RegentAtlantic Capital, LLC
Address: 1200 Mt Kemble Ave, Morristown, NJ 07960 Hours: Closed ⋅ Opens 8:30AM Fri Thursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (973) 425-8420 Appointments: regentatlantic.com: Category: Website: : : : Place name: : : Website: http://www.regentatlantic.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Thursdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 6 PM: 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of RegentAtlantic Posting publicly on the Web Write a review Reviews 1 Google review From RegentAtlantic "RegentAtlantic is a wealth management firm that integrates financial planning and investment management with your individual goals. A Registered Investment Advisor (RIA) since 1982, RegentAtlantic has offices in New Jersey and New York. We work with...More "RegentAtlantic is a wealth management firm that integrates financial planning and investment management with your individual goals. A Registered Investment Advisor (RIA) since 1982, RegentAtlantic has offices in New Jersey and New York. We work with individuals, families, businesses and nonprofit organizations."
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RegentAtlantic Capital, LLC Employees
Glass, Lewis & Co. September 2013 - Present
Jewish Helping Hands June 2013 - Present
FXCM January 2013 - May 2013
Golden Gate University August 2011 - May 2013
Merrill Lynch May 2012 - August 2012
RegentAtlantic Capital, LLC May 2012 - August 2012
Stratagem Partnering Inc. March 2012 - May 2012
AmeriCorps September 2010 - August 2011
Skills
CFA Level 1, Excel, Public Speaking, Microsoft Office, PowerPoint, Research, Microsoft Word, Data Analysis, Access, Team Leadership, Fundamental Analysis, Microsoft Excel, Chartered Financial..., Analysis, Leadership, Financial Analysis, Portfolio Management, Investments, Financial Modeling, Finance, Corporate Finance, Valuation, Accounting, Risk Management, Economics, Bloomberg, Time Management, Mergers & Acquisitions, Teamwork, Auditing, Financial Accounting, Budgets, Nonprofits, Forecasting, Financial Reporting, Strategic Planning, Business Analysis, Spanish, Teaching, Managerial Finance, Market Research, Management, Strategic Financial..., Program Management, Business Planning
Education
Golden Gate University 2011 — 2013
Masters, Investment Finance
Syracuse University 2006 — 2010
B.S. in Psychology, Psychology, Numerous Liberal Arts
Retired from a terrific 35 year career in financial services January 2012 - Present
RegentAtlantic Capital, LLC April 2011 - December 2011
RegentAtlantic Capital, LLC January 2002 - April 2011
CNA Insurance September 1975 - April 2001
Skills
Public Speaking, Marketing, Public Relations, Financial Advisory, Investment Management, Business Strategy, Entrepreneurship, Management, Event Planning, Wealth Management, Event Management, Customer Service, Social Networking, Business Development, Small Business, Insurance, Management Consulting, Coaching, Financial Planners, Human Resources, Retirement Planning, Non-profits, Leadership, Sales, Asset Allocation, Investment Strategies, Estate Planning, Investment Advisory, Strategic Financial..., Investments, Personal Financial..., Financial Planning, Nonprofits
Education
Fairleigh Dickinson University-Metropolitan Campus 1999 — 2001
Master of Business Administration (M.B.A.), Management
The University of Texas at Austin 1966 — 1968
Bachelor of Science, Education
Sam Houston State University 1964 — 1966
Huntsville High School 1960 — 1964
High school diploma
DiMeo Schneider & Associates November 2014 - Present
