Q2 2021 Investment OutlookRegentAtlantic Chief Investment Officer Chris Cordaro, Co-Head of Investments Andy Kapyrin, and Wealth Advisor Melissa Weisz share their market insights for Q2 and the potential opportunities ahead.
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 RegentAtlantic Investment OutlookRegentAtlantic Chief Investment Officer, Chris Cordaro, our Co-Heads of Investments, Paul Platkin and Andy Kapyrin, along with our Director of Portfolio Management, Greg Allison, and Wealth Advisor Melissa Weisz share their insights for 2021 and the possible opportunities ahead.
Partner and Co-Head of Investments
Andy is responsible for researching and analyzing valuations and market conditions, which help to inform RegentAtlantic’s asset allocation. A member of RegentAtlantic’s Investment Committee, Andy monitors and rebalances client portfolios. He is focused on the firm’s bond holdings, and is also responsible for trading, analyzing and helping to manage risk of clients’ corporate and municipal bond holdings. Andy produces on a quarterly basis the RegentAtlantic New Jersey Wealth Index (RANJWI), a proprietary index that measures the health of the wealth in New Jersey. Andy graduated with a BA in Economics and Political Science from Drew University, and is a Chartered Financial Analyst® Charterholder, and a member of the CFA Society New York. Andy was made partner at RegentAtlantic in 2010, just two years after joining the firm.