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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 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 professional to provide unbiased advice, tailored to your unique circumstances.

Greg Allison

Greg Allison

CFP®
Director of Portfolio Management

J. Brent Beene

CFP®, MS
Partner, Chief Culture Officer, and Wealth Advisor

Barbara Bilello

Wealth Advisor

Caroline Blake

Client Relationship Specialist

Jeffrey T. Boyer

CFP®
Partner and Wealth Advisor

Eric Chen

CFP®
Associate Wealth Advisor

James J. Ciprich

James J. Ciprich

CFP®, MBA
Partner and Wealth Advisor

Christopher J. Cordaro

CFP®, CFA, MBA
Partner, Chief Investment Officer and Wealth Advisor

Alex Coriddi

Alex Coriddi

CFP®
Wealth Advisor

Melody Dalrymple

Client Relationship Specialist

Lesley Draper

Lesley A. Draper

CFP®, CTFA
Partner and Wealth Advisor

Jonathan Gulman

CPA
Wealth Advisor

Jonathan J. Hochberg

MBA
Partner and Wealth Advisor

Matt Holden

Matt Holden

CFA
Investment Analyst

Tyrel Holston

Tyrel Holston

Chief Marketing Officer

Shari Jacobs

Receptionist

Andy Kapyrin

Andy Kapyrin

CFA
Partner and Co-Head of Investments

Oksana Kavka

Client Relationship Specialist

Brian Kazanchy

CFP®, CFA, MBA
Partner and Wealth Advisor

Dilan Kluge

Investment Analyst

Gerald M. Korey

Jerry Korey

CFP®
Wealth Advisor

Ian Kravitz

Investment Analyst

Laurie Lutz

Laurie Lutz

Executive Assistant

James Madden

MBA
Wealth Advisor

Matt Masterson

Matt Masterson

CFP®, CPWA®
Partner and Wealth Advisor

Philip Metz

Philip Metz

Client Relationship Specialist

Matt Mignon

CFP®, CIMA®
Wealth Advisor

Nate Nassif

Chief Talent Officer

Jane Newton

Jane P. Newton

CFP®, MBA
Partner and Wealth Advisor

Peter O’Neill

CFP®
Wealth Advisor

Chadderdon O’Brien

CFP®, FRM
Wealth Advisor

Jennifer E. Papadopolo

Jennifer E. Papadopolo

MBA, MS
Partner and Chief Operating Officer

Michael Pappachristou

CFP®
Wealth Advisor

Lawrence Pembroke

Client Relationship Specialist

David Pettit

CFP®
Associate Wealth Advisor

Chris Piccoli

CIMA®, CFP®
Wealth Advisor

Arlene Pitch

Arlene Pitch

Client Relationship Specialist

Paul Platkin

CFA
Partner and Co-Head of Investments

Kathleen Rabiecki

Kathleen Rabiecki

Client Relationship Specialist

Megana Reddy

Megana Reddy

Client Relationship Specialist

James W. Reilly

James W. Reilly

CFP®, MBA
Partner and Wealth Advisor

Abigail Rosen

CFP®, MS
Partner and Wealth Advisor

Paula A. Santin

FPQP™
Investment Operations Coordinator

Marion Satina-Ajaj

New York City Office Manager

Susan Schindler

Susan Schindler

FPQP™
Director of Administration

Rebecca Sell

FPQP™
Client Relationship Specialist

Peter Sikorski

CFP®
Associate Wealth Advisor

Bryan Smalley

CFP®
Wealth Advisor

James R. Sonneborn

CFP®, CFA, CDFA, MBA
Partner and Wealth Advisor

David M. Spungen

Partner and Wealth Advisor

George Stapleton

George Stapleton

Partner and Chief Executive Officer

Alexander Steiner

CFA
Investment Analyst

Michael R. Steiner

Michael R. Steiner

CFP®, CPA
Partner and Wealth Advisor

Eileen Stevens

CFP®
Associate Wealth Advisor

Michelle Tacconelli

Client Relationship Specialist

Tara Torzilli

Client Relationship Specialist

Erika Tremper

Data Management & Technology Specialist

William Vaughan

CFP®
Wealth Advisor

Jennifer Veenhuizen

FPQP™
Client Relationship Specialist

Melissa Weisz

CFP®, CFA
Wealth Advisor

Bob Wolfe

CFP®, CSLP®, EA
Associate Wealth Advisor