Marketing Associate – Marissa Ugarte
Marissa joined Waldron Partners in February 2025 as a Marketing Associate. She plays a key role in driving business growth, leveraging her expertise to implement and execute a dynamic multi-channel marketing strategy.
Marissa earned her Bachelor of Arts in Communications and Media Studies, with a minor in Business Administration, from Sonoma State University in 2020. Her strong foundation in communication and business allows her to craft creative and effective marketing campaigns that strengthen client relationships and expand Waldron Partners’ reach.
When she’s not crafting campaigns or brainstorming fresh ideas, Marissa enjoys spending time with family and friends, her dog Lemon, coaching soccer, reading, and catching up on her favorite reality TV shows.
Operations Manager/Planning Specialist - James Hayes
James enjoys helping people in all stages of life make wise financial decisions. Whether they’ve just started their careers or have been working for a long time, he teaches them how to get the most from their money. He consistently strives to provide financial planning and education of the highest caliber, highlighting all the options available to each of his clients.
James graduated from Saint Mary’s College of California with a Bachelor of Science degree in accounting and a minor in business administration. An avid runner, he can often be found either coaching or following his alma mater’s cross-country and track teams as they compete around the country. He also spends much of his time outside of work volunteering at local schools, teaching students and families the basics of financial literacy.
Director of Investments - Troy Rouleau, CFA
Troy earned a Bachelor of Science degree in finance from San Diego State University and holds FINRA Series 7, 63, and 66 registrations. He joined the team in 2018 after spending 11 years as an investment consultant with Scottrade. As an investment specialist with Waldron Partners, Troy makes sure the company's investment portfolios are continually performing at the highest level possible. This includes monitoring and managing the holdings, in addition to making any necessary changes or reallocations. In his free time, Troy enjoys spending time with his family, playing golf, and cooking.
Associate Advisor - Brian Nimr
Brian majored in business administration with a double concentration in finance and marketing at Saint Mary’s College of California. He graduated with a bachelor’s degree in 2022. Brian started with Waldron Partners as an intern in 2021, later being promoted to the role of a full-time investment associate. In 2023, he completed his Master of Science degree in finance from Saint Mary’s College. Eager for more, has also obtained his Series 7 and Series 66 licenses. In his free time he loves to hike, run, hang out with his family and friends, and root for his favorite sports team, the San Francisco Giants.
Managing Partner - Peter T. Waldron
Peter is the Managing Partner at Waldron Partners. He is also affiliated with Osaic Wealth, Inc., as an investment advisor representative. Peter specializes in assisting ultra-high-net-worth families with all their estate, investment, retirement, and tax planning needs.
Peter joined Waldron Partners in 2004 and has been working in the financial services industry for more than 17 years. He delivers objective, strategic, and prudent advice to clients to help them accumulate, retain, and pass on wealth. As part of this, he collaborates with them to create comprehensive plans that fit their specific needs. In addition, Peter makes sure that all of his clients’ advisors are on the same page so there is continuity of the financial plan and everyone works together to achieve the desired objectives. His clientele appreciates his unwavering dedication and creative expertise.
Peter earned a Bachelor of Arts degree in history with a minor in economics from Colorado State University. He also has a Master of Business Administration (MBA) degree from Saint Mary's College of California. Outside of Waldron Partners, Peter also owns life insurance agency EGGRS Insurance Solutions* (www.eggrs.com). His family currently resides in Alamo, CA where he and his wife spend their personal time with their five children. Peter was born in Montclair, NJ, and grew up in Alamo, where he continues to serve his community through his active philanthropy.
*EGGRS Insurance Solutions is separate and distinct from all financial planning practices and affiliations with Osaic Wealth, Inc.