Matt Holden

A team approach

Our people collaborate to deliver highly personalized service to you.

Greg Allison
Greg Allison
CFP®
Director of Portfolio Management
Andy Kapyrin
Andy Kapyrin
CFA
Partner and Director of Research
Alexander Steiner
Alexander Steiner
CFA
Investment Analyst

Team member name and title

Team member contact

Matt Holden is an Investment Analyst at RegentAtlantic. His responsibilities include conducting investment research and analysis for the Investment Committee and monitoring client portfolios for rebalancing opportunities. Matt graduated from the University of Richmond in 2012 with a BS in Business Administration and a concentration in Finance. He is currently working toward the Chartered Financial Analyst certification and has so far passed the first of three exams. Matt grew up and currently lives in Morristown, and enjoys golfing and watching sports in his free time.

Upcoming events

Team member insights