Michael Steiner leads the Pharmaceutical Executive Services Group (PESG) at RegentAtlantic Capital, one of the country's largest independent wealth management firms. The firm has specialized in advising executives and senior researchers of pharmaceutical and biotechnology companies for nearly 25 years. PESG currently includes 20 professionals who work with clients located throughout the world including current and former employees of Merck, Novartis, Pfizer and Johnson & Johnson. Steiner led a fourteen person research team who for the past year had conducted a major study of the forces reshaping the economics of the pharmaceutical industry and how they will affect individual participants. They interviewed more than 100 academics, current and former industry executives and service providers including compensation specialists, attorneys, consultants and venture capitalists. Their findings were published in a white paper in December 2007. Steiner has been recognized by Reuters AdvicePoint as a Top Adviser for 2008, with Top Rankings in several categories including the NJ-NY-PA region, advisers with a corporate executive focus and advisers under 40. Steiner, a graduate of Hofstra University, has worked with executives of pharmaceutical companies for nearly 15 years. Prior to RegentAtlantic Capital, he worked at KPMG and J.H. Cohn LLP.

As Wealth Manager, John manages client relationships and brings his expertise in tax planning and investment policy to RegentAtlantic's clients. He is a regular presenter at the company's Tax and Financial Planning Workshops. John is the treasurer of the Georgetown University Alumni Club of Northern New Jersey and serves on the Florham Park Capital Improvement Committee. Previously, he served on Newark Academy's Alumni Board of Governors.  John received a BS in Business Administration from Georgetown University, an MBA in Finance from the Stern School of Business at New York University; he holds the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst designations and is a Certified Public Accountant. John has been in the financial services industry since 1987. He works with a wide range of clients and gives particular focus to the financial planning needs of widows and widowers.

Working for the past 20 years with high net worth corporate executives, Mary Ellen brings expertise in executive compensation as well as all areas of financial planning for retirees. She is a CERTIFIED FINANCIAL PLANNER® and holds a BS in Business Management from St. Peter's College. A New Jersey Life & Health Insurance Licensee, Mary Ellen serves on the Board of Directors of the Financial Planning Association of New Jersey. She is a member of Executive Women of New Jersey, serving on the membership committee. Recently, she participated as a panelist for the Financial Planning Association's "Bridge the Gap" Program at Fairleigh Dickinson University. She is executive vice president on the Board of the Delbarton School Graduate Parents' Association in Morristown, NJ.

As an Analyst at RegentAtlantic, Jeffrey is responsible for making investment recommendations, conducting financial based analyses and assisting clients to achieve their financial goals.  He also serves on the firm's Financial Planning Committee and is a member of the Financial Planning Association of Philadelphia.  Jeffrey brings to RegentAtlantic over 2 years of experience in the financial planning industry, beginning his career as an Associate with Mercer Global Advisors.  He graduated from Colby College with a Bachelor of Arts in Political Science.  Jeffrey will be eligible to post the CERTIFIED FINANCIAL PLANNER professional designation in 2009 and is currently pursuing the ChFC designation.

Stephanie joined RegentAtlantic in October 2007 as Business Administrator and in April 2008 she was promoted to Client Service Administrator. Stephanie is responsible for establishing new accounts, account transfers and wire procedures, and addressing the ongoing operational needs of her team's clients. Stephanie received a BA from Montclair State University in Psychology and was captain of the Montclair State women's basketball team for three years.

Lisa joined RegentAtlantic in August 2008 as a Team Assistant. Her responsibilities include preparing and processing annual reviews and quarterly reports, processing cost basis data and handling class action claims. Previously Lisa worked for Citibank and the Bank of New York Mellon in foreign exchange sales. She has also been an account executive for Comcast Spotlight. She earned a BA from the School of International Service of American University, Washington, DC. Her dedication and focus is also helping her towards her First Degree Black Belt in Tae Kwon Do.