Before establishing East Coast Wealth Management, Inc. as a Registered Investment Adviser, Robert Mastrandrea began his career with Grant Thornton, an international certified public accounting firm. Over the next 17 years, he served as a Director of the Investment Banking firms of Prudential Securities, Donaldson, Lufkin and Jenrette Securities Corporation, ING Financial Services, and as Managing Director of Bear Stearns and Company in New York City.
East Coast Wealth Management utilizes the tax counsel and tax planning services of Philip Mastrandrea, CPA, who has over 40 years of experience in taxation, including individuals, estate and gift tax returns, S Corporations and LLCs, LLPs, general partnerships, pension and profit sharing plans including IRAs, defined benefit and contribution plans. He also has 35 years of experience in IRS and state audit and examinations. Philip Mastrandrea is not affiliated with East Coast Wealth Management, Inc.
Gregory is an investment adviser who is skilled in investment analysis and portfolio construction. He has a Bachelor’s degree in Finance from Seton Hall University and holds the Series 65 designation (Uniform Investment Adviser). Gregory is fluent in Spanish and is primarily responsible for developing business in southwest Florida and other southeastern states.
Arianna is responsible for client administration, marketing, information technology, and maintenance of the Firm’s website. She has a Bachelor’s degree in Advertising and Marketing from Pace University.