Professional Bio
As a Managing Director and Senior Wealth Advisor, JR oversees the Philadelphia office for Waldron. His sophisticated planning and advisory services are tailored to the unique needs of the ultra-high net worth and high net worth families with whom he works. By working this way, he helps his clients find more time in their lives to do the things they enjoy most.
He collaborates with the planning and investment teams to develop customized and comprehensive strategies for his clients, with a focus on trust and estate planning, income tax planning, succession planning for business owners, and family governance for multi-generational families. JR has over 25 years of experience in the financial services industry. Prior to joining Waldron Private Wealth, he was Managing Director and Relationship Manager at Pitcairn where he focused on providing financial solutions to ultra-high net worth families. He is an active board member of the Shippensburg University Foundation and a member of their investment committee. JR is the proud father of 2 sons and enjoys travel, golf, cooking and many outdoor activities.
