Please select a name to read their full biography.
Jennifer Papadopolo is the Chief Operating Officer of RegentAtlantic Capital, overseeing human resources, compliance, technology, accounting, legal, and the firm's hedge funds. An honors graduate from the College of St. Elizabeth, Jennifer has both an MBA and a Master Degree in Financial Planning from Seton Hall University. She also has the Accredited Asset Management Specialist designation from the National Endowment for Financial Education and the Financial Paraplanner Program from the College for Financial Planning. With over 17 years of experience with our firm, Jennifer first joined RegentAtlantic as a high school intern and has continued to make significant contributions to RegentAtlantic's success. In 2007, Jennifer was honored for "Women of Influence in Finance" by the Women's Fund of New Jersey. She serves on the Northern New Jersey board of Junior Achievement of New Jersey.
As Operations Coordinator, Bonny's responsibilities include human resources, hedge fund administration, compliance, training, and the day-to-day operations of the firm. She also serves on the investment committee where her focus is the short-term debt asset class. Bonny holds a BA in English and history from Kean University and has also earned the Registered Paraplanner designation.
Margaret spearheads the business development and marketing initiatives for the firm. She has over 30 years experience in the financial services industry, most of it in underwriting and marketing property-casualty risk management programs to Fortune 1000 clients. In 2008, Margaret was recognized by NJBIZ to be among "New Jersey's Best Fifty Women in Business." Margaret is the immediate past chair of the board of the Women's Fund of New Jersey and also serves on the board of Habitat for Humanity Newark where she chaired the Faith Relations Committee. Margaret is active in her community where she served on the board of the South Orange-Maplewood Community