Balasa Dinverno Foltz LLC July 2013 - October 2014
RegentAtlantic Capital, LLC August 2011 - July 2013
United States House of Representatives January 2011 - May 2011
Education
Texas Tech University
Master of Science, Personal Financial Planning
University of Illinois at Urbana-Champaign
Bachelor of Science, Financial Planning
Altair Advisers March 2015 - Present
RegentAtlantic Capital, LLC July 2012 - March 2015
LPL Financial May 2011 - September 2011
Education
San Diego State University-California State University 2007 — 2012
Bachelor of Science (B.S.), Financial Planning and Services
La Trobe University 2010 — 2010
International Student Exchange Program, Financial Planning and Services
Dun and Bradstreet June 2014 - Present
CIBC June 2013 - August 2013
RegentAtlantic Capital, LLC June 2012 - August 2012
Deutsche Bank June 2011 - August 2011
Worth Publishers November 2010 - January 2011
Skills
Matlab, Stata, Microsoft Excel, PowerPoint, LaTeX, R, Microsoft Word, Econometrics, Bloomberg Terminal, Microsoft Office, Financial Modeling
Education
Princeton University 2012 — 2014
Master of Finance, Finance
The Johns Hopkins University 2009 — 2012
B.S., B.A., Applied Math and Statistics, Economics
Kent Place School 2000 — 2009
RegentAtlantic Capital, LLC Portfolio Research/TraderWealth Builders IncJune 2002 - May 2006
Education
Texas Tech University 1997 — 2002
BS, Financial Planning
The Dow Chemical Company July 2014 - Present
Dow Chemical September 2011 - June 2014
University of Pennsylvania September 2006 - September 2011
United States Soccer Federation April 1997 - December 2009
Massachusetts Institute of Technology (MIT) January 2004 - June 2006
RegentAtlantic Capital, LLC January 2000 - January 2002
Skills
Chemistry, Polymers, Science, Protein Chemistry, Biomaterials, Formulation Chemistry, Materials Science
Education
University of Pennsylvania 2006 — 2011
Ph.D., Bioengineering
Massachusetts Institute of Technology 2002 — 2006
S.B., Chemistry
Wells Fargo Private Bank October 2010 - Present
RegentAtlantic Capital, LLC January 2010 - October 2010
Wachovia Wealth Management May 2008 - February 2010
Geller & Co. June 2007 - October 2007
The MDE Group, Inc October 2000 - June 2007
Education
Rutgers University School of Law - Newark 2005 — 2009
JD, Law
Bucknell University 1995 — 1999
BA, Economics
The Mercersburg Academy
College Prep
Golub Capital January 2015 - Present
RegentAtlantic Capital, LLC December 2011 - October 2014
Gotta Dance Inc February 2010 - April 2012
Recorder Community Newspapers September 2009 - February 2010
Skills
Microsoft Office, Public Relations, Advertising, Illustrator, Public Speaking, PowerPoint, Event Planning, Social Media, Event Management, Social Media Marketing, Press Releases, Editing, Media Relations, Social Networking, Customer Service, Integrated Marketing, Marketing, Marketing Strategy, Brand Management
Education
Bloomsburg University of Pennsylvania 2005 — 2009
BA, Mass Communications
none - retired January 2010 - Present
RegentAtlantic Capital, LLC January 1999 - December 2009
Herold and Haines, P.A. September 1984 - January 1999
Neuberger Berman October 1993 - June 1996
Lowenstein Sandler PC July 1971 - August 1982
Skills
Risk Management, Financial Planners, Estate Planning, Wealth Management, Retirement Planning, Investment Advisory, Strategic Financial..., Estate Tax Planning, Portfolio Management, Asset Managment, Fixed Income, Trusts, Investment Management, Investment Strategies, Asset Allocation, Alternative Investments, Mutual Funds, Hedge Funds, Personal Financial...
