Mero Capo

SVP Sr. Retirement Investment Consultant

Role
SVP Sr Retirement Investment Consultant at American Trust Wealth
Location
Pittsburgh, PA, US
LinkedIn followers
500 followers

About Mero Capo

Why do I do what I do? Because I believe that plan sponsors deserve to feel confident…

Experience

  1. SVP Sr Retirement Investment Consultant

    American Trust Wealth

    Jul 2025 — Present · Pittsburgh, PA, US

Education

  • Washington and Jefferson College

    B.A.

    1984 — 1988

  • Duquesne University

    MBA

    1991 — 1993

Skills

  • Qualified Retirement Plans
  • Employee Benefits
  • Investments
  • Retirement Planning
  • Insurance
  • Estate Planning
  • Portfolio Management
  • Executive Pay
  • Mutual Funds
  • Financial Analysis
  • Asset Management
  • Series 63
  • Banking
  • Wealth Management
  • Investment Advisory
  • Series 7
  • 401k
  • Financial Advisory
  • Strategic Financial Planning
  • Retirement

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Mero Capo — SVP Sr Retirement Investment Consultant at American Trust Wealth in Pittsburgh, PA, US | Unifers