Partner
Current
Jan 2024 - Present
AeroLeads people directory · profile
Mark Andraos, Cfa, Cfp® Email & Phone Number
Partner & Wealth Advisor | Regency Wealth Management
at
Regency Wealth Management
1 work email found
@regencywealth.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Partner & Wealth Advisor | Regency Wealth Management
Location
Chester, New Jersey, United States
Who is Mark Andraos, Cfa, Cfp®? Overview
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Quick answer
Mark Andraos, Cfa, Cfp® is listed as Partner & Wealth Advisor | Regency Wealth Management at Regency Wealth Management, based in Chester, New Jersey, United States. AeroLeads shows a work email signal at regencywealth.com and a matched LinkedIn profile for Mark Andraos, Cfa, Cfp®.
Mark Andraos, Cfa, Cfp® previously worked as Partner at Regency Wealth Management and Associate Portfolio Manager at Regency Wealth Management. Mark Andraos, Cfa, Cfp® holds B.S., Finance from Rutgers Business School.
Company email context
Email format at Regency Wealth Management
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*@regencywealth.com
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AeroLeads found 1 current-domain work email signal for Mark Andraos, Cfa, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Mark Andraos, Cfa, Cfp®
Experienced investment management professional with over ten years of financial services experience in the areas of private wealth management, investment research, manager due diligence, portfolio construction and trading operations.Graduate of the Rutgers Business School in New Brunswick, NJ with a B.S. (honors) in Finance. CFA Charterholder (2019); CFP® Practitioner (2015). Opinions, endorsements and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.
Current workplace
Mark Andraos, Cfa, Cfp®'s current company
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6 roles
Mark Andraos, Cfa, Cfp® work experience
A career timeline built from the work history available for this profile.
Associate Portfolio Manager
Jan 2019 - Jan 2024
Senior Associate, Investment Research
-Constructed and developed outsourced CIO platform resulting in adoption by six advisors nationally and approximately $200 million of assets under management-Provided written and verbal thought leadership on macroeconomic and fund-specific developments to advisors to facilitate client communications-Performed in-depth research across all major asset.
Apr 2018 - Dec 2018
Investment Research & Portfolio Analyst
Heller Wealth Advisors, Llc
Voting Member, Investment Policy Committee-Performed in-depth manager due diligence on hedge funds, alternative investments and traditional equity & fixed income investments-Sourced ongoing investment ideas and assess emerging hedge fund managers for addition onto firm’s investment platform-Led trading for firm’s $450M+ investment portfolio, responsible.
Apr 2014 - Mar 2018
Associate Financial Planner
Prestige Wealth Management Group
-Prepared and delivered comprehensive financial plans to clients through hands-on data gathering, development of current net worth and cash flows, asset reallocation, retirement, risk management and projected estate analysis for current and prospective high-net-worth families-Analyzed client data in order to design and develop financial plans to address.
Oct 2012 - Apr 2014
Project Manager & Operations Intern
Pine Grove Asset Management
- Led group of six administrators and consultants in implementing use of Salesforce.com CRM Enterprise-Reconciled quarter-ending financial statements valued to $440M+ in adherence to NFA regulatory compliance standards-Drafted written procedures and constructed compliance checklists for on-site reviews of NYC satellite office
Aug 2012 - Oct 2012
2 education records
Mark Andraos, Cfa, Cfp® education
B.S., Finance
Rutgers Business School
Graduate Certificate, Portfolio Management
New York University
FAQ
Frequently asked questions about Mark Andraos, Cfa, Cfp®
Quick answers generated from the profile data available on this page.
What company does Mark Andraos, Cfa, Cfp® work for?
Mark Andraos, Cfa, Cfp® works for Regency Wealth Management.
What is Mark Andraos, Cfa, Cfp®'s role at Regency Wealth Management?
Mark Andraos, Cfa, Cfp® is listed as Partner & Wealth Advisor | Regency Wealth Management at Regency Wealth Management.
What is Mark Andraos, Cfa, Cfp®'s email address?
AeroLeads has found 1 work email signal at @regencywealth.com for Mark Andraos, Cfa, Cfp® at Regency Wealth Management.
Where is Mark Andraos, Cfa, Cfp® based?
Mark Andraos, Cfa, Cfp® is based in Chester, New Jersey, United States while working with Regency Wealth Management.
What companies has Mark Andraos, Cfa, Cfp® worked for?
Mark Andraos, Cfa, Cfp® has worked for Regency Wealth Management, Fountainhead Advisors, Heller Wealth Advisors, Llc, Prestige Wealth Management Group, and Pine Grove Asset Management.
How can I contact Mark Andraos, Cfa, Cfp®?
You can use AeroLeads to view verified contact signals for Mark Andraos, Cfa, Cfp® at Regency Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Mark Andraos, Cfa, Cfp® attend?
Mark Andraos, Cfa, Cfp® holds B.S., Finance from Rutgers Business School.
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