A team approach
Our people collaborate to deliver highly personalized service to you.
CFP®
Director of Portfolio Management
Director of Portfolio Management
CFA
Investment Analyst
Investment Analyst
CFA
Partner and Director of Research
Partner and Director of Research
CFA
Investment Analyst
Investment Analyst
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.
