RegentAtlantic Capital, LLC

Description

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 Unable to add this file. Please check that it is a valid photo. "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

Employee
Years
Job
Industry
Jason Shemtob Jason Shemtob San Francisco, California Details
Jason Shemtob's RegentAtlantic Capital, LLC Experience May 2012 - August 2012
Job Proxy Analyst at Glass, Lewis & Co.
Industry Financial Services
Experience
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

Margaret Prentice Margaret Prentice Greater New York City Area Details
Margaret Prentice's RegentAtlantic Capital, LLC Experience April 2011 - December 2011
Job Retired
Industry Financial Services
Experience
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

Altan Wuliji, MS, CFP® Altan Wuliji, MS, CFP® Chicago, Illinois Details
Altan Wuliji, MS, CFP®'s RegentAtlantic Capital, LLC Experience August 2011 - July 2013
Job Consultant, The Wealth Office™
Industry Investment Management
Experience
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

Dan Sciarretta, CFP® Dan Sciarretta, CFP® Chicago, Illinois Details
Dan Sciarretta, CFP®'s RegentAtlantic Capital, LLC Experience July 2012 - March 2015
Job Consultant at Altair Advisers
Industry Financial Services
Experience
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

Holly Goodman Holly Goodman Greater New York City Area Details
Holly Goodman's RegentAtlantic Capital, LLC Experience June 2012 - August 2012
Job Financial Analyst at Dun and Bradstreet
Industry Financial Services
Experience
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

Greg Allison Greg Allison Greater New York City Area Details
Greg Allison's RegentAtlantic Capital, LLC Experience Portfolio Research/TraderWealth Builders IncJune 2002 - May 2006
Job Director of Portfolio Management at RegentAtlantic Capital, LLC
Industry Financial Services
Experience
RegentAtlantic Capital, LLC   Portfolio Research/TraderWealth Builders IncJune 2002 - May 2006

Education
Texas Tech University   1997 — 2002
BS, Financial Planning

Joshua Stephen Katz Joshua Stephen Katz Greater Philadelphia Area Details
Joshua Stephen Katz's RegentAtlantic Capital, LLC Experience January 2000 - January 2002
Job Associate Research Scientist at The Dow Chemical Company
Industry Chemicals
Experience
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

Nicole Adler, JD, CFP ® Nicole Adler, JD, CFP ® Greater New York City Area Details
Nicole Adler, JD, CFP ®'s RegentAtlantic Capital, LLC Experience January 2010 - October 2010
Job Wealth Planning Strategist at Wells Fargo Private Bank
Industry Financial Services
Experience
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

Amy Babcock Amy Babcock Greater New York City Area Details
Amy Babcock's RegentAtlantic Capital, LLC Experience December 2011 - October 2014
Job Marketing Analyst, Media & Public Relations at Golub Capital
Industry Marketing and Advertising
Experience
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

Bill Knox Bill Knox Greater New York City Area Details
Bill Knox's RegentAtlantic Capital, LLC Experience January 1999 - December 2009
Job Wealth Manager Principal at RegentAtlantic Capital, LLC
Industry Financial Services
Experience
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

James Sonneborn, CFA, CFP®, CDFA James Sonneborn, CFA, CFP®, CDFA Greater New York City Area Details
James Sonneborn, CFA, CFP®, CDFA's RegentAtlantic Capital, LLC Experience January 2006 - Present
Job Wealth Manager at RegentAtlantic Capital, LLC
Industry Financial Services
Experience
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

John Zeltmann, CFP®, CFA John Zeltmann, CFP®, CFA Greater New York City Area Details
John Zeltmann, CFP®, CFA's RegentAtlantic Capital, LLC Experience November 2008 - Present
Job Wealth Advisor at RegentAtlantic
Industry Financial Services
Experience
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

Matthew Mozer, CFP® Matthew Mozer, CFP® Greater New York City Area Details
Matthew Mozer, CFP®'s RegentAtlantic Capital, LLC Experience January 2011 - October 2013
Job Wealth Planner, AVP at Wells Fargo Private Bank
Industry Financial Services
Experience
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

