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
SVP Sr Retirement Investment Consultant
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
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