David is a founding principal of RegentAtlantic Capital and co-directs the overall operation of RegentAtlantic. He has been providing wealth management services since 1979 and his expertise has been recognized by peers and independent analysts. David holds a BA in Economics from Rutgers College, an MBA in Finance from Rutgers University, and holds the CERTIFIED FINANCIAL PLANNER™ designation. David is the former chairman of the Northern New Jersey Chapter of the International Association for Financial Planning and serves 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™ program at Fairleigh Dickinson University. He has presented workshops and seminars for numerous organizations including American Cyanamid, AT&T, BASF, CibaGeigy, Johnson and Johnson, Mc Neil Pharmaceuticals, M&M Mars, and Nabisco. David has appeared on national television and radio programs and he has been frequently named as one of the best financial advisors in the United States by Money, Worth, and Mutual Funds magazines. He is 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.” David serves as a member of the Board of Directors and chairs the Investment Committee of Homeless Solutions, Inc. in Morristown and previously served on the Board of Directors of the Westmont Montessori School in Mendham.

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™, Brian holds an MBA with a concentration in Finance from Fairleigh Dickinson University and a BA in Finance from the University of Richmond. He has also studied abroad at the University of Warwick in Coventry, England. Brian is a member of the CFA Institute and New York Society of Security Analysts.

As a Wealth Manager, Jane provides integrated financial advice to individuals and families designed to help them achieve their financial and personal objectives. While Jane works with a full range of client needs, she has a particular focus on the unique planning and investment needs of women on Wall Street and other financial services professionals, addressing their investment management needs and providing advice on career and other personal issues. Jane brings to RegentAtlantic 17 years of experience in the financial services industry, having served as a vice president in J.P. Morgan's investment banking and private client groups. Jane received a BA from Tufts University in Economics and an MBA from New York University's Stern School of Business in Finance. She is also a CERTIFIED FINANCIAL PLANNER™. Jane is a member of the Financial Women's Association of New York and New Jersey. Jane lives in Summit, NJ with her husband and their two sons.

As Team Leader, Sheila is responsible for coordinating the team's work and managing client relationships. She brings to RegentAtlantic over 15 years of experience as an attorney specializing in tax and retirement plans, as well as five years at Merrill Lynch designing financial plans for high net worth individuals. Sheila is a graduate of Amherst College and earned her JD from the University of California-Berkeley School of Law. She has worked with nationally renowned law and accounting firms as well as having developed and presented financial plans for high net worth clients. Sheila lives with her husband and two children in Robbinsville, NJ.

As an Analyst at RegentAtlantic, Michael 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 Investment Committee and he is a member of the Financial Planning Association of New Jersey. Michael graduated from the University of Michigan in 2005 with a B.A. in Psychology. He is pursuing the CERTIFIED FINANCIAL PLANNER™ designation.