Derek Tharp, CFP® Derek Tharp, CFP® Cedar Rapids, Iowa Area Details
Derek Tharp, CFP®'s RegentAtlantic Capital, LLC Experience June 2012 - October 2012
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
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

Megan McConnell Brozowski, CFP®, CDFA™ Megan McConnell Brozowski, CFP®, CDFA™ Greater New York City Area Details
Megan McConnell Brozowski, CFP®, CDFA™'s RegentAtlantic Capital, LLC Experience September 2002 - September 2013
Job Wealth Advisor at Mariner Wealth Advisors
Industry Financial Services
Experience
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

Lauren Goldfarb, AIF® Lauren Goldfarb, AIF® Greater New York City Area Details
Lauren Goldfarb, AIF®'s RegentAtlantic Capital, LLC Experience September 2006 - May 2009
Job Vice President of Marketing at Newport Capital Group, LLC
Industry Financial Services
Experience
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

Ann Caruso, CFP® Ann Caruso, CFP® Greater New York City Area Details
Ann Caruso, CFP®'s RegentAtlantic Capital, LLC Experience 2009 - 2010
Job Wealth Management Advisor, CFP®, at Merrill Lynch
Industry Financial Services
Experience
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

Daniel Weitz Daniel Weitz Greater New York City Area Details
Daniel Weitz's RegentAtlantic Capital, LLC Experience June 2007 - January 2009
Job Financial Planner & Investment Advisor at Massey Quick & Co., LLC
Industry Financial Services
Experience
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

Michael Kanouse, CFP® Michael Kanouse, CFP® New York, New York Details
Michael Kanouse, CFP®'s RegentAtlantic Capital, LLC Experience September 2011 - December 2011
Job Analyst at Merrill Lynch
Industry Financial Services
Experience
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

Michael Kimmel, CFP® Michael Kimmel, CFP® Greater New York City Area Details
Michael Kimmel, CFP®'s RegentAtlantic Capital, LLC Experience February 2006 - March 2011
Job Wealth Manager at Wealthstream Advisors, Inc.
Industry Financial Services
Experience
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

Matthew Paz Matthew Paz Greater New York City Area Details
Matthew Paz's RegentAtlantic Capital, LLC Experience January 2006 - April 2007
Job 401(K) District Manager @ ADP
Industry Financial Services
Experience
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

James W. Reilly, CFP, MBA James W. Reilly, CFP, MBA Greater New York City Area Details
James W. Reilly, CFP, MBA's RegentAtlantic Capital, LLC Experience June 2001 - Present
Job Owner and Wealth Manager at RegentAtlantic Capital, LLC
Industry Financial Services
Experience
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

Stephen Kyle Wade Stephen Kyle Wade Atlanta, Georgia Details
Stephen Kyle Wade's RegentAtlantic Capital, LLC Experience March 2011 - July 2014
Job Consulting Group Analyst, Morgan Stanley
Industry Financial Services
Experience
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)

Samantha Meskin Samantha Meskin New York, New York Details
Samantha Meskin's RegentAtlantic Capital, LLC Experience May 2012 - July 2012
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Jane Newton Jane Newton Greater New York City Area Details
Jane Newton's RegentAtlantic Capital, LLC Experience September 2005 - Present
Job Partner and Wealth Advisor at RegentAtlantic
Industry Investment Management
Experience
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

Bryan Smalley Bryan Smalley Greater New York City Area Details
Bryan Smalley's RegentAtlantic Capital, LLC Experience May 2011 - September 2013
Job Wealth Advisor at RegentAtlantic
Industry Financial Services
Experience
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

James Ciprich, CFP®, MBA James Ciprich, CFP®, MBA Greater New York City Area Details
James Ciprich, CFP®, MBA's RegentAtlantic Capital, LLC Experience December 2010 - Present
Job Wealth Manager at RegentAtlantic Capital, LLC
Industry Financial Services
Experience
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

