Corporate Executives: Maximize Your 2021 Year-End Planning with Long-Term StrategiesRegentAtlantic Wealth Advisors Abby Rosen and Chad O’Brien, along with Co-Chief Investment Officer, Andy Kapyrin discuss important trends impacting corporate executives and what you should consider doing before year-end. They will share key tactics for managing company stocks and taxes, and an up-close look at the tools we use to create personalized strategies.
Stock & Tax Planning Strategies for Freshpet Employee StockholdersRegentAtlantic Partner and Wealth Advisor Abby Rosen and Co-Head of Investments Andy Kapyrin share insights on Freshpet’s stock performance and financial strategies that may help you take action on your concentrated position.
2021 Stock and Tax Planning Strategies for Corporate ExecutivesRegentAtlantic Director of Portfolio Management, Greg Allison, and Wealth Advisors Abby Rosen and Chad O’Brien discuss stock and tax planning strategies for corporate executives.
Partner and Wealth Advisor
Abigail (Abby) Rosen is a CERTIFIED FINANCIAL PLANNER™ professional with over ten years of experience in the financial industry. Prior to her career in finance, Abby was an officer in the United States Navy. Abby is responsible for managing client relationships and coordinating all aspects of client service for the team. Abby specializes in working with corporate executives to help them take full advantage of their available benefits, implement in respect to employer stock concentrations and manage their stock option strategies.
She graduated with a Bachelors of Arts from the College of the Holy Cross, and received a Master of Science in Financial Planning from Bentley University. She is the Treasurer of the New Jersey Psychological Association Foundation and Treasurer of the Harding Township Educational Foundation (HTEF).
Abby lives in Harding with her husband Steve and two children. She enjoys spending time traveling, hiking, camping, and exploring New Jersey with her family, and is a Brownie troop leader.