November 15, 2018, Thursday: Michael Steiner Speaking at Private Wealth Tri-State Forum
Michael Steiner will speak as part of a panel at the Private Wealth Tri-State Forum. The panel's topic will be, "The Future of Wealth Management."
November 7, 2018, Wednesday: Chris Cordaro and Jim Sonneborn speaking at Investment Forum for Foundations and Endowments
Chris Cordaro and Jim Sonneborn will speak at the 2018 Investment Forum for Foundations and Endowments, presented by the Council of New Jersey Grantmakers.
November 6, 2018, Tuesday: Abby Rosen speaking at Kemmerer Library, Harding
Abby Rosen will be speaking at the Kemmerer Library in Harding.
October 18, 2018, Thursday: Jim Sonneborn and Lesley Draper speaking at Morristown Chamber of Commerce
Jim Sonneborn and Lesley Draper will be speaking at the Morristown Chamber of Commerce. They will be discussing Planned Giving.
September 30, 2018, Sunday: Lesley Draper and Matt Masterson speaking at First Congregational Church of Westfield
Lesley Draper and Matt Masterson will be speaking at the First Congregational Church of Westfield. Their topic will be Tax Reform and Charitable Giving.
RegentAtlantic recognized by The Financial Times as one of the top 300 Independent Registered Investment Advisers of 2018
We are proud to announce that The Financial Times (FT) recognized RegentAtlantic as one of the top 300 Independent Registered Investment Advisers (RIA) of 2018. This fifth edition of the FT 300 assesses registered investment…
September 26, 2018, Wednesday: Jim Ciprich speaking at Crane’s Mill at West Caldwell
Jim Ciprich will be speaking at Crane's Mill at West Caldwell. He will be discussing Tax & Financial Planning for a Continuing Care Retirement Community.
RegentAtlantic recognized by InvestmentNews as one of the top 50 Best Places to Work for Financial Advisers
We are proud to announce that InvestmentNews recognized RegentAtlantic as one of the top 50 Best Places to Work for Financial Advisers. This new recognition program recognizes financial advisory firms that empower employees to provide clients…
August 15, 2018, Wednesday: Chris Cordaro on CNBC Closing Bell at 3:00 pm
Tune in to Chris Cordaro on on CNBC Closing Bell at 3:00 pm.
July 27, 2018, Friday: Andy Kapyrin on CNBC Closing Bell at 3:00 pm
Tune in to Andy Kapyrin on CNBC Closing Bell at 3:00 pm.
