Mark Andraos Email & Phone Number
Partner @ Regency Wealth Management
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Mark Andraos Location
- Chester, NJ, US
Mark Andraos Work
- 2024 -now Partner @
- 2019 -2024 Associate Portfolio Manager @
- 2018 -2018 Senior Associate, Investment Research @
- 2014 -2018 Investment Research and Portfolio Analyst @ Heller Wealth Advisors, LLC
- 2012 -2014 Associate Financial Planner @ Prestige Wealth Management Group
- 2012 -2012 Project Manager and Operations Intern @ Pine Grove Asset Management
Mark Andraos Education
- New York University
Graduate Certificate (Portfolio Management)
2011-2012 - Rutgers Business School
B.S. (Finance)
2012
Mark Andraos Skills
- Portfolio Management
- Finance
- Analysis
- Mutual Funds
- Asset Allocation
- Alternative Investments
- Hedge Funds
- Financial Analysis
- Team Leadership
- Retirement Planning
- Strategic Financial Planning
- Securities Regulation
- Security Analysis
- Morningstar Office
- Securities Analysis
- FactSet
- Zephyr Style Advisor
- Structured Finance
- Due Diligence
- Investment Management
- Etfs
- Microsoft Excel
- Investments
- Research
- Microsoft Word
- Equity Valuation
- Financial Modeling
- Financial Planning
- Microsoft Office
Mark Andraos Summary
- Mark Andraos, based in Chester, NJ, US, is currently a Partner at Regency Wealth Management. Mark Andraos brings experience from previous roles at Regency Wealth Management, Fountainhead Advisors, Heller Wealth Advisors, LLC and Prestige Wealth Management Group. Mark Andraos holds a 2011 - 2012 Graduate Certificate in Portfolio Management @ New York University. With a robust skill set that includes Portfolio Management, Finance, Analysis, Mutual Funds, Asset Allocation and more. Mark Andraos has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Regency Wealth Management Employees
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Andrew Aran
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Midland Park, NJ, US
Mark Andraos
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Scott Drown
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Christine Greco
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