A team approach
Our people collaborate to deliver highly personalized service to you.
CFA
Associate Director
Associate Director
CFA
Partner and Co-Chief Investment Officer
Partner and Co-Chief Investment Officer
CFA, MBA
Client Portfolio Manager
Client Portfolio Manager
Partner and Chief Executive Officer
Paula A. Santin
FPQP™
Investment Operations Coordinator
LinkedInPaula has worked in the financial services industry, with an emphasis in banking, since 1997. Paula joined RegentAtlantic as a Business Administrator and within the year was promoted to Client Relationship Specialist. She brings to the team almost 20 years of operational experience related to account transfers, wire procedures, trading, and account reconciliation. She is the team’s liaison for the Firm’s various custodial relationships. Paula attended Rutgers University in New Brunswick, NJ.