Joseph Maker's Location
Pittsburgh, PA, US
Joseph Maker's Work
- Managing Director @ Shorebridge Wealth Management
- Director @ Waldron Private Wealth
- Manager - Wealth Planning @ Waldron Private Wealth
- Wealth Planner @ Waldron Private Wealth
- Tax Manager @ PwC
- Staff Accountant @ BDO USA, LLP
- Tax Accountant II @ PNC
Joseph Maker's Education
- Duquesne University
Bachelor of Business Administration (BBA) (Accounting and Finance)
2000 - 2004
Joseph Maker's Skills
- Trust Taxation
- Estate Taxation
- Estate Tax Planning
- Charitable Trusts
- US Tax
- Income Tax
- Wealth Management
- High Net Worth Individuals
- Personal Tax Planning
- Tax Preparation
Joseph Maker's Summary
Joseph Maker, based in Pittsburgh, PA, US, is currently a Managing Director at Shorebridge Wealth Management, bringing experience from previous roles at Waldron Private Wealth and PricewaterhouseCoopers LLP. Joseph Maker holds a 2000 - 2004 Bachelor of Business Administration (BBA) in Accounting and Finance @ Duquesne University. With a robust skill set that includes Trust Taxation, Estate Taxation, Estate Tax Planning, Charitable Trusts, US Tax and more, Joseph Maker contributes valuable insights to the industry. Joseph Maker has 3 emails and 1 mobile phone number on RocketReach.
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Director of Wealth Planning at Waldron Private Wealth
Pittsburgh, Pennsylvania, United States24
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