Jane Newton advises a breadth of individuals and families, and works with them to address their unique financial and personal objective. Drawing on her Wall Street background, Jane has a particular focus on the unique planning and investment needs of women on Wall Street, extending to their career and personal issues. In addition to helping her clients address the issues concerning employer stock-related compensation, Jane recommends strategies to minimize income and estate taxes, and manage risks. Her expertise includes evaluating career options in light of each client’s goals. The Firm has experience adapting its processes to handle compliance constraints imposed by clients’ employers. Jane founded the Wall Street Women Forum® for high-level women in the industry. Jane has been quoted and profiled in a number of publications, including The Wall Street Journal, Fortune, and TheStreet.com.
Jane joined RegentAtlantic in 2005, and has 17 years of prior experience on Wall Street in J.P. Morgan's investment banking and private banking groups. Jane received a BA from Tufts University in Economics and an MBA from New York University's Stern School of Business in Finance. She also holds the CERTIFIED FINANCIAL PLANNER™ designation. Jane is a member of the Women’s Bond Club, 85 Broads, and the Stern Women in Business, and she has been quoted and profiled in a number of publications, including the Wall Street Journal, Fortune, and the New York Times.