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
CFP®, MBA
Wealth Advisor
Wealth Advisor
Greg Allison
CFP®
Director of Portfolio Management
Director of Portfolio Management
Lisa Bauch
Marketing Associate
J. Brent Beene
CFP®, MS
Managing Partner and Wealth Advisor
Managing Partner and Wealth Advisor
Pamela Bergeron
Receptionist
Barbara Bilello
Wealth Advisor
Jeffrey T. Boyer
CFP®
Partner and Wealth Advisor
Partner and Wealth Advisor
Charlotte Caporrino
RP®
Client Relationship Specialist
Client Relationship Specialist
James J. Ciprich
CFP®, MBA
Wealth Advisor
Wealth Advisor
Christopher J. Cordaro
CFP®, CFA, MBA
Managing Partner, Chief Executive Officer, and Chief Investment Officer
Managing Partner, Chief Executive Officer, and Chief Investment Officer
Alex Coriddi
CFP®
Analyst
Analyst
Melody Dalrymple
Client Relationship Specialist
Lesley Draper
CFP®, CTFA
Wealth Advisor
Wealth Advisor
Eric Furey
CFP®, CFA
Wealth Advisor
Wealth Advisor
Joseph Gazdalski
Senior Business Development Officer
Matt Holden
Investment Analyst
Tyrel Holston
Director of Marketing
Andy Kapyrin
CFA
Partner and Director of Research
Partner and Director of Research
Brian Kazanchy
CFP®, CFA, MBA
Managing Partner and Wealth Advisor
Managing Partner and Wealth Advisor
Gerald M. Korey
CFP®
Analyst
Analyst
Laurie Lutz
Executive Assistant
Matt Masterson
CFP®
Wealth Advisor
Wealth Advisor
Philip Metz
Client Relationship Specialist
Matt Mignon
CFP®
Analyst
Analyst
Jesse Milde
Client Relationship Specialist
Anna Miranda
J.D.
Director of Operations
Director of Operations
Jane Newton
CFP®, MBA
Managing Partner and Wealth Advisor
Managing Partner and Wealth Advisor
Chadderdon O’Brien
CFP®, FRM
Wealth Advisor
Wealth Advisor
Jack O’Donnell
Analyst
Jennifer E. Papadopolo
MBA, MS
Managing Partner and Chief Operating Officer
Managing Partner and Chief Operating Officer
Michael Pappachristou
CFP®
Analyst
Analyst
Arlene Pitch
Client Relationship Specialist
Lucille Plumstead
Executive Assistant
Kathleen Rabiecki
Client Relationship Specialist
Megana Reddy
Client Relationship Specialist
James W. Reilly
CFP®, MBA
Partner and Wealth Advisor
Partner and Wealth Advisor
Abigail Rosen
CFP®, MS
Wealth Advisor
Wealth Advisor
Paula Santin
RP®
Client Relationship Specialist
Client Relationship Specialist
Susan Schindler
RP®
Director of Administration
Director of Administration
Rebecca Sell
Client Relationship Specialist
Carolyn Simon
MBA
Wealth Strategist
Wealth Strategist
Bryan Smalley
CFP®
Wealth Advisor
Wealth Advisor
James R. Sonneborn
CFP®, CFA, CDFA, MBA
Partner and Wealth Advisor
Partner and Wealth Advisor
Michael R. Steiner
CFP®, CPA
Managing Partner and Wealth Advisor
Managing Partner and Wealth Advisor
Alexander Steiner
CFA
Investment Analyst
Investment Analyst
William Vaughan
Analyst
Jennifer Veenhuizen
RP®
Team Assistant
Team Assistant
Alicia Wall
Analyst
Melissa Weisz
CFP®, CFA
Wealth Advisor
Wealth Advisor
