Matthew Alan Helfrich

Current Employers

Employment History

• 01/2002 → Present
  Waldron Private Wealth
  Pittsburgh, PA
• 01/2026 → Present
  Waldron Private Wealth
  Bridgeville, PA
• 04/2015 → Present
  Waldron Private Wealth
  Bridgeville, PA

Previous Registrations

• 2010-07-13 → 2013-03-13
  Lpl Financial Llc
  Bridgeville, PA
  Bridgeville, PA

Other Businesses

1) MATTHEW HELFRICH AS TRUSTEE; INVESTMENT RELATED; 44 ABELE RD, STE 400, BRIDGEVILLE, PA 15017 ; SERVING AS CO-TRUSTEE; STARTED 12/2014; 5-10 HRS PER MONTH, LESS THAN 1 DURING TRADING; SERVE AS CO-TRUSTEE W/ CLIENT ON TRUSTS FOR HER BENEFIT ON A TEMPORARY BASIS; 2) Duquesne University Investment Center Advisory Council, 600 Forbes Ave Pittsburgh PA 15219, begun April 2014, less than 1 hour per month, less than 1 hour per month during trading hours. I sit on a voluntary Advisory Council for Duquesne University's business school. Not investment related: 3) Board Member - YPO Pittsburgh Chapter, 20120 Route 19, Cranberry Twp, PA 16066, Encourages young leaders, CEOs, to have positive impacts on business, personal, family and community, not investment related, approximately 1 hour per month is devoted to this entity, none of the time during security trading hours; 4) Board Member - Propel Schools Foundation,3447 E Carson St, Pittsburgh, PA 15203, Charter schools for children in under-served communities- 2 hours a month with no compensation, none during market hours, non-investment related; 5) Board Member - Pace School, 2432 Greensburg Pike, Pittsburgh, PA 15221, education for children with disabilities, non investment related - 2 hours a month with no compensation, none during market hours. 6) Duquesne University, investment-related, 600 Forbes Ave, Pittsburgh, PA 15282, university, Investment & Audit Committee Member; started 04/2016; approximately 3 hours per month, none during securities trading hours; provides input during discussions. 7) Insurance agent; investment related, 44 Abele Rd, Suite 400, Bridgeville, PA 15017; started 12/2019; approximately 1-2 hours per month during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2003-10-23

Designations