Taylor Thomas, CFP® Taylor Thomas, CFP® Greater New York City Area Details
Taylor Thomas, CFP®'s RegentAtlantic Capital, LLC Experience April 2012 - January 2013
Job Wealth Advisor at Round Table Wealth Management
Industry Investment Management
Experience
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

Eric Furey, CFP®, CFA Eric Furey, CFP®, CFA Greater New York City Area Details
Eric Furey, CFP®, CFA's RegentAtlantic Capital, LLC Experience November 2008 - Present
Job Financial Advisor and Financial Planning Committee CoChair at RegentAtlantic Capital, LLC
Industry Financial Services
Experience
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

Lesley Draper, CFP®, CTFA Lesley Draper, CFP®, CTFA Greater New York City Area Details
Lesley Draper, CFP®, CTFA's RegentAtlantic Capital, LLC Experience June 2009 - Present
Job Financial Advisor at RegentAtlantic Capital, LLC
Industry Financial Services
Experience
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

Aaron J. Argabright, CFP® Aaron J. Argabright, CFP® Mountain View, California Details
Aaron J. Argabright, CFP®'s RegentAtlantic Capital, LLC Experience June 2005 - September 2005
Job Vice President, Branch Office Manager
Industry Financial Services
Experience
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

Ashley Mojka, CFP® Ashley Mojka, CFP® Morristown, New Jersey Details
Ashley Mojka, CFP®'s RegentAtlantic Capital, LLC Experience May 2010 - April 2011
Job Foods and Nutrition Student
Industry Financial Services
Experience
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

Jennifer Papadopolo Jennifer Papadopolo Greater New York City Area Details
Jennifer Papadopolo's RegentAtlantic Capital, LLC Experience June 1994 - Present
Job Chief Operating Officer at RegentAtlantic Capital, LLC
Industry Financial Services
Experience
RegentAtlantic Capital, LLC   June 1994 - Present

Education
Seton Hall University

Jennifer Otner Jennifer Otner Greater New York City Area Details
Jennifer Otner's RegentAtlantic Capital, LLC Experience June 2005 - February 2008
Job Financial Services Professional
Industry Financial Services
Experience
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

John Prokop, CFP, CPA, CFA John Prokop, CFP, CPA, CFA Greater New York City Area Details
John Prokop, CFP, CPA, CFA's RegentAtlantic Capital, LLC Experience February 2001 - November 2011
Job Wealth Manager
Industry Financial Services
Experience
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

Kathleen Rabiecki Kathleen Rabiecki Greater New York City Area Details
Kathleen Rabiecki's RegentAtlantic Capital, LLC Experience April 2005 - Present
Job CSA at RegentAtlantic Capital, LLC
Industry Financial Services
Experience
RegentAtlantic Capital, LLC   April 2005 - Present
Merrill Lynch  June 1981 - June 1992

Education
Georgian Court University   1977 — 1981
BA, History

Lisa Cornacchia Lisa Cornacchia Greater New York City Area Details
Lisa Cornacchia's RegentAtlantic Capital, LLC Experience August 2008 - August 2009
Job Office Coordinator at CompoSecure
Industry Investment Management
Experience
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

Amanda Lott Amanda Lott Greater New York City Area Details
Amanda Lott's RegentAtlantic Capital, LLC Experience January 2009 - Present
Job Partner and Wealth Advisor at RegentAtlantic Capital, LLC
Industry Financial Services
Experience
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

Kieran Lade Kieran Lade Baltimore, Maryland Area Details
Kieran Lade's RegentAtlantic Capital, LLC Experience June 2008 - August 2008
Job PDM Medicaid Supervisor at CignaHealthSpring
Industry Insurance
Experience
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

Cristina Pfeifer Cristina Pfeifer Greater New York City Area Details
Cristina Pfeifer's RegentAtlantic Capital, LLC Experience 2006 - 2006
Job Writing and Editing Professional
Industry Writing and Editing
Experience
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

Anthony Buxton Anthony Buxton Washington D.C. Metro Area Details
Anthony Buxton's RegentAtlantic Capital, LLC Experience May 2012 - August 2012
Job Territory Manager at Techtronic Industries
Industry Retail
Experience
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