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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

Cynthia Aiken

CFP®, MBA
Wealth Advisor
Greg Allison

Greg Allison

CFP®
Director of Portfolio Management
Lisa Bauch

Lisa Bauch

Marketing Associate
J. Brent Beene

J. Brent Beene

CFP®, MS
Managing Partner and Wealth Advisor
Pamela Bergeron

Pamela Bergeron

Receptionist
Barbara Bilello

Barbara Bilello

Wealth Advisor
Jeffrey T. Boyer

Jeffrey T. Boyer

CFP®
Partner and Wealth Advisor
Charlotte Caporrino

Charlotte Caporrino

RP®
Client Relationship Specialist
James J. Ciprich

James J. Ciprich

CFP®, MBA
Wealth Advisor
Christopher J. Cordaro

Christopher J. Cordaro

CFP®, CFA, MBA
Managing Partner and Chief Investment Officer
Alex Coriddi

Alex Coriddi

CFP®
Analyst
Melody Dalrymple

Melody Dalrymple

Client Relationship Specialist
Lesley Draper

Lesley Draper

CFP®, CTFA
Wealth Advisor
Eric Furey

Eric Furey

CFP®, CFA
Wealth Advisor
Joseph Gazdalski

Joseph Gazdalski

Senior Business Development Officer
Matt Holden

Matt Holden

CFA
Investment Analyst
Tyrel Holston

Tyrel Holston

Director of Marketing
Andy Kapyrin

Andy Kapyrin

CFA
Partner and Director of Research
Brian Kazanchy

Brian Kazanchy

CFP®, CFA, MBA
Managing Partner and Wealth Advisor
Gerald M. Korey

Gerald M. Korey

CFP®
Analyst
Laurie Lutz

Laurie Lutz

Executive Assistant
Matt Masterson

Matt Masterson

CFP®
Wealth Advisor
Philip Metz

Philip Metz

Client Relationship Specialist
Matt Mignon

Matt Mignon

CFP®
Analyst
Anna Miranda

Anna Miranda

J.D.
Director of Operations
Jane Newton

Jane Newton

CFP®, MBA
Managing Partner and Wealth Advisor
Chadderdon O’Brien

Chadderdon O’Brien

CFP®, FRMWealth Advisor
Jack O’Donnell
Jennifer E. Papadopolo

Jennifer E. Papadopolo

MBA, MS
Managing Partner and Chief Operating Officer
Michael Pappachristou
Arlene Pitch

Arlene Pitch

Client Relationship Specialist
Lucille Plumstead

Lucille Plumstead

Executive Assistant
Kathleen Rabiecki

Kathleen Rabiecki

Client Relationship Specialist
Megana Reddy

Megana Reddy

Client Relationship Specialist
James W. Reilly

James W. Reilly

CFP®, MBA
Partner and Wealth Advisor
Abigail Rosen

Abigail Rosen

CFP®, MS
Wealth Advisor
Paula Santin

Paula Santin

RP®
Client Relationship Specialist
Susan Schindler

Susan Schindler

RP®
Director of Administration
Rebecca Sell

Rebecca Sell

Client Relationship Specialist
Carolyn Simon

Carolyn Simon

MBA
Wealth Strategist
Bryan Smalley

Bryan Smalley

CFP®
Wealth Advisor
James R. Sonneborn

James R. Sonneborn

CFP®, CFA, CDFA, MBA
Partner and Wealth Advisor
Michael R. Steiner

Michael R. Steiner

CFP®, CPA
Managing Partner and Wealth Advisor
Alexander Steiner

Alexander Steiner

CFA
Investment Analyst
William Vaughan
Jennifer Veenhuizen

Jennifer Veenhuizen

RP®
Client Relationship Specialist
Melissa Weisz

Melissa Weisz

CFP®, CFA
Wealth Advisor
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