Waypoint Partners Employee Directory

Waypoint Partners corporate office is located in 28601 Chagrin Blvd Ste 300, Cleveland, Ohio, 44122, United States and has 1-10 employees.

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Employees by Department

Departments

Number of employees

C-Suite

Finance

Sales

Key Employees of Waypoint Partners

JS
James Schaffer
President
PhoneEmail
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Waypoint Partners Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Waypoint Partners

Hundreds of professionals searching for Waypoint Partners have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

JH
Judith Harrison
Email Direct
Managing Partner. Founder
United States , Ohio , Cleveland

JS
James Schaffer
Email Direct
President
United States , Ohio , Cleveland

CG
Cynthia Gallagher
Email Direct
Planning Specialist & Relationship Manager
United States , Ohio , Cleveland

Former Employees at Waypoint Partners

Explore people who held key positions, contributed to Waypoint Partners's success, and advanced their careers.

Alexander Jeffries

Associate Wealth Advis... at Frontier Investment Ma...

Worked as Financial Associate & Advisor

at Waypoint Partners (2017-2018)

Direct

William Markus

Manager, Section Inves... at Key Bank

Worked as Financial Planning Associate

at Waypoint Partners (2017-2018)

Direct

Hanna Cerna

Analyst at The United States Depa...

Worked as Financial Planning Assistant

at Waypoint Partners (2014-2017)

Direct

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Senior Retirement Plan... at Golden Reserve

Worked as Financial Planning Team

at Waypoint Partners (2019-2020)

Direct

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Senior HR Generalist at Tarkett

Worked as HR Bookkeeper Generalist & Financial Planning ...

at Waypoint Partners (2018-2021)

Direct

Mask Content

Private Client Banker at Key Bank

Worked as Financial Planning Assistant

at Waypoint Partners (2020-2021)

Direct

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Frequently Asked Questions Regarding Waypoint Partners Employees

How many employees does Waypoint Partners have?

Waypoint Partners has 1-10 employees

Who are Waypoint Partners key employees?

Some of Waypoint Partners key employees are James Schaffer

Where is Waypoint Partners located?

Waypoint Partners’s headquarters are located at 28601 Chagrin Blvd Ste 300, Cleveland, Ohio, 44122, United States

How do I contact Waypoint Partners?

Waypoint Partners Contact Info: Phone number: (216) 591-2367 Website: www.waypointpt.com

What does Waypoint Partners do?

Waypoint Partners is an independent financial firm based in Orange Village, OH, with over 80 years of combined experience in creating personalized retirement strategies for individuals, families, and professionals. They offer a range of services including wealth management, corporate retirement services, estate and business owner planning, and insu... Read More

Is Waypoint Partners a public company?

Waypoint Partners is private company therefore does not currently have an official ticker symbol

See more information about Waypoint Partners Employees