Our most important asset is our people.
Work with a team dedicated to your success.
Our people are at the core of our client relationships. Needless to say, we believe that we choose the very best. Everyone at RegentAtlantic – from our accredited wealth management professionals to our client services personnel – shares a commitment to our highest priority: You, the client.
Benefit from our collaborative, independent culture.
We enjoy sharing our insights and specialized expertise in a collegial, collaborative atmosphere of open communication, mutual trust and respect. Our independence allows every CERTIFIED FINANCIAL PLANNER™ professional to provide unbiased advice, tailored to your unique circumstances.
Cynthia Aiken
Wealth Advisor
Greg Allison
Director of Portfolio Management
Lisa Bauch
J. Brent Beene
Managing Partner and Wealth Advisor
Barbara Bilello
Jeffrey T. Boyer
Partner and Wealth Advisor
Charlotte Caporrino
Client Relationship Specialist
James J. Ciprich
Wealth Advisor
Christopher J. Cordaro
Managing Partner and Chief Investment Officer
Alex Coriddi
Wealth Advisor
Melody Dalrymple
Lesley Draper
Wealth Advisor
Nicole Fresella
Joseph Gazdalski
Matt Holden
Investment Analyst
Tyrel Holston
Andy Kapyrin
Partner and Director of Research
Brian Kazanchy
Managing Partner and Wealth Advisor
Jerry Korey
Analyst
Laurie Lutz
Matt Masterson
Wealth Advisor
Philip Metz
Matt Mignon
Analyst
Jane Newton
Managing Partner and Wealth Advisor
Chadderdon O’Brien
Wealth Advisor
Jennifer E. Papadopolo
Managing Partner and Chief Operating Officer
Michael Pappachristou
Wealth Advisor
Arlene Pitch
Lucille Plumstead
Kathleen Rabiecki
Megana Reddy
James W. Reilly
Partner and Wealth Advisor
Abigail Rosen
Wealth Advisor
Paula Santin
Client Relationship Specialist
Susan Schindler
Director of Administration
Rebecca Sell
Client Relationship Specialist
Peter Sikorski
Bryan Smalley
Wealth Advisor
James R. Sonneborn
Partner and Wealth Advisor
George Stapleton
Michael R. Steiner
Managing Partner and Wealth Advisor
Alexander Steiner
Investment Analyst
Enrique Torres
Director of Operations
Erika Tremper
William Vaughan
Jennifer Veenhuizen
Client Relationship Specialist
Melissa Weisz
Wealth Advisor