Mark Meena Andraos
Portefeuillebeheerder-Aandelen bij Hudson Capital Management LLC
Profiel
Mr. Mark M.
Andraos is an Associate Portfolio Manager at Hudson Capital Management LLC.
He joined Regency Wealth Management in 2019 and brings more than seven years of industry expertise in the areas of private wealth management, investment research, manager due diligence, portfolio construction and trading operations.
Prior to joining Regency, Mark worked for a regional, NJ-based asset management firm.
His prior experience also includes roles in investment research, financial planning and investment due diligence at several NJ-based registered investment advisory firms.
He graduated with honors from the Rutgers Business School in New Brunswick, NJ in 2012 and has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 2015.
In August of 2019, he passed Level III of the Chartered Financial Analyst (CFA) exam and earned the right to become a CFA Charterholder.
Actieve functies van Mark Meena Andraos
| Bedrijven | Functie | Begin |
|---|---|---|
Hudson Capital Management LLC
 Hudson Capital Management LLC Investment ManagersFinance Hudson Capital Management LLC, dba Regency Wealth Management (Regency), is an independent registered investment advisor and wealth management firm headquartered in Ramsey, New Jersey. Founded in 2004, Regency provides Wealth Management, Investment Advisory, Financial Planning and Retirement Plan Consulting Services to individuals, high net worth individuals, corporate pension and profit-sharing plans, businesses, foundations, charitable organizations, and trusts. | Portefeuillebeheerder-Aandelen | 01-01-2019 |
Eerdere bekende functies van Mark Meena Andraos
| Bedrijven | Functie | Einde |
|---|---|---|
Heller Wealth Advisors LLC
 Heller Wealth Advisors LLC Investment ManagersFinance Heller Wealth Advisors LLC provides financial planning and investment management services. It offers financial planning on accumulated assets, current income and expenses, taxes, and insurance;, and investment management for financial needs and goals, cash flow requirements, tax implications, and wealth transfer strategies. The company is headquartered in Summit, NJ. | Corporate Officer/Principal | 01-03-2018 |
Prestige Wealth Management Group LLC
 Prestige Wealth Management Group LLC Investment ManagersFinance Prestige Wealth Management Group LLC (PWM) is an independent, SEC-registered investment advisor headquartered in Flemington, New Jersey. The firm was founded by Roy Williams in 1994. PWM serves the diverse financial needs of their clients who are executives, business owners, physicians, retirees, pre-retirees and their families. | Corporate Officer/Principal | 01-04-2014 |
Opleiding van Mark Meena Andraos
| Rutgers Business School | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Hudson Capital Management LLC
Hudson Capital Management LLC Investment ManagersFinance Hudson Capital Management LLC, dba Regency Wealth Management (Regency), is an independent registered investment advisor and wealth management firm headquartered in Ramsey, New Jersey. Founded in 2004, Regency provides Wealth Management, Investment Advisory, Financial Planning and Retirement Plan Consulting Services to individuals, high net worth individuals, corporate pension and profit-sharing plans, businesses, foundations, charitable organizations, and trusts. | Finance |
Heller Wealth Advisors LLC
Heller Wealth Advisors LLC Investment ManagersFinance Heller Wealth Advisors LLC provides financial planning and investment management services. It offers financial planning on accumulated assets, current income and expenses, taxes, and insurance;, and investment management for financial needs and goals, cash flow requirements, tax implications, and wealth transfer strategies. The company is headquartered in Summit, NJ. | Finance |
Prestige Wealth Management Group LLC
Prestige Wealth Management Group LLC Investment ManagersFinance Prestige Wealth Management Group LLC (PWM) is an independent, SEC-registered investment advisor headquartered in Flemington, New Jersey. The firm was founded by Roy Williams in 1994. PWM serves the diverse financial needs of their clients who are executives, business owners, physicians, retirees, pre-retirees and their families. | Finance |
