As Director of Portfolio Management for RegentAtlantic Capital, Greg oversees the investment team's duties of portfolio rebalancing, mutual fund and equity research, maintaining the firm's portfolio management software, and new client portfolio implementation. Additionally, Greg is focused on RegentAtlantic's Global Disciplined Equity Portfolio where he oversees portfolio optimization and technology development. He also sits on Regent Atlantic's Investment Committee. He brings over 6 years of experience in portfolio management and financial planning. Greg earned a BS in Personal Financial Planning from Texas Tech University in 2002 and holds the CERTIFIED FINANCIAL PLANNER™ designation and Series 7 & 65 licenses. Texas Tech is considered to have the premier financial planning program in the country and is the only university in the United States to offer undergraduate, graduate and doctoral degrees in Personal Financial Planning registered with the Certified Financial Planner Board of Standards. He has recently passed the Level 1 exam for the Chartered Financial Analyst designation and is a preparing for the Level 2 exam. Greg is also a member of the Financial Planning Association.

Andy, a member of RegentAtlantic's Investment Committee, is responsible for researching and analyzing valuations and market conditions, which inform RegentAtlantic's asset allocation. As a member of the firm's investment team, Andy is responsible for monitoring and rebalancing client portfolios. Andy is focused on the firm's bond holdings, and is responsible for trading, analyzing and managing risk of clients' corporate and municipal bond holdings. In 2006 Andy graduated with a BA in Economics and Political Science from Drew University and is a Chartered Financial Analyst Charterholder, as well as a member of the New York Society of Securities Analysts. In 2011, Andy began serving as an advisor to the Investment Committee of Drew University, which manages that institution’s endowment fund. Andy was made partner at RegentAtlantic in 2010, just two short years after joining the firm.

As a Portfolio Analyst, Kyle is responsible for the rebalancing of client portfolios and optimization of client GDEP holdings. He also serves on the Investment Committee, analyzing the US Small Cap and International Small Cap asset classes. Kyle graduated from Florida State University with a BS in Physics and Philosophy, and spent a summer studying abroad in Florence, Italy. He has also received his Master of Quantitative Finance from Rutgers Business School.