A team approach
Our people collaborate to deliver highly personalized service to you.
CFA
Partner and Co-Head of Investments
Partner and Co-Head of Investments
CFP®
Director of Portfolio Management
Director of Portfolio Management
CFA
Investment Analyst
Investment Analyst
FPQP™
Investment Operations Coordinator
Investment Operations Coordinator
Matt Holden
CFA
Investment Analyst
LinkedInMatt 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 a CFA Charterholder and a member of the CFA Society New York. Matt grew up and currently lives in Morristown, and enjoys golfing and watching sports in his free time.