Mero Capo is a seasoned advisor with decades of experience guiding organizations and individuals toward long-term financial security. As Senior Vice President at American Trust Wealth, he specializes in retirement plan consulting, fiduciary guidance and investment strategy, helping employers strengthen plan governance and improve participant outcomes.
Mero’s consulting work spans ERISA-focused fiduciary oversight, 401(k) plan design, investment menu optimization and committee education—including Investment Policy Statement (IPS) development and ongoing plan reviews. In parallel, he serves individuals and families through Personal Wealth Management, designing tailored strategies in asset allocation, risk management, tax-efficient investing and retirement income planning. His approach is pragmatic and data-driven, with a consistent focus on simplifying complex decisions and empowering clients with clarity and confidence.
Committed to advancing industry best practices, Mero has been actively involved with the American Retirement Association (ARA) for 20+ years. He is a current member and past president of Retirement Advisors & Designers of America (RADA), reflecting his leadership and dedication to improving outcomes across the retirement advisory community.
Mero holds the Accredited Investment Fiduciary (AIF®) designation. He earned a B.A. in Accounting from Washington & Jefferson College and an MBA from Duquesne University, providing a strong foundation in financial analysis, governance and strategic planning.
Outside of work, Mero enjoys spending time and traveling with his family, golfing and being outdoors—doing all he can to stay young and energized.