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A team approach

Our people collaborate to deliver highly personalized service to you.

James J. Ciprich
James J. Ciprich
CFP®, MBA
Partner and Wealth Advisor
Matt Mignon
CFP®, CIMA®
Wealth Advisor
Arlene Pitch
Arlene Pitch
Client Relationship Specialist
Bryan Smalley
CFP®
Wealth Advisor

Rosa Peralta

Client Relationship Specialist

As a Client Relationship Specialist, Rosa is responsible for supporting team members and providing direct support to clients in daily operations. She acts as a liaison for the custodians and handles new accounts for clients, account maintenance, and executing account transfers. Rosa joined RegentAtlantic in 2021 and initially served as a Team Assistant. She has previous experience in roles such as Executive Assistant and Administrative Assistant. She brings with her a background in customer service and business operations. Rosa graduated from Montclair State University with a BA in English.

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