Regency Wealth Management

Mark M. Andraos CFA, CFP®, Partner & Wealth Advisor

Mark joined Regency Wealth Management in 2019 and brings more than twelve 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 where he developed and constructed an outsourced CIO platform, adopted nationally by six advisors resulting in $200 million of assets under management. His prior experience also includes roles in investment research, financial planning and investment due diligence at several NJ-based registered investment advisory firms.

Mark graduated with honors from the Rutgers Business School in New Brunswick, NJ in 2012 and has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 2015 and was awarded the Chartered Financial Analyst (CFA) professional designation in 2019. He serves as the Treasurer of the Board of Trustees for the Rutgers Business School Alumni Association and formerly served as a Trustee for the Greater New Jersey Estate Planning Council (GNJEPC). He has been quoted in The Wall Street Journal, the New York Post, US News and World Report, Yahoo! Finance, and Citywire RIA.

In his spare time, Mark enjoys hiking, traveling and the performing arts. An avid musician and multi-instrumentalist, he has had the opportunity to perform with numerous rock bands and symphony orchestras across the east coast including venues such as Carnegie Hall, Lincoln Center, and the Kimmel Center for the Performing Arts. Mark is a member of the Coptic Orthodox Church in Somerset County and currently resides in Chester, NJ with his wife Monika and their three children.

2025 Five Star Wealth Manager

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The Five Star Professional Wealth Manager Award is based on 10 objective criteria associated with providing services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2015-2025 Five Star Wealth Managers.  The award for 2025 was issued on 12/1/24 by Five Star Professional (FSP) for the time period 3/13/24 through 10/7/24. Prior award time periods and further details on the award criteria may be found here: www.regencywealth.com/disclosures/