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Drew W. Steigerwald Email & Phone Number

Wealth Planning Intern at Waldron / Aspiring CFP® at Waldron Private Wealth
Location: Pittsburgh, Pennsylvania, United States 3 work roles 2 schools
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Waldron Private Wealth
Role
Wealth Planning Intern at Waldron / Aspiring CFP®
Location
Pittsburgh, Pennsylvania, United States
Company size
59 employees

Who is Drew W. Steigerwald? Overview

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Quick answer

Drew W. Steigerwald is listed as Wealth Planning Intern at Waldron / Aspiring CFP® at Waldron Private Wealth, a with 59 employees, based in Pittsburgh, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Drew W. Steigerwald.

Drew W. Steigerwald previously worked as Wealth Planning Intern at Waldron Private Wealth and Student & Produce Manager at Soergel Orchards. Drew W. Steigerwald holds Bachelor Of Science - Bs, Finance, General from Robert Morris University.

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Waldron Private Wealth

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Profile bio

About Drew W. Steigerwald

- Over a year of experience at a Forbes-recognized RIA with over $4B in AUM- Comprehensive understanding of complex trust, estate, and tax planning issues and strategies- Passed the NASAA Series 65 Exam and will meet the Education Requirement of the CFP® Exam upon graduation- Recognized for keen adaptability, ardent drive to learn, dynamic creativity, and penchant for collaboration- Awarded for commitments to academic excellence, honesty, integrity, and community

Current workplace

Drew W. Steigerwald's current company

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Waldron Private Wealth
Waldron Private Wealth
Wealth Planning Intern at Waldron / Aspiring CFP®
bridgeville, pennsylvania, united states
Website
waldronprivatewealth.com
Employees
59
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3 roles

Drew W. Steigerwald work experience

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Wealth Planning Intern

Current
Waldron Private Wealth

Bridgeville, Pennsylvania, United States

- Arrange the initial preparation of planning deliverables for a complex family worth roughly $650MM- Directly contribute to the peace of mind and holistic planning of over 40 ultra-high-net-worth families- Internally present client deliverables and projections to partners, directors, and strategists on a biweekly basis- Design models to calculate the estate and GST tax savings of various trust and intra-family loan strategies- Build upon advanced proficiency in software such as eMoney, Black Diamond, Wealthscape, Lucid, and Excel- Support the Director of Wealth Planning and a Planning Strategist

Jun 2023 - Present

Student & Produce Manager

Soergel Orchards

Wexford, Pennsylvania, United States

- Oversaw cash profit recording and petty cash reconciliation for a large-scale apple orchard and farmer’s market- Developed business acumen and discovered entrepreneurial spirit through the mentorship of a young CEO

Aug 2019 - Aug 2023

Produce Worker

Soergel Orchards

Wexford, Pennsylvania, United States

- Organized the rotation of produce displays to maintain peak freshness- Oversaw and assisted in the delivery and storage of various shipments- Worked 20 hours a week consistently while enrolled in high school

Feb 2019 - Aug 2019
Team & coworkers

Colleagues at Waldron Private Wealth

Other employees you can reach at waldronprivatewealth.com. View company contacts for 59 employees →

CK Chris Keller Chris Keller Colleague at Waldron Private WealthBridgeville, Pennsylvania, United States View → BW Bryan Waldron, Cfp® Bryan Waldron, Cfp® Colleague at Waldron Private WealthPresto, Pennsylvania, United States View → VV Valerie Vincent Valerie Vincent Colleague at Waldron Private WealthBridgeville, Pennsylvania, United States View → KZ Katie Zimmermann Katie Zimmermann Colleague at Waldron Private WealthPittsburgh, Pennsylvania, United States View → BM Brent Meilinger, Cfp® Brent Meilinger, Cfp® Colleague at Waldron Private WealthGreater Pittsburgh Region, United States View → LS Lynne Schultz Lynne Schultz Colleague at Waldron Private WealthCoraopolis, Pennsylvania, United States View → MK Mary Keegan, Esq., Iaccp® Mary Keegan, Esq., Iaccp® Colleague at Waldron Private WealthPittsburgh, Pennsylvania, United States View → SM Sean Mcguigan Sean Mcguigan Colleague at Waldron Private WealthPittsburgh, Pennsylvania, United States View → BW Bob Wyche Bob Wyche Colleague at Waldron Private WealthSewickley, Pennsylvania, United States View → NC Nick Colaizzi, Cfp® Nick Colaizzi, Cfp® Colleague at Waldron Private WealthPittsburgh, Pennsylvania, United States View →
2 education records

Drew W. Steigerwald education

FAQ

Frequently asked questions about Drew W. Steigerwald

Quick answers generated from the profile data available on this page.

What company does Drew W. Steigerwald work for?

Drew W. Steigerwald works for Waldron Private Wealth.

What is Drew W. Steigerwald's role at Waldron Private Wealth?

Drew W. Steigerwald is listed as Wealth Planning Intern at Waldron / Aspiring CFP® at Waldron Private Wealth.

Where is Drew W. Steigerwald based?

Drew W. Steigerwald is based in Pittsburgh, Pennsylvania, United States while working with Waldron Private Wealth.

What companies has Drew W. Steigerwald worked for?

Drew W. Steigerwald has worked for Waldron Private Wealth and Soergel Orchards.

Who are Drew W. Steigerwald's colleagues at Waldron Private Wealth?

Drew W. Steigerwald's colleagues at Waldron Private Wealth include Chris Keller, Bryan Waldron, Cfp®, Valerie Vincent, Katie Zimmermann, and Brent Meilinger, Cfp®.

How can I contact Drew W. Steigerwald?

You can use AeroLeads to view verified contact signals for Drew W. Steigerwald at Waldron Private Wealth, including work email, phone, and LinkedIn data when available.

What schools did Drew W. Steigerwald attend?

Drew W. Steigerwald holds Bachelor Of Science - Bs, Finance, General from Robert Morris University.

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