Education
Harvard Law School 1967 — 1971
Doctor of Law (JD)
Wesleyan University 1961 — 1965
BA, philosophy
RegentAtlantic Capital, LLC January 2006 - Present
US Trust 2003 - 2006
Wachovia 1999 - 2002
Chase Manhattan Corporation 1992 - 1999
SLH Asset Management 1987 - 1990
Education
Drexel University - LeBow College of Business 1983 — 1985
MBA, Finance
Western State Colorado University 1980 — 1983
BA, Business
RegentAtlantic Capital, LLC November 2008 - Present
Education
CFA Institute 2010 — 2012
Chartered Financial Analyst Designation, Investments and Securities
Fairleigh Dickinson University 2007 — 2008
Certified Financial Planner® Program, Wealth Management
Cornell University 1998 — 2002
Bachelor of Science (B.S.), Hospitality Administration/Real Estate Finance
Wells Fargo Private Bank October 2013 - Present
RegentAtlantic Capital, LLC January 2011 - October 2013
RegentAtlantic Capital, LLC November 2009 - December 2010
Education
Fairleigh Dickinson University 2010 — 2011
Certification, Financial Planning
Lafayette College 2005 — 2009
Bachelor of Arts, Economics and Business
Robert W. Baird & Co. March 2014 - Present
Mote Wealth Management, LLC November 2012 - March 2014
NAPFA Genesis July 2012 - July 2013
RegentAtlantic Capital, LLC June 2012 - October 2012
Mote Wealth Management, LLC September 2011 - January 2012
NAPFA - Financial Planning Fundamentals Program October 2011 - October 2011
FPA - Residency Program October 2011 - October 2011
AEGON Americas August 2011 - September 2011
ING Financial Partners May 2011 - August 2011
Gelid LLC (DBA Tropical Sno) May 2009 - August 2011
Education
Kansas State University 2012 — 2016
Doctor of Philosophy (Ph.D.), Personal Financial Planning, 4.00
Iowa State University 2011 — 2012
MFCS, Family Financial Planning, 4.00
Iowa State University - College of Business 2008 — 2012
Bachelor of Science, Finance with Economics minor, 3.83
Mariner Wealth Advisors October 2015 - Present
PNC Wealth Management April 2014 - October 2015
RegentAtlantic Capital, LLC September 2002 - September 2013
Jamison, Eaton & Wood November 2000 - September 2002
Zurich Scudder Investments August 1999 - November 2000
Skills
Financial Analysis
Education
St. Lawrence University 1995 — 1999
B.A., Economics
Kent Place School 1991 — 1995
Newport Capital Group, LLC June 2009 - Present
RegentAtlantic Capital, LLC September 2006 - May 2009
Women's Fund of New Jersey January 2006 - July 2006
Skills
Marketing, Public Relations, Business Development, Retirement Planning, Mutual Funds, Wealth Management, Investments, 401k, Retirement, Sales, Salesforce.com, Marketing Strategy, Email Marketing
Education
Rutgers, The State University of New Jersey-Newark 2005 — 2007
BS, Marketing
Livingston High School 1993 — 1997
Merrill Lynch August 2010 - Present
RegentAtlantic Capital, LLC 2009 - 2010
BT Alex.Brown Securities Inc. 1995 - 1999
Lehman Brothers 1989 - 1995
First Interstate Bank, Ltd. 1984 - 1989
Morgan Guaranty Trust Co. 1980 - 1984
Skills
Asset Allocation, Series 7, Fixed Income, Wealth Management, Investments, Asset Managment, Portfolio Management, Finance, Securities, Equities, Mutual Funds, Financial Services, Strategic Financial..., Investment Strategies, Alternative Investments, Financial Planning
Education
University of Pennsylvania - The Wharton School 2008 — 2008
Certificate, Career Comeback Program
University of California, Los Angeles - The Anderson School of Management 1987 — 1989
MBA, Finance
Rutgers University-New Brunswick 1976 — 1980
BA, Business Administration
Massey Quick & Co., LLC January 2014 - Present
Massey Quick & Co., LLC January 2013 - December 2013
Massey Quick & Co., LLC March 2011 - December 2012
Level 3 Communications May 2010 - August 2010
RegentAtlantic Capital, LLC June 2007 - January 2009
Skills
Portfolio Management, Investments, Alternative Investments, Asset Allocation, Wealth Management, Investment Management, Hedge Funds
Education
Rutgers Business School 2009 — 2011
MBA, Finance
University of Maryland College Park 2004 — 2007
B.S., Psychology
Merrill Lynch April 2014 - Present
Mark Kanouse, Certified Public Accountant January 2013 - April 2014
Morgan Stanley Smith Barney April 2012 - September 2012
RegentAtlantic Capital, LLC September 2011 - December 2011
Fidelity Investments August 2010 - September 2011
Fidelity Investments June 2008 - August 2010
Plymouth Rock Assurance January 2006 - July 2006
Skills
Mutual Funds, Series 7, Investments, Retirement Planning, Outlook, Asset Allocation, Microsoft Office, Wealth Management, Fixed Income, Investment Strategies, Equities, Morningstar, ETFs, Financial Planning, Financial Analysis, Leadership, Insurance, IRAs, College Planning, Annuties, Money Guide Pro, Blogging, Writing Skills, Seminar Presentation, Equity Research, Internet, Siebel CRM, Microsoft Windows 8, Microsoft Windows 7, Microsoft Vista, Microsoft CRM, Series 66, Licensed Life Insurance..., QuickBooks, Cash Flow, Equity Trading, Charitable Trusts, GRATs, Tax Harvesting, Equity Research Analysis, Money Managers, Wealth Outlook, Salesforce.com, Employee Stock Options, Tax-advantaged..., Separately Managed...
Education
Northeastern University 2005 — 2008
B.S., Finance and Marketing
Fairleigh Dickenson University 2009 — 2010
CFP Certification, Financial Planning
University of Maryland College Park 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General
Wealthstream Advisors Inc. April 2012 - Present
Wealthstream Advisors April 2011 - March 2012
RegentAtlantic Capital, LLC February 2006 - March 2011
Education
University of Michigan 2001 — 2005
Bachelor of Arts
ADP August 2015 - Present
ADP June 2012 - August 2015
Dun & Bradstreet October 2011 - July 2012
Fujitsu Consulting August 2007 - July 2011
RegentAtlantic Capital, LLC January 2006 - April 2007
Skills
Financial Modeling, Retirement Planning, 401k, Asset Allocation, Microsoft Excel, Salesforce, Budgets, Analysis, Forecasting, Strategic Financial..., Financial Analysis, Risk Management, Mergers & Acquisitions, Process Improvement, Managerial Finance, SAP, Financial Reporting, Variance Analysis, Salesforce.com, Accounting, Financial Services, Business Analysis, Business Planning, Investments, Portfolio Management, Corporate Finance, Sarbanes-Oxley Act, Business Process..., Executive Management, Hyperion Enterprise, Due Diligence, Financial Planning
Education
Fairleigh Dickinson University 2002 — 2005
BS, Finance
RegentAtlantic Capital, LLC June 2001 - Present
Achieve Foundation of Maplewood & South Orange 2006 - 2010
Skills
Strategic Financial..., Wealth Management, Estate Planning, Charitable Gift Planning, Investment Strategies, Portfolio Management, Financial Risk...
