Pat Cortazzo, Cfp®, Chfc®, Cslp®
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Pat Cortazzo, Cfp®, Chfc®, Cslp® Email & Phone Number

Wealth Planning Analyst at Waldron Private Wealth at Waldron Private Wealth
Location: Trafford, Pennsylvania, United States 5 work roles 2 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Waldron Private Wealth
Role
Wealth Planning Analyst at Waldron Private Wealth
Location
Trafford, Pennsylvania, United States
Company size
59 employees

Who is Pat Cortazzo, Cfp®, Chfc®, Cslp®? Overview

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Quick answer

Pat Cortazzo, Cfp®, Chfc®, Cslp® is listed as Wealth Planning Analyst at Waldron Private Wealth at Waldron Private Wealth, a company with 59 employees, based in Trafford, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Pat Cortazzo, Cfp®, Chfc®, Cslp®.

Pat Cortazzo, Cfp®, Chfc®, Cslp® previously worked as Wealth Planning Analyst at Waldron Private Wealth and Wealth Advisor at Treloar & Heisel. Pat Cortazzo, Cfp®, Chfc®, Cslp® holds Bachelor Of Science - Bs, Finance- Investment Management from Saint Vincent College.

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Email format at Waldron Private Wealth

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Waldron Private Wealth

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Profile bio

About Pat Cortazzo, Cfp®, Chfc®, Cslp®

Pat Cortazzo, Cfp®, Chfc®, Cslp® is a Wealth Planning Analyst at Waldron Private Wealth at Waldron Private Wealth.

Current workplace

Pat Cortazzo, Cfp®, Chfc®, Cslp®'s current company

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Waldron Private Wealth
Waldron Private Wealth
Wealth Planning Analyst at Waldron Private Wealth
bridgeville, pennsylvania, united states
Website
waldronprivatewealth.com
Employees
59
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Company profile
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5 roles

Pat Cortazzo, Cfp®, Chfc®, Cslp® work experience

A career timeline built from the work history available for this profile.

Wealth Advisor

Treloar & Heisel

New Castle, Pennsylvania, United States

Jan 2022 - May 2022

Associate Wealth Advisor

Treloar & Heisel

New Castle, Pennsylvania

Feb 2019 - Jan 2022

Aml Compliance Specialist

Bny Mellon

Pittsburgh, Pennsylvania

Sep 2018 - Dec 2018
Team & coworkers

Colleagues at Waldron Private Wealth

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

ML Melissa Lamb Melissa Lamb Colleague at Waldron Private Wealth Pittsburgh, Pennsylvania, United States, United States View → EV Eric Vogt, Cfp®, Mt Eric Vogt, Cfp®, Mt Colleague at Waldron Private Wealth Pittsburgh, Pennsylvania, United States, United States View → CB Christopher Brown Christopher Brown Colleague at Waldron Private Wealth Malvern, Pennsylvania, United States, United States View → LS Lynne Schultz Lynne Schultz Colleague at Waldron Private Wealth Pittsburgh, Pennsylvania, United States, United States View → RY Ramya Y Ramya Y Colleague at Waldron Private Wealth United States, United States View → BG Benjamin Greenfeld, Cfp® Benjamin Greenfeld, Cfp® Colleague at Waldron Private Wealth Wexford, Pennsylvania, United States, United States View → MK Michael Krol Michael Krol Colleague at Waldron Private Wealth Pittsburgh, Pennsylvania, United States, United States View → SV Sarah Veverka Sarah Veverka Colleague at Waldron Private Wealth Cranberry Township, Pennsylvania, United States, United States View → BW Bryan Waldron, Cfp® Bryan Waldron, Cfp® Colleague at Waldron Private Wealth Presto, Pennsylvania, United States, United States View → BW Bob Wyche Bob Wyche Colleague at Waldron Private Wealth Sewickley, Pennsylvania, United States, United States View →
2 education records

Pat Cortazzo, Cfp®, Chfc®, Cslp® education

Bachelor Of Science - Bs, Finance- Investment Management

Saint Vincent College

Activities and Societies: Finance Club

High School

Penn Trafford High School
FAQ

Frequently asked questions about Pat Cortazzo, Cfp®, Chfc®, Cslp®

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

What company does Pat Cortazzo, Cfp®, Chfc®, Cslp® work for?

Pat Cortazzo, Cfp®, Chfc®, Cslp® works for Waldron Private Wealth.

What is Pat Cortazzo, Cfp®, Chfc®, Cslp®'s role at Waldron Private Wealth?

Pat Cortazzo, Cfp®, Chfc®, Cslp® is listed as Wealth Planning Analyst at Waldron Private Wealth at Waldron Private Wealth.

Where is Pat Cortazzo, Cfp®, Chfc®, Cslp® based?

Pat Cortazzo, Cfp®, Chfc®, Cslp® is based in Trafford, Pennsylvania, United States while working with Waldron Private Wealth.

What companies has Pat Cortazzo, Cfp®, Chfc®, Cslp® worked for?

Pat Cortazzo, Cfp®, Chfc®, Cslp® has worked for Waldron Private Wealth, Treloar & Heisel, and Bny Mellon.

Who are Pat Cortazzo, Cfp®, Chfc®, Cslp®'s colleagues at Waldron Private Wealth?

Pat Cortazzo, Cfp®, Chfc®, Cslp®'s colleagues at Waldron Private Wealth include Melissa Lamb, Eric Vogt, Cfp®, Mt, Christopher Brown, Lynne Schultz, and Ramya Y.

How can I contact Pat Cortazzo, Cfp®, Chfc®, Cslp®?

You can use AeroLeads to view verified contact signals for Pat Cortazzo, Cfp®, Chfc®, Cslp® at Waldron Private Wealth, including work email, phone, and LinkedIn data when available.

What schools did Pat Cortazzo, Cfp®, Chfc®, Cslp® attend?

Pat Cortazzo, Cfp®, Chfc®, Cslp® holds Bachelor Of Science - Bs, Finance- Investment Management from Saint Vincent College.

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