Claudia Balla

Employer firm

Waldron Private Wealth CRD 131063

$5.50B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers
• INSURANCE PLANNING; SUBADVISER FOR PPLI

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2025 → Present
  Waldron Private Wealth, Llc
  Washington, DC
• 08/2022 → 05/2025
  Northern Trust
  Washington, DC
• 06/2015 → 05/2020
  Student
  Potomac, MD
• 06/2021 → 08/2021
  Northern Trust
  Washington, DC
• 08/2020 → 06/2022
  Boston College
  Chestnut Hill, MA
• 05/2020 → 08/2020
  Seventy2 Capital Wealth Management
  Bethesda, MD
• 08/2020 → 05/2021
  Student
  Chestnut Hill, MA
• 08/2021 → 07/2022
  Student
  Chestnut Hill, MA

Other Businesses

(1) Insurance agent; investment related, 1307 New York Ave NW, 5th Floor, Washington, DC 20005; started 09/2025; approximately 1-2 hours per month during securities trading hours.

Designations

• Certified Financial Planner