Carmen Palmieri has held the title Member at Waldron Private Wealth since January 2025, is a control person of the firm and directly owns under 5% of it. Carmen Palmieri holds a Master's degree from Duquesne University. Carmen Palmieri studied at the University of Delaware.
Waldron Private Wealth, LLC is a Bridgeville, PA firm with $5.5B under management, 517 clients and 47 advisers across 4 offices, as of its October 2026 filing.
Joseph Palmieri is Partner and Managing Director - Family Office Services of Waldron Private Wealth. He leads Waldron's family office services, which traditionally fall outside planning and investments. Before joining Waldron, he was VP and Investment Officer at PNC Wealth Management and Portfolio Manager at JKMilne Asset Management.
- Waldron Private WealthCurrent– present · 11 yearsBridgeville, PA · Adviser representative · Firm CRD 131063
Professional designations
Listed by Waldron Private Wealth
- CFA
Investment adviser representative registrations
Carmen Palmieri is registered as an investment adviser representative in 2 states. The first approvals date from September 2015; the most recent is Texas, in February 2023.
- PennsylvaniaSince 2 September 2015
- TexasSince 7 February 2023
Examinations
No examinations are on Carmen Palmieri’s record.
- Full name
- Carmen Joseph Palmieri
- CRD
- 5744484
- Firm
- Waldron Private Wealth · CRD 131063
- Role
- Member
- Office
- 44 ABELE ROAD, SUITE 400, Bridgeville, PA 15017
- Registration
- Investment adviser registration
- In the industry since
- September 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- waldronprivatewealth.com
Where does Carmen Palmieri work?
Carmen Palmieri has held the title Member at Waldron Private Wealth, LLC since January 2025, and is a control person of the firm.
Is Carmen Palmieri a financial advisor?
Yes. Carmen Palmieri has a current investment-adviser registration in Pennsylvania and Texas, through Waldron Private Wealth since September 2015.
How many years of experience does Carmen Palmieri have?
Carmen Palmieri has 11 years in the financial industry, since September 2015, across 1 adviser firm.
Where is Carmen Palmieri based?
Carmen Palmieri’s registered office is in Bridgeville, PA.
Is Carmen Palmieri registered with FINRA?
No. Carmen Palmieri has no current broker registration.
Is Carmen Palmieri a CFA charterholder?
Waldron Private Wealth lists Carmen Palmieri with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify Carmen Palmieri’s record?
Search CRD 5744484 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Carmen Palmieri’s full registration record.
Mary KeeganChief Compliance Officer
Ryan FortierMember and Board of Managers Member
Benjamin GreenfeldChief Investment Officer, Member, and Board of Managers Member
Michael KrolMember
John WaldronManaging Member, Chairman of the Board of Managers
Robert WycheMember and Board of Managers Member
Matthew HelfrichCEO, Member, and Board of Managers Member