Recognized for his expertise by peers and independent analysts, David is a founding principal of RegentAtlantic Capital and has been providing wealth management services since 1979. David is the former chairman of the Northern New Jersey Chapter of the International Association for Financial Planning and served on the Investment Policy Committee for the Financial Planning Association. He has taught courses on investments, personal financial planning, and retirement planning at the County College of Morris and has taught the CERTIFIED FINANCIAL PLANNER™ certification program at Fairleigh Dickinson University. David has presented workshops and seminars for numerous organizations, including American Cyanamid, AT&T, BASF, CibaGeigy, Johnson and Johnson, McNeil Pharmaceuticals, M&M Mars, and Nabisco. David has appeared on national television and radio programs and has frequently been named one of the best financial advisors in the United States by Barron's, Money, Worth, and Mutual Funds magazines. He has been profiled and listed in Who's Who in Finance and Industry. David is a member of the Alpha Group, a nationally recognized group of senior investment advisors that Barron's called "the nation's most powerful financial planners." He holds a BA in Economics from Rutgers College, an MBA in Finance from Rutgers University, and the CERTIFIED FINANCIAL PLANNER™ certification. David is currently an Advisory Board Member for the Rutgers Leadership Academy, on the Blair Academy Strategic Planning Committee, and a Board Member of the Afghan Girl Financial Assistance Fund. He has served as a member of the Board of Directors of Westmont Montessori School in Mendham, as well as Morristown's Homeless Solutions, Inc. where he chaired the Investment Committee. In 2010 and 2011, David was named to the "Top 100 Independent Financial Advisors" in the U.S. by Barron's Magazine.

As a Wealth Manager, Brian Kazanchy directly counsels and advises clients on wealth management and financial planning. He also serves as chair of the Investment Committee at RegentAtlantic. He is credited with developing, negotiating, and implementing many of RegentAtlantic's innovative investment strategies. In addition to being a Chartered Financial Analyst Charterholder and a CERTIFIED FINANCIAL PLANNER™ certificant, Brian holds an MBA with a concentration in Finance from Fairleigh Dickinson University and a BA in Finance from the University of Richmond. He also studied abroad at the University of Warwick in Coventry, England. He has appeared on the Fox Business channel as a guest panelist and has been quoted in The Wall Street Journal, Smart Money, The Star Ledger, and International Herald Tribune. Brian is a member of the CFA Institute and New York Society of Security Analysts.

Jane Newton directly advises individuals and families to help them achieve their financial and personal objectives. While Jane brings her expertise to a broad array of clients, she has a particular focus on the unique planning and investment needs of women on Wall Street, extending to their career and personal issues. Jane addresses the challenges and opportunities presented by employer stock-related compensation, recommends strategies to minimize income and estate taxes and reduce risks, and helps evaluate career options in light of each client’s goals. Jane founded the Wall Street Women Forum® for high-level women in the industry.  Jane has been quoted and profiled in a number of publications, including Wall Street Journal, Fortune, and TheStreet.com.

Jane joined RegentAtlantic in 2005. Her clients benefit from her 17 years of prior experience on Wall Street in J.P. Morgan's investment banking and private banking groups. NJ Monthly Magazine named Jane to its 2011 of “5 Star Wealth Managers.” Jane received a BA from Tufts University in Economics and an MBA from New York University's Stern School of Business in Finance. She also holds the CERTIFIED FINANCIAL PLANNER™ designation. Jane is a member of the Women’s Bond Club, 85 Broads, and the Stern Women in Business.

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 an analyst with RegentAtlantic, Bryan is responsible for preparing investment recommendations, conducting financial based analyses and assisting clients to achieve their financial goals. Bryan is an Ohio native who has earned a BA from the University of Toledo and a MA from Bowling Green State University. Before coming to RegentAtlantic in May 2011, Bryan held an internship with Summit Financial Strategies, Inc. in Columbus, Ohio. Bryan is currently pursuing the CERTIFIED FINANCIAL PLANNER™ designation and will sit for the exam in either November 2011 or March 2012.

Kathleen began working in the financial industry in 1981 and, as a Client Service Administrator, has become a valued part of the RegentAtlantic Team. Kathleen performs such duties as establishing new accounts and addressing the ongoing operational needs of her team's clients. As an active part of her community, Kathleen has organized groups for Habitat for Humanity home building projects and volunteered her time and knowledge toward fund raising and strategic planning initiatives for St. Rose of Lima School, where her children currently attend. Kathleen is a graduate of Georgian Court University.

Ann joins RegentAtlantic with over 20 years' experience in investment brokerage sales support, operations and branch administration. She brings a wealth of experience as a liaison with various brokerage custodians. As a Client Service Administrator, she supports the team in daily account maintenance, reconciliation and reporting issues. She is currently pursuing the Registered Paraplanner℠ designation.