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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.

Leslie Amster

Director of Human Resources

J. Brent Beene

CFP®, MS
Partner, Chairman of the Board of Directors, and Wealth Advisor

Barbara Bilello

Partner and Wealth Advisor

Jeffrey T. Boyer

CFP®
Partner and Wealth Advisor

Kaitlyn Casamento

Client Relationship Specialist

Eric Chen

CFP®
Wealth Advisor
James J. Ciprich

James J. Ciprich

CFP®, MBA
Partner and Wealth Advisor

Janine Cirri

FPQP™
Client Relationship Specialist

Christopher J. Cordaro

CFA, MBA
Partner
Alex Coriddi

Alex Coriddi

CFP®
Wealth Advisor

Melody Dalrymple

Client Relationship Specialist

Jessica DiMarco

Client Relationship Specialist
Lesley Draper

Lesley A. Draper

CFP®, CTFA
Partner and Wealth Advisor

Jonathan Gulman

CFP®, CPA
Wealth Advisor

Jonathan J. Hochberg

MBA
Partner and Wealth Advisor
Matt Holden

Matt Holden

CFA
Associate Director

Shari Jacobs

Receptionist

Andy Kapyrin

CFA
Partner and Co-Chief Investment Officer

Oksana Kavka

FPQP™
Client Relationship Specialist

Brian Kazanchy

CFP®, CFA, MBA
Partner and Wealth Advisor

Michael Klinger

CFP®
Associate Wealth Advisor

Dilan Kluge

CFA
Associate Director
Gerald M. Korey

Jerry Korey

CFP®
Wealth Advisor

Kyle Kratochvil

Associate Wealth Advisor

Ryan Kung

Associate Wealth Advisor
Laurie Lutz

Laurie Lutz

Executive Team and Event Coordinator

James Madden

MBA
Wealth Advisor
Matt Masterson

Matt Masterson

CFP®, CPWA®
Partner, Chief Financial Planning Officer and Wealth Advisor
Philip Metz

Philip Metz

Client Relationship Specialist

Matt Mignon

CFP®, CIMA®
Wealth Advisor

Lisa Neira

CFP®
Wealth Advisor
Jane Newton

Jane P. Newton

CFP®, MBA
Partner and Wealth Advisor

Peter O’Neill

CFP®
Wealth Advisor

Chadderdon O’Brien

CFP®, FRM
Partner and 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

Rosa Peralta

Client Relationship Specialist

David Pettit

CFP®
Wealth Advisor

Chris Piccoli

CIMA®, CFP®
Wealth Advisor
Arlene Pitch

Arlene Pitch

Client Relationship Specialist

Paul Platkin

CFA
Partner and Co-Chief Investment Officer
Kathleen Rabiecki

Kathleen Rabiecki

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

Client Relationship Specialist
Susan Schindler

Susan Schindler

FPQP™
Director of Administration

Sagar Shah

CFA, MBA
Client Portfolio Manager

Bryan Smalley

CFP®
Wealth Advisor

James R. Sonneborn

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

Adrienne Sorensen

Client Relationship Specialist

David M. Spungen

Partner and Wealth Advisor
George Stapleton

George Stapleton

Partner and Chief Executive Officer
Michael R. Steiner

Michael R. Steiner

CFP®, CPA
Partner and Wealth Advisor

Eileen Stevens

CFP®
Associate Wealth Advisor

Michelle Tacconelli

Client Relationship Specialist

Erika Tremper

Data Management & Technology Specialist

William Vaughan

CFP®
Wealth Advisor

Jennifer Veenhuizen

FPQP™
Manager of Client Operations

Melissa Weisz

CFP®, CFA
Wealth Advisor
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