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A team approach

Our people collaborate to deliver highly personalized service to you.

Matt Masterson
Matt Masterson
Partner, Chief Financial Planning Officer and Wealth Advisor
Abigail Rosen
Partner and Wealth Advisor
Marion Satina-Ajaj
Client Relationship Specialist
William Vaughan
Wealth Advisor

Jessica DiMarco

Client Relationship Specialist

As a Client Relationship Specialist, Jessica is responsible for supporting team members and providing direct support to clients in daily operations. She acts as a liaison for the custodians and handles establishing new accounts for clients, account maintenance, and executing account transfers. Jessica joined RegentAtlantic in 2021 after having worked 3 years as a client services associate at an insurance and financial planning company.

Jessica graduated from Fordham University with bachelor’s degrees in Psychology and Social Work. She worked several years as an administrative professional for nonprofit agencies in Manhattan. Jessica lives in West Orange, NJ with her 9-year-old son.

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