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Michael Waldron Location
Boston, MA, US
Michael Waldron Work
Director of Investment Strategy | Investment Committee Member @ (March 2026 - Present)
Director of Portfolio Management | Partner | Investment Committee Member @ Heritage Financial Services, LLC (September 2014 - March 2026)
Founder | Chief Investment Officer @ Pine Knot Capital Management (September 2011 - September 2014)
Senior Associate—Derivative Valuations @ (January 2010 - January 2011)
Associate—Derivative Valuations @ (January 2008 - January 2010)
Michael Waldron Education
Bentley University
Bachelor of Science (BS) degrees (Finance and Liberal Studies, minor in Economics)
The London School of Economics and Political Science (LSE)
Completed credits toward Economics minor
Michael Waldron Summary
Michael Waldron, based in Boston, MA, US, is currently a Director of Investment Strategy | Investment Committee Member at Savant Wealth Management. Michael Waldron brings experience from previous roles at Heritage Financial Services, LLC, Pine Knot Capital Management and Harvard Management Company. Michael Waldron holds a Bachelor of Science (BS) degrees in Finance and Liberal Studies, minor in Economics @ Bentley University.
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