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.
- All
- All
- Board of Managers
- Financial Planning Committee
- Financial Professionals
- Investment Committee
- Management Team
Leslie Amster
Director of Human Resources
J. Brent Beene
CFP®, MS
Partner, Chairman of the Board of Directors, and Wealth Advisor
Partner, Chairman of the Board of Directors, and Wealth Advisor
Barbara Bilello
Partner and Wealth Advisor
Jeffrey T. Boyer
CFP®
Partner and Wealth Advisor
Partner and Wealth Advisor
Kaitlyn Casamento
Client Relationship Specialist
Eric Chen
CFP®
Wealth Advisor
Wealth Advisor
James J. Ciprich
CFP®, MBA
Partner and Wealth Advisor
Partner and Wealth Advisor
Janine Cirri
Client Relationship Specialist
Christopher J. Cordaro
CFA, MBA
Partner
Partner
Alex Coriddi
CFP®
Wealth Advisor
Wealth Advisor
Melody Dalrymple
Client Relationship Specialist
Jessica DiMarco
Client Relationship Specialist
Lesley A. Draper
CFP®, CTFA
Partner and Wealth Advisor
Partner and Wealth Advisor
Jonathan Gulman
CFP®, CPA
Wealth Advisor
Wealth Advisor
Jonathan J. Hochberg
MBA
Partner and Wealth Advisor
Partner and Wealth Advisor
Matt Holden
CFA
Associate Director
Associate Director
Shari Jacobs
Receptionist
Andy Kapyrin
CFA
Partner and Co-Chief Investment Officer
Partner and Co-Chief Investment Officer
Oksana Kavka
Client Relationship Specialist
Brian Kazanchy
CFP®, CFA, MBA
Partner and Wealth Advisor
Partner and Wealth Advisor
Michael Klinger
CFP®
Associate Wealth Advisor
Associate Wealth Advisor
Dilan Kluge
CFA
Associate Director
Associate Director
Jerry Korey
CFP®
Wealth Advisor
Wealth Advisor
Kyle Kratochvil
Associate Wealth Advisor
Ryan Kung
Associate Wealth Advisor
Laurie Lutz
Executive Assistant
James Madden
MBA
Wealth Advisor
Wealth Advisor
Matt Masterson
CFP®, CPWA®
Partner, Chief Financial Planning Officer and Wealth Advisor
Partner, Chief Financial Planning Officer and Wealth Advisor
Philip Metz
Client Relationship Specialist
Matt Mignon
CFP®, CIMA®
Wealth Advisor
Wealth Advisor
Lisa Neira
CFP®
Wealth Advisor
Wealth Advisor
Jane P. Newton
CFP®, MBA
Partner and Wealth Advisor
Partner and Wealth Advisor
Peter O’Neill
CFP®
Wealth Advisor
Wealth Advisor
Chadderdon O’Brien
CFP®, FRM
Partner and Wealth Advisor
Partner and Wealth Advisor
Jennifer E. Papadopolo
MBA, MS
Partner and Chief Operating Officer
Partner and Chief Operating Officer
Michael Pappachristou
CFP®
Wealth Advisor
Wealth Advisor
Lawrence Pembroke
Client Relationship Specialist
Rosa Peralta
Team Assistant
David Pettit
CFP®
Wealth Advisor
Wealth Advisor
Chris Piccoli
CIMA®, CFP®
Wealth Advisor
Wealth Advisor
Arlene Pitch
Client Relationship Specialist
Paul Platkin
CFA
Partner and Co-Chief Investment Officer
Partner and Co-Chief Investment Officer
Kathleen Rabiecki
Client Relationship Specialist
James W. Reilly
CFP®, MBA
Partner and Wealth Advisor
Partner and Wealth Advisor
Abigail Rosen
CFP®, MS
Partner and Wealth Advisor
Partner and Wealth Advisor
Paula A. Santin
FPQP™
Investment Operations Coordinator
Investment Operations Coordinator
Marion Satina-Ajaj
Client Relationship Specialist
Susan Schindler
FPQP™
Director of Administration
Director of Administration
Sagar Shah
CFA, MBA
Client Portfolio Manager
Client Portfolio Manager
Bryan Smalley
CFP®
Wealth Advisor
Wealth Advisor
James R. Sonneborn
CFP®, CFA, CDFA, MBA
Partner and Wealth Advisor
Partner and Wealth Advisor
Adrienne Sorensen
Client Relationship Specialist
David M. Spungen
Partner and Wealth Advisor
George Stapleton
Partner and Chief Executive Officer
Michael R. Steiner
CFP®, CPA
Partner and Wealth Advisor
Partner and Wealth Advisor
Eileen Stevens
CFP®
Associate Wealth Advisor
Associate Wealth Advisor
Michelle Tacconelli
Client Relationship Specialist
Erika Tremper
Data Management & Technology Specialist
William Vaughan
CFP®
Wealth Advisor
Wealth Advisor
Jennifer Veenhuizen
FPQP™
Manager of Client Operations
Manager of Client Operations
Melissa Weisz
CFP®, CFA
Wealth Advisor
Wealth Advisor
Bob Wolfe
CFP®, CSLP®, EA
Associate Wealth Advisor
Associate Wealth Advisor