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Matthew Helfrich, CFP

President, Waldron Private Wealth

Phone: 412.221.4875
E-mail: mhelfrich@waldronpw.com
www.waldronprivatewealth.com

Matt Helfrich is the president of Waldron Private Wealth, a boutique wealth management firm located just outside Pittsburgh, Pa. He leads Waldron's strategic vision, brand and value proposition, and overall culture of the firm.

Since 2002, Helfrich has served in a number of roles including: Chief Investment Strategist and Chief Investment Officer, where he was instrumental in creating and refining Waldron's investment discipline. More recently he has been focusing on expanding Waldron's service offering across multiple generations of clients, and leveraging technology to enhance client experience. Helfrich is in the media frequently and has appeared in The Wall Street JournalBarron'sPrivate Wealth MagazineWall Street WeekForbes and Smart Money

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