100 Lowder Brook Drive, Suite 1000 Westwood , MA 02090

781.255.0214

Michael Waldron serves as a senior investment strategist and client advisor in Savant’s Westwood, Massachusetts, office. As a CERTIFIED FINANCIAL PLANNER® professional and Chartered Financial Analyst® (CFA®) charterholder, he has led teams and managed institutional-grade, multi-asset portfolios. Michael’s approach combines endowment-style investment discipline with modern portfolio design, risk management, and governance. He focuses on asset allocation, portfolio construction, private markets, and alternative investment strategies.

Michael graduated summa cum laude with bachelor’s degrees in finance and liberal studies with a minor in economics from Bentley University in Waltham, Massachusetts. He began his career at Harvard Management Company, the investment organization responsible for managing the endowment and pension assets of Harvard University. During his time there, he worked on institutional investment strategies, including the use of derivatives and portfolio overlays.

In 2014, Michael joined Heritage Financial Services, where he helped lead the firm’s strategic asset allocation process and regularly presented to the investment committee on strategy, performance attribution, and portfolio risk. During this time, he also completed the Charles Schwab Executive Leadership Program and the Abudi Consulting Group Management Training Program, focusing on leadership, talent development, innovation, and strategic communication. He started working at Savant in 2026 when Heritage joined the firm.

He serves on the Board of Trustees of Lasell Village in Newton, Massachusetts, where he is a member of the Investment, Nominating and Audit Committees, contributing to investment oversight and board governance.

Michael and his wife, Vasilina, have two children, Vanessa and Marshall. In his spare time, he enjoys history and biography and has read extensively on U.S. presidents. He also enjoys traveling with his family.

Education &
Designations

Bentley University
Bachelor of Science in Finance with a minor in Economics, summa cum laude
Bachelor of Arts in Liberal Studies
CERTIFIED FINANCIAL PLANNER® professional
Chartered Financial Analyst® (CFA®)

Affiliations &
Community Service

Lassell Village – board of trustees, and investment, nominating, and audit committees

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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