A team approach
Our people collaborate to deliver highly personalized service to you.
CFA, MBA
Client Portfolio Manager
Client Portfolio Manager
CFA
Partner and Co-Chief Investment Officer
Partner and Co-Chief Investment Officer
Data Management & Technology Specialist
FPQP™
Investment Operations Coordinator
Investment Operations Coordinator
Matt Holden
CFA
Associate Director
LinkedInMatt Holden is an Associate Director, Investments 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.