth is a CFA® charterholder with eight years of industry experience. He is currently affiliated with Waldron Private Wealth and has previously worked at Purshe Kaplan Sterling Investments, HBKS Wealth Advisors, and The Vanguard Group. Outside of his advisory role, he is also licensed as an insurance agent. Waldron Private Wealth provides discretionary and non-discretionary investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and private funds. The firm emphasizes strategic asset allocation across various asset classes and offers a range of family-office services alongside investment management.

Joshua Rennert is a financial advisor with Waldron Private Wealth, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior roles include positions at OSAIC, Sequoia Financial Group, Comerica Bank, and Huntington National Bank. Outside of his advisory work, Rennert is the founder of Reserve Private Wealth, LLC, and also provides occasional notary services. Waldron Private Wealth offers investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and private funds. The firm’s investment approach centers on strategic asset allocation across multiple asset classes, utilizing mutual funds, ETFs, third-party managers, and alternative strategies tailored to client needs.

Kelly Costello is a financial advisor at Waldron Private Wealth with 22 years of industry experience. Prior to joining Waldron Private Wealth in 2024, she held roles at Raymond James & Associates, Wells Fargo Clearing, and WELLS FARGO Advisors. Kelly is also licensed as an insurance agent. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm’s investment approach includes strategic asset allocation across multiple asset classes and the use of mutual funds, ETFs, alternative strategies, and third-party managers.

Kevin Searfoss is a Certified Financial Planner (CFP®) with over 21 years of experience in the financial industry. He has been with Waldron Private Wealth since 2002. Outside of his advisory role, he serves as a football referee. Waldron Private Wealth provides comprehensive investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and private funds. The firm’s investment process involves strategic asset allocation across a range of asset classes using mutual funds, ETFs, interval funds, and third-party managers, and it offers family-office services and specialized insurance product management.

Benjamin Greenfeld is a CFP® with 19 years of industry experience, currently serving at Waldron Private Wealth since 2011. He holds Series 63 and Series 65 licenses. In addition to his advisory role, he acts as a co-trustee on client trusts. Waldron Private Wealth offers discretionary and non-discretionary investment management, financial planning, and wealth advisory services to a diverse client base, including individuals, trusts, and charitable organizations. The firm’s investment approach emphasizes strategic asset allocation across multiple asset classes and incorporates third-party managers and alternative strategies.

Nathaniel Ecoff is a CFA® charterholder with eight years of industry experience. He has worked at Waldron Private Wealth since 2019 and previously was employed at Willis Towers Watson from 2015 to 2019. Outside of his advisory role, he is involved in technology consulting with AlphaSights. Waldron Private Wealth provides discretionary and non-discretionary investment management, financial planning, and wealth advisory services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm emphasizes strategic asset allocation across a broad range of asset classes and offers family-office services along with management of private investment vehicles and alternative strategies.

Bryan Waldron is a CFP® professional with eight years of experience, currently serving at Waldron Private Wealth. His entire career has been with the firm in various capacities since 2016. He also acts as a trustee for a limited number of clients, managing trusts on their behalf. Waldron Private Wealth provides discretionary and non-discretionary investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and private funds. The firm employs a strategic asset allocation approach across multiple asset classes and offers family-office services, investment consulting, and access to third-party managers and private investment vehicles.

Spencer Mc Kee is a CFP® with three years of industry experience currently advising at Waldron Private Wealth. He has held positions at Waldron Private Wealth since 2022 and previously worked at Somerset Trust Company. Waldron Private Wealth offers investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm’s investment approach focuses on strategic asset allocation across multiple asset classes using mutual funds, ETFs, third-party managers, and may include private investment vehicles and alternative strategies.

Stephen Kajmo is a CFP® professional with one year of experience at Waldron Private Wealth. Prior to joining Waldron, he worked at Hirtle Callaghan & Co and Financial Independence Planning, LLC. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and private funds. The firm’s investment process includes strategic asset allocation across multiple asset classes and employs mutual funds, ETFs, third-party managers, and alternative strategies.

Chase Conti is a CFP® and holds a Series 65 license with 13 years of industry experience. He has worked continuously at Waldron Private Wealth since 2013. Conti also maintains a license as an insurance agent, dedicating limited time to this role alongside his advisory work. Waldron Private Wealth offers investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and private funds. The firm’s investment approach emphasizes strategic asset allocation across multiple asset classes and incorporates both discretionary and non-discretionary solutions, including independent managers and alternative strategies.

Wade Rashilla is a financial advisor at Waldron Private Wealth with CFP®, CFA®, and Series 65 credentials and four years of industry experience. He previously worked at Fort Pitt Capital Group and held teaching roles at Saint Vincent College, Ligonier Valley High School, and Westmoreland County Community College. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and private funds. The firm employs a strategic asset allocation approach across multiple asset classes and offers a range of family-office services along with portfolio management and investment consulting.

Robert Wyche is a Series 65-licensed advisor at Waldron Private Wealth with 11 years of industry experience. He has worked at Waldron Private Wealth since 2015. Outside of his advisory role, he serves as a trustee of a life insurance trust, overseeing policy reviews and premium payments. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and private funds. The firm employs a strategic asset allocation approach across various asset classes, utilizing mutual funds, ETFs, interval funds, and third-party managers.

Shea Waldron is a financial advisor at Waldron Private Wealth with 7 years of industry experience. He holds the Series 65 designation and has been with the firm since 2015. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and private funds. The firm’s investment approach includes strategic asset allocation across various asset classes and the use of mutual funds, ETFs, interval funds, and third-party managers, along with a range of family-office and non-investment services.

Aaron Filbeck is a financial advisor at Waldron Private Wealth with CFP® and CFA® designations. He has one year of industry experience and previously worked with the CAIA Association and The Joseph Group Capital Management. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and private funds. The firm emphasizes strategic asset allocation across various asset classes and offers family-office services along with management of private funds.