A team approach
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CFP®
Director of Portfolio Management
Director of Portfolio Management
CFA
Partner and Director of Research
Partner and Director of Research
CFA
Investment Analyst
Investment Analyst
Matt Holden is an Investment Analyst at RegentAtlantic. His responsibilities include conducting investment research and analysis for the Investment Committee and monitoring client portfolios for rebalancing opportunities. Matt graduated from the University of Richmond in 2012 with a BS in Business Administration and a concentration in Finance. He is currently working toward the Chartered Financial Analyst certification and has so far passed the first of three exams. Matt grew up and currently lives in Morristown, and enjoys golfing and watching sports in his free time.