Education
Baruch College, City University of New York (CUNY) 1994 — 1996
MBA, Finance
University of Notre Dame 1984 — 1988
BBA, Finance
Morgan Stanley May 2015 - Present
Merrill Lynch June 2014 - May 2015
RegentAtlantic Capital, LLC March 2011 - July 2014
Rutgers Business School September 2009 - May 2011
PSEG April 2010 - March 2011
UPS Supply Chain Solutions May 2008 - August 2009
Skills
Portfolio Management, Trading, Microsoft Excel, Bloomberg, Asset Management
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2011
M.Q.F., Quantitative Finance
Florida State University 2003 — 2007
B.S., Physics (Philosophy)
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Chairmont Group July 2012 - November 2012
RegentAtlantic Capital, LLC May 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, SugarCRM, CRM, PowerPoint, Conversational Spanish
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor's Degree, Finance
University of New South Wales
Exchange Student
Millburn High School 2006 — 2010
RegentAtlantic Capital, LLC September 2005 - Present
JP Morgan September 1981 - July 1998
Skills
Financial Services, Finance, Investment Banking, Management, Investments, Portfolio Management, Equities, Asset Management, Fixed Income, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, Finance
Tufts University 1977 — 1981
BA, Economics
RegentAtlantic October 2013 - Present
RegentAtlantic Capital, LLC May 2011 - September 2013
The Ohio State University July 2007 - April 2011
Summit Financial Strategies, Inc November 2010 - February 2011
Bowling Green State University 2006 - 2006
Skills
Performing Financial..., Providing 401(k)..., Strategic Financial..., Asset Management, Portfolio Management, Financial Planners, Management, Recruiting, Personal Finance, Microsoft Office, Microsoft Excel, Retirement Planning, Asset Allocation, Investment Management, Investments, Estate Planning, Wealth Management..., Financial Advisory, Mutual Funds, Public Speaking, Investment Strategies, Wealth Management
Education
Boston Institute of Finance 2010 — 2011
Certification, Financial Planning
Bowling Green State University 2005 — 2007
Master of Arts, College Student Personnel
University of Toledo 2001 — 2005
Bachelor of Arts, History
RegentAtlantic Capital, LLC December 2010 - Present
Fairleigh Dickinson University April 2007 - Present
RegentAtlantic Capital, LLC October 2007 - December 2010
USI Bertholon Rowland January 2005 - September 2007
New England Financial August 2002 - January 2005
Digital Club Network 2000 - 2003
Sony Music 1995 - 1997
EMI Music 1992 - 1992
Education
Rutgers Graduate School of Management 1995 — 1997
MBA, Finance
Rutgers College 1991 — 1995
BA, Economics
Middletown HS South
Round Table Wealth Management February 2013 - Present
RegentAtlantic Capital, LLC April 2012 - January 2013
HIGHLAND Financial Advisors, LLC October 2006 - April 2012
Ameriprise Financial April 2006 - October 2006
Skills
Retirement Planning, Wealth Management, Financial Planning, Investments, Estate Planning, Finance, Wealth, Mutual Funds, Investment Advisory, Asset Allocation
Education
New York University 2007 — 2009
CFP, Financial Planning
Ramapo College of New Jersey 2004 — 2007
B.S. Business, Finance
Ramapo High School
RegentAtlantic Capital, LLC November 2008 - Present
Magnet Investment Group June 2008 - October 2008
Education
University of South Carolina-Columbia 2005 — 2008
Bachelor of Science, Finance
RegentAtlantic Capital, LLC June 2009 - Present
Citi Private Bank October 2006 - December 2008
U.S. Trust Company 1996 - 2007
Education
Purdue University 1989 — 1993
Bachelor of Science
Northwestern University
ABA National Trust School
Fidelity Investments January 2013 - Present
Fidelity Investments January 2012 - January 2013
Fidelity Investments June 2009 - December 2011
UBS Wealth Management November 2007 - April 2009
Oxford Investment Partners September 2005 - October 2007
RegentAtlantic Capital, LLC June 2005 - September 2005
Education
Arizona State University 2006 — 2007
Professional, Accelerated Financial Planning Program
William Paterson University of New Jersey 2002 — 2004
BS in Business Administration, Finance and Economics
Mesa Community College 2000 — 2002
Associates of Business Administration, Business
Financial Focus, LLC September 2011 - December 2013
RegentAtlantic Capital, LLC May 2010 - April 2011
RegentAtlantic Capital, LLC November 2008 - April 2010
Skills
Financial Analysis, Financial Modeling, Asset Managment, Investment Strategies, Microsoft Office, Estate Planning, Wealth Management, Retirement Planning
Education
College of Saint Elizabeth 2013 — 2016
Bachelor of Science (BS), Foods and Nutrition
Wake Forest University 2004 — 2008
BS, Finance, French
American University of Paris 2007 — 2007
French
RegentAtlantic Capital, LLC June 1994 - Present
Education
Seton Hall University
The Bank of New York Mellon June 2008 - September 2011
RegentAtlantic Capital, LLC June 2005 - February 2008
Strategic Workforce Solutions April 2003 - January 2004
Unversity of Washington- School of Medicine April 2002 - January 2003
Accessor Capital Management June 1998 - February 2002
Skills
Asset Managment, Investments, Mutual Funds, Outlook, Fixed Income, Hedge Funds, Alternative Investments, Asset Allocation, Risk Management, Microsoft Excel, Investment Banking, Sales
Education
Northwestern University 1991 — 1995
BA, Environmental Science
The Tilson Financial Group, Inc. 2013 - Present
RegentAtlantic Capital, LLC February 2001 - November 2011
The Tilson Financial Group, Inc. 1994 - 2001
Federal Reserve Bank of New York 1992 - 1994
American International Group, Inc. 1989 - 1992
Ernst & Young 1987 - 1989
Skills
Certified Financial..., CPA, Chartered Financial..., Wealth Management, Asset Allocation, Retirement Planning, Investments, Investment Advisory, asset management, Investment Management, Portfolio Management, Personal Financial...
Education
New York University - Leonard N. Stern School of Business 1989 — 1991
MBA, Finance
Georgetown University 1983 — 1987
Bachelor of Science (BS), Accounting
Newark Academy 1979 — 1983
RegentAtlantic Capital, LLC April 2005 - Present
Merrill Lynch June 1981 - June 1992
Education
Georgian Court University 1977 — 1981
BA, History
CompoSecure January 2010 - May 2011
RegentAtlantic Capital, LLC August 2008 - August 2009
Snelling Staffing Services August 2005 - April 2008
Comcast Spotlight April 2003 - August 2005
Bank of New York Mellon September 1994 - April 1998
Citibank 1986 - 1993
Skills
Applicant Tracking..., Management, Leadership, Sales, Recruiting, Social Media, Banking, Human Resources, Customer Service, Social Networking, Equities
Education
American University
BA, School of International Service
RegentAtlantic Capital, LLC January 2009 - Present
Evensky & Katz May 2008 - December 2008
Stratford Consulting, LLC May 2007 - August 2007
Education
Fairleigh Dickinson University 2012 — 2014
Master of Science, Taxation
Texas Tech University 2005 — 2008
Bachelor of Science, Personal Financial Planning
Cigna-HealthSpring January 2015 - Present
Cigna-HealthSpring May 2010 - December 2014
Horizon Group USA July 2009 - February 2010
RegentAtlantic Capital, LLC June 2008 - August 2008
Phaidon Press December 2007 - January 2008
CMC Joist & Deck June 2007 - August 2007
Financial Executives International December 2006 - January 2007
Air BP June 2006 - August 2006
Skills
Research, Data Management, Data Analysis, PowerPoint, Social Media, Public Speaking, Project Management, Management
Education
Gettysburg College 2005 — 2009
BA, History
Huntington Learning Center July 2005 - October 2006
RegentAtlantic Capital, LLC 2006 - 2006
Skills
Proofreading
Education
William Paterson University of New Jersey 2007 — 2007
Writing/Editing/Literature
Kean University 2002 — 2005
B.A., English/Writing
Techtronic Industries September 2014 - Present
Techtronic Industries September 2013 - August 2014
The Language Resource Center at Harvard University June 2011 - May 2013
RegentAtlantic Capital, LLC May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Budgets, Public Speaking, Editing, Strategic Planning, Negotiation
Education
Harvard University 2009 — 2013
Bachelor of Arts (B.A.), Psychology
Blair Academy 2005 — 2009