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Partner and President, Waldron Private Wealth
Phone: 412.221.4875 E-mail: mhelfrich@waldronpw.com www.waldronprivatewealth.com
Matt Helfrich is 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 Journal, Barron's, Private Wealth Magazine, Wall Street Week, Forbes and Smart Money.
We've gone from being Helicopter Parents to Bulldozer Parents, who annihilate all obstacles in our kids' paths. And what do kids learn when we take care of everything in their financial lives? Certainly not independence.
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