Introduction to Jane
How her own Wall Street background helps her clients.
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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 shows clients what’s possible to help them make sound, informed decisions to move toward their goals, with well-designed investment portfolios and advice on critical planning needs and opportunities – adapting as needed to a 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 in Finance from New York University’s Stern School of Business. She also holds the CERTIFIED FINANCIAL PLANNER™ certificate. A member of the Women’s Bond Club, 100 Women in Finance, NYU Stern Women in Business, and the Women’s Advisory Council of The New York Community Trust, Jane has been quoted and profiled in a number of publications, including The Wall Street Journal, Fortune and The New York Times.