Troy Rouleau
Director of Investments
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 Waldron Partners in 2018 after spending 11 years as an investment consultant with Scottrade. As an investment specialist at Waldron Partners, Troy plays an integral role in the ongoing oversight and management of client investment portfolios. He monitors portfolio holdings, evaluates investment strategies, and helps identify when adjustments or reallocations may be appropriate based on each client’s financial plan, objectives, and evolving needs. Outside of work, Troy enjoys spending time with his family, playing golf, and cooking.