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Jane Newton advises individuals and families to help them realize their financial and personal objectives. Drawing on her Wall Street background, Jane has a particular focus on the unique planning and investment needs of women on Wall Street, extending to their career and personal issues. Her expertise includes addressing the challenges of employer stock-related compensation and evaluating career options in the context of each client’s goals. Jane helps clients make sound, informed decisions to move toward their goals with well-designed investment portfolios and advice on critical planning needs and opportunities – all within each client’s compliance constraints. In 2010, Jane founded the RegentAtlantic Wall Street Women Forum™ for high-level women in the industry.
Jane joined RegentAtlantic in 2005. She has 17 years of prior experience on Wall Street in J.P. Morgan’s investment banking and private banking groups. Jane received a BA from Tufts University in Economics and an MBA from New York University’s Stern School of Business in Finance. She also holds the CERTIFIED FINANCIAL PLANNER™ certificate. A member of the Women’s Bond Club, 100 Women in Finance, and Stern Women in Business, Jane has been quoted and profiled in a number of publications, including The Wall Street Journal, Fortune and The New York Times.