Jim has twenty five years of experience in managing investment portfolios and providing financial advice to individuals, families and charitable organizations in the New York metropolitan region.  As Wealth Manager, he helps clients identify and achieve their financial goals utilizing sophisticated planning tools and implementing globally diversified investment portfolios. In addition to working with a full range of client needs, Jim has a particular focus in working with individuals affected by divorce.  Jim helps to shape the firm's investing strategy as a member of RegentAtlantic's Investment Committee. Previously, Jim served as a Vice-President and Portfolio Manager with the US Trust Company of New York at their Florham Park office and held similar positions at Wachovia Bank, Chase Manhattan, SLH Asset Management and Mellon Bank. He has presented financial planning workshops for employees of a Fortune 500 company, provided pro bono financial counseling at area women's agencies and been quoted in numerous local and national media outlets on financial topics. Jim serves on the Board of Directors for the Estate Planning Council of Northern New Jersey, the New Jersey Collaborative Law Group and Jersey Battered Women's Service, where he chairs the Investment Committee.  Additionally, he is a past President of the Board of Trustees at The Red Oaks School and Treasurer and a member of the Board of Directors of Preschool Advantage.  Jim holds a BA in Business from Western State College of Colorado, an MBA in Finance from Drexel University and the CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst, and Certified Divorce Financial Analyst certifications.

As a Wealth Manager, Brent directly counsels individuals, foundations, and not-for-profits. Brent has been with RegentAtlantic since 2005 and serves on the firm's Management Committee. Prior to joining RegentAtlantic, Brent was with Wealth Builders, Inc. where he specialized in working with high net worth individuals and families. Brent is a CERTIFIED FINANCIAL PLANNER™ certificant and holds a BBA in Finance and an MS in Personal Financial Planning and Business Administration from Texas Tech University. Texas Tech is considered to have the premier financial planning program in the country. Brent was named to the 2011 list of 5 Star Wealth Managers by NJ Monthly. He is a Graduate Fellow of Leadership New Jersey and is extensively involved in the Financial Planning Association (FPA). He has been quoted in numerous financial publications. Brent and his wife live in Westfield and are active with The Seeing Eye, Inc. of Morristown. He is on the Board of the Optimist Club of Westfield and is also Chair of the Church Council for the Westfield United Methodist Church.

As Wealth Manager, Megan counsels and advises clients on wealth management issues to help them achieve their financial goals and objectives. While Megan works with a full range of client needs, she has a particular focus on women experiencing a life transition, such as the death of a family member or divorce. Megan joined RegentAtlantic in 2002 as an Analyst and implemented the firm's breakthrough portfolio rebalancing software. Megan holds a BA from St. Lawrence University as well as the CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst™ designations. Megan serves as a member of the Board of Trustees at Kent Place School. Megan has worked in the financial services industry since 1999, including positions with Scudder Kemper Investments and Jamison, Eaton and Wood.

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.

As an Analyst, Altan is responsible for preparing investment recommendations, conducting financial based analyses and assisting clients to achieve their financial goals.  Altan graduated with a BS in Financial Planning from the University of Illinois on a full academic scholarship through the Gates Millennium Scholars Program.  Altan graduated from Texas Tech University with a Master of Science in Personal Financial Planning. Texas Tech is considered to have the premier financial planning program in the country.  Before joining RegentAtlantic, Altan held internships with several Fortune 500 companies including the Research & Development Center for State Farm Insurance.  He was also awarded the Texas Tech President’s Congressional Scholarship, which allowed him the opportunity to work in the United States House of Representatives in Washington, DC.  Altan is currently pursuing the CERTIFIED FINANCIAL PLANNER™ certification and will sit for the exam in March 2012.

Charlotte brings more than ten years experience in the wealth management Industry. She works with other team members and directly with clients to address the operational needs of the team's clients. Charlotte is the team liaison for RegentAtlantic's custodian relationships to establish new accounts, transfer accounts and facilitate wire procedures. She has a Bachelor of Arts Degree from Kent State University.

As a Team Assistant, Elizabeth (Liz) is responsible for supporting two wealth management teams. In addition to completing various client related administrative tasks for the teams, she schedules and prepares annual reviews for clients, responds to any client requests, handles class action documentation, and participates in the quarterly reporting process. Liz joined RegentAtlantic in 2011, has worked in the financial industry since 2003, and brings a wealth of knowledge and experience to the firm.