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Robert Mastrandrea, CPA
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.
Robert is a licensed Certified Public Accountant (CPA) and holds five securities licenses; Series 7 (Registered Representative), Series 63 (Uniform State Law), Series 24 (General Securities Principal), Series 27 (Financial and Operations Principal) and Series 65 (Uniform Investment Adviser). He is a member of the American Institute of CPAs. Robert also holds designations in the Life and Health insurance lines.
Robert earned a Masters Degree in Finance from St. John’s University in New York. He is a member of Beta Gamma Sigma, an honor society serving business programs accredited by AACSB International, the Association to Advance Collegiate Schools of Business. Membership in Beta Gamma Sigma is the highest recognition a business student anywhere in the world can receive in a business program accredited by AACSB International. Robert also graduated from Pace University in New York City with a Bachelors Degree in Accounting.
Philip Mastrandrea, CPA
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.
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