Andrew Mastro, CFA, CFP, CAIA
Founder & Financial Planner
Hi, I’m Andrew! Wrought Advisors was founded because you should have the option to work with a fee-only advisor, free from the conflicts of interest of old Wall Street. By implementing, the Wrought Roadmap, my proprietary financial planning process, I help my clients reduce taxes, invest, and make smart financial decisions so you feel confident in the choices you are making today and the plans you make for the future. I love what I do.
View Andrew’s Full Bio
The Professional Version
- Certified Financial Planner (CFP®)
- Chartered Financial Analyst (CFA)
- Chartered Alternative Investment Analyst
- CFA Society of Philadelphia
- Chamber of Commerce of Southern New Jersey
- Philadelphia Chapter of the CAIA Association
The Real Version
Why Financial Planning?
I’ve been interested in history, finance, and psychology since I was a kid growing up in Ocean City, New Jersey. After graduating from The College of New Jersey with honors, I began my financial services career in the alternative investment industry (private equity, hedge funds, and commercial real estate) first with Merrill Lynch Alternative Investments in Princeton, New York, and Boston and then with FS Investments based in Philadelphia. I grew tired of getting on airplanes for work and being away from my family so with the entrepreneurial spirit calling me I began my wealth management practice at Merrill Lynch and then I founded the independent and fee-only firm Wrought Advisors.
The Real Real Version
What is Andrew like outside of work?
I am married to my beautiful and patient wife and together we reside in Haddonfield, NJ with our two young daughters and Labrador Retriever. I enjoy traveling and sharing new experiences with my girls and coaching their sports teams. Giving back to my community is important to me so I am a member of the Rotary Club of Haddonfield where we support many local, regional, and even some international projects. With whatever free time is left to me I love to read, work on home improvement projects, jog with my dog, cycle, ski, and squeeze in the increasingly rare round of golf.
Lisa Carr
Client Associate
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View Lisa’s Full Bio
The Professional Version
- Certified Financial Planner (CFP®)
- Chartered Financial Analyst (CFA)
- Chartered Alternative Investment Analyst
- Certified Financial Planner (CFP®)
- Chartered Financial Analyst (CFA)
- Chartered Alternative Investment Analyst
The Real Version
Why Financial Planning?
I’ve been interested in history, finance, and psychology since I was a kid growing up in Ocean City, New Jersey. After graduating from The College of New Jersey with honors, I began my financial services career in the alternative investment industry (private equity, hedge funds, and commercial real estate) first with Merrill Lynch Alternative Investments in Princeton, New York, and Boston and then with FS Investments based in Philadelphia. I grew tired of getting on airplanes for work and being away from my family so with the entrepreneurial spirit calling me I began my wealth management practice at Merrill Lynch and then I founded the independent and fee-only firm Wrought Advisors.
The Real Real Version
What is Lisa like outside of work?
I am married to my beautiful and patient wife and together we reside in Haddonfield, NJ with our two young daughters and Labrador Retriever. I enjoy traveling and sharing new experiences with my girls and coaching their sports teams. Giving back to my community is important to me so I am a member of the Rotary Club of Haddonfield where we support many local, regional, and even some international projects. With whatever free time is left to me I love to read, work on home improvement projects, jog with my dog, cycle, ski, and squeeze in the increasingly rare round of golf.
Marc LaProcido
Financial Analyst
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View Marc’s Full Bio
The Professional Version
- Certified Financial Planner (CFP®)
- Chartered Financial Analyst (CFA)
- Chartered Alternative Investment Analyst
- Certified Financial Planner (CFP®)
- Chartered Financial Analyst (CFA)
- Chartered Alternative Investment Analyst
The Real Version
Why Financial Planning?
I’ve been interested in history, finance, and psychology since I was a kid growing up in Ocean City, New Jersey. After graduating from The College of New Jersey with honors, I began my financial services career in the alternative investment industry (private equity, hedge funds, and commercial real estate) first with Merrill Lynch Alternative Investments in Princeton, New York, and Boston and then with FS Investments based in Philadelphia. I grew tired of getting on airplanes for work and being away from my family so with the entrepreneurial spirit calling me I began my wealth management practice at Merrill Lynch and then I founded the independent and fee-only firm Wrought Advisors.
The Real Real Version
What is Marc like outside of work?
I am married to my beautiful and patient wife and together we reside in Haddonfield, NJ with our two young daughters and Labrador Retriever. I enjoy traveling and sharing new experiences with my girls and coaching their sports teams. Giving back to my community is important to me so I am a member of the Rotary Club of Haddonfield where we support many local, regional, and even some international projects. With whatever free time is left to me I love to read, work on home improvement projects, jog with my dog, cycle, ski, and squeeze in the increasingly rare round of golf.