Mero Capo Email & Phone Number
SVP Sr. Retirement Investment Consultant @ American Trust Wealth
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Mero Capo Location
- Pittsburgh, PA, US
Mero Capo Work
- SVP Sr. Retirement Investment Consultant @ (July 2025 - Present)
- Managing Director @ Pensionmark Retirement Group (December 1994 - June 2025)
- President @ APB Financial group, Ltd. (December 1994 - June 2011)
Mero Capo Education
- Duquesne University
MBA (Finance & Taxation)
1991-1993 - Duquesne University Palumbo Donahue School of Business
Master of Business Administration - MBA (Finance and Tax)
1991-1992 - Washington and Jefferson College
B.A. (Accounting)
1984-1988
Mero Capo Skills
- 401k
- Financial Advisory
- Series 7
- Qualified Retirement Plans
- Retirement Planning
- Retirement
- Mutual Funds
- Employee Benefits
- Investment Advisory
- Series 63
- Executive Pay
- Investments
- Insurance
- Asset Management
- Wealth Management
- Portfolio Management
- Strategic Financial Planning
- Financial Analysis
- Estate Planning
- Banking
- Advisory Services
- Advisory
- Financial Services
- Services
Mero Capo Summary
- Mero Capo, based in Pittsburgh, PA, US, is currently a SVP Sr. Retirement Investment Consultant at American Trust Wealth. Mero Capo brings experience from previous roles at Pensionmark Retirement Group and APB Financial group, Ltd.. Mero Capo holds a 1991 - 1993 MBA in Finance & Taxation @ Duquesne University. With a robust skill set that includes 401k, Financial Advisory, Series 7, Qualified Retirement Plans, Retirement Planning and more. Mero Capo has 1 emails and 3 mobile phone numbers on RocketReach.
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Others Named Mero Capo
Mero Capo
SVP Sr. Retirement Investment Consultant
Pittsburgh, PA, US
Top American Trust Wealth Employees
Mero Capo
SVP Sr. Retirement Investment Consultant
Pittsburgh, PA, US
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