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As a Financial Advisor, Lesley is responsible for managing client relationships and coordinating all aspects of client service for the team. She is a member of the Financial Planning Committee and Chair of the Estate Planning Subcommittee. Prior to joining RegentAtlantic, Lesley was a Vice President in the Private Bank at Citigroup focusing on relationship management and business development. Prior to her tenure at Citigroup, she spent 11 years at U.S. Trust Company in the Financial Planning and Family Wealth departments providing financial, estate and investment planning advice to high-net worth individuals, corporate executives and multi-generational families. Lesley received her BS from Purdue University in West Lafayette, Indiana. She is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Trust and Financial Advisor (CTFA) and has taught at the Institute of Certified Bankers Graduate Trust School held at Northwestern University.
As a Financial Advisor, Eric is responsible for managing client relationships and coordinating all aspects of client service for the team. He serves on the firm's Investment Committee, Financial Planning Committee, and the Income Tax subcommittee. Eric graduated from the University of South Carolina with a Bachelor of Science in Business Administration with a concentration in Finance, and brings experience in operations working for a hedge fund in Randolph, NJ. Eric holds the CERTIFIED FINANCIAL PLANNER™ designation, and is currently preparing to sit for Level 2 of the Chartered Financial Analyst exam in June 2012.
As a Financial Advisor at RegentAtlantic, Amanda is responsible for managing client relationships, coordinating all aspects of client service for the team and conducting financial-based analyses that help clients achieve their financial goals. She currently is a member of the Financial Planning Committee, where she chairs the Retirement sub-committee and serves as a member of the Estate Planning sub-committee. Amanda graduated as the top graduate of the College of Human Sciences at Texas Tech University with a BS in Personal Financial Planning. She is a member of the Financial Planning Association of New Jersey and currently serves as a member of the Allied Professional Committee. Amanda is also currently serving as a member of the Texas Tech Personal Financial Planning Alumni Advisory Board. She holds the CERTIFIED FINANCIAL PLANNER™ designation, is a Certified Retirement Counselor®, and will be pursuing a Masters in Taxation from Fairleigh Dickinson University beginning in January 2012.
As a Financial Advisor, John is responsible for managing client relationships and coordinating all aspects of client service for the team. He currently serves on the firm's Investment Committee, covering the global fixed income and global large cap asset classes. He brings to RegentAtlantic almost two years of administration, compliance, and investment research experience working as an Associate with S.F. Ehrlich Associates. John is an honors graduate of Cornell University with a Bachelor of Science in Hotel and Restaurant Management with a focus in real estate finance, development, and asset management. John is a CERTIFIED FINANCIAL PLANNER™ certificant and is currently a Level 3 candidate for the Chartered Financial Analyst designation.
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