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A team approach

Our people collaborate to deliver highly personalized service to you.

Matt Holden
Matt Holden
CFA
Associate Director
Andy Kapyrin
CFA
Partner and Co-Chief Investment Officer
Paul Platkin
CFA
Partner and Co-Chief Investment Officer
Paula A. Santin
FPQP™
Investment Operations Coordinator

Sagar Shah

CFA, MBA
Client Portfolio Manager

With more than a decade of financial services experience, Sagar Shah joined RegentAtlantic as Client Portfolio Manager. In this capacity, he is responsible for developing and communicating content for the Firm’s investment philosophy and interacts regularly with RegentAtlantic’s clients about their investment portfolios.

As a core member of the Investment Team, he plays an instrumental role for investment-related communications and analysis. Sagar previously held roles in equity research, healthcare finance, and treasury at large institutions.

Sagar graduated with a BS in Biology from The College of New Jersey and holds an MBA in Finance from Rutgers University. He is also a Chartered Financial Analyst® Charterholder and a member of the CFA Society of New York. He has been cited in numerous investment-related publications including Forbes Intelligent Investing.

In his free time, Sagar enjoys working out, outdoor activities, reading, and spending time with family and friends.

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