Jane Newton directly advises individuals and families to help them achieve their financial and personal objectives. 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 challenges and opportunities presented by employer stock-related compensation, Jane recommends strategies to help grow assets, 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 joined RegentAtlantic in 2005. Her clients benefit from her 17 years of prior experience on Wall Street in J.P. Morgan’s investment banking and private banking groups. Jane has been quoted and profiled in a number of publications, including the Wall Street Journal, Fortune, and TheStreet.com.
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 conceived and founded the Wall Street Women Forum® in 2010 to help high-level women on Wall Street advance their careers. Forum events, which are by invitation only, bring together experienced women across all sectors of the industry to address their career challenges and opportunities in a rapidly changing industry landscape and to foster strategic networking to further their professional success.