Chief Operating Officer and Coach

Waldron Wealth Management

1150 Old Pond Road

Pittsburgh, Pennsylvania 15017

Phone: 412-221-1005

Web site: www.waldronwm.com

Year firm founded: 1995

Year joined firm: 2004

Firm AUM: $750 million

Firm assets under advisement: $2 billion

Number of firm employees: 16

Number of firm client relationships: 75

Firm compensation method: Fee-based asset management; strategic advice under retainer (fee dependent on complexity)

Education: BA in civil engineering, Indiana Institute of Technology; MA in television and film, Indiana State University

Previous incarnations: VP of consulting and enterprise data management, iGate Global Solutions; Sr. VP of strategy and consulting, Sonic Foundry; vice chairman and chief technology officer, MediaSite; founder and president, Visual Symphony, Inc.; consultant to Boeing, USX, Pittsburgh Steelers, and others