skip to Main Content
1 min read
Paula Santin 343 5x7

A team approach

Our people collaborate to deliver highly personalized service to you.

Greg Allison
Greg Allison
CFP®
Director of Portfolio Management
Matt Holden
Matt Holden
CFA
Investment Analyst
Andy Kapyrin
Andy Kapyrin
CFA
Partner and Co-Head of Investments
Alexander Steiner
Alexander Steiner
CFA
Investment Analyst

team member name and title

Team member contact

Paula has worked in the financial services industry, with an emphasis in banking, since 1997. Paula joined RegentAtlantic as a Business Administrator and within the year was promoted to Client Relationship Specialist. She brings to the team almost 20 years of operational experience related to account transfers, wire procedures, trading, and account reconciliation. She is the team’s liaison for the Firm’s various custodial relationships. Paula attended Rutgers University in New Brunswick, NJ.

Upcoming events

Team member insights

Back To Top