Client Relationship Specialist
Kaitlyn joined RegentAtlantic as a Client Relationship Specialist and is responsible for supporting team members and addressing operational needs for clients. She works closely with the custodians and handles account opening, transfers, and account maintenance. Prior to joining RegentAtlantic, Kaitlyn worked as a Senior Portfolio Associate at an investment firm in Manhattan where she was responsible for account reconciliation, trade processing, and addressing client matters.
A Morris County native, Kaitlyn graduated from Rowan University and enjoys traveling, reading, and playing piano and guitar. She is passionate about philanthropy and has been involved in several volunteer projects, including building affordable housing in Guatemala and disaster relief in the aftermath of an EF5 tornado in Joplin, MO. She currently resides in Bridgewater with her husband and their Rottweiler-lab mix Zoey.