Carmen Joseph Palmieri

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

• 06/2015 → Present
  Waldron Private Wealth
  Bridgeville, PA
• 12/2022 → Present
  Waldron Private Wealth, Llc
  Bridgeville, PA

Other Businesses

(1) Rental property at 1319 W Sycamore Ave, Pittsburgh, PA 15211; not investment related; since 01/2010; approximately 1 hour per month is devoted to this entity, none of the time during security trading hours; responsibilities include renting and maintaining the property. (2) Insurance agent; investment related, 44 Abele Rd, Suite 400, Bridgeville, PA 15017; started 06/2021; approximately 1-2 hours per month during securities trading hours.

Designations

• Chartered Financial Analyst