A Wealth Manager, Michael Steiner leads the Pharmaceutical Executive Services Group (PESG) at RegentAtlantic Capital. The firm specializes in advising executives and senior researchers of pharmaceutical and biotechnology companies for nearly 25 years. PESG works 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 that conducted a major study of the forces reshaping the economics of the pharmaceutical industry and how they will affect individual participants. The team 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, The Continuing Evolution of the Pharmaceutical Industry: Career Challenges and Opportunities, 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 more than 15 years. Prior to RegentAtlantic Capital, he worked at KPMG and J.H. Cohn LLP. Steiner, in addition to being a CPA, is a CERTIFIED FINANCIAL PLANNER™ certificant.

As a Wealth Manager at RegentAtlantic, Jeff is responsible for making investment recommendations, conducting financial-based analyses, and helping clients achieve their financial goals. He is currently a member of the firm's Investment Committee, where he has served for the past three years. Jeff began his career at RegentAtlantic in 2008 as an Analyst, and then became a Financial Advisor where he managed client relationships and coordinated all aspects of client service for the team. Prior to joining RegentAtlantic, Jeff was an Associate with Mercer Global Advisors. He graduated from The Pingry School in 1996 and earned his Bachelor of Arts in Political Science from Colby College in 2000. Jeff holds the CERTIFIED FINANCIAL PLANNER™ designation and is currently pursuing the ChFC designation.

As an Analyst with RegentAtlantic, Matt is responsible for preparing investment recommendations, conducting financial based analyses and assisting clients to achieve their financial goals. Matt is a member of the firm's Estate Planning Sub-Committee. Matt graduated from Lafayette College in Easton, PA with a BA in Economics and Business, and a minor in Environmental Sciences. At Lafayette, Matt was a member of the college's lacrosse team. Also during college, he completed an internship with Merrill Lynch in their Global Wealth Management division. Matt has passed the CERTIFIED FINANCIAL PLANNER™ examination and will be a candidate for the CFP® Board's certification in 2012.

 

As a Team Assistant, James is actively involved in supporting two wealth management teams. While performing various administrative tasks, his foremost responsibilities include setting up annual reviews, producing Investment Policy Statements, processing class action documentation as well as participating in the quarterly reporting process. James joins RegentAtlantic Capital with nearly 6 years experience in the financial industry. He attended Grambling State University and is currently pursuing a degree in Business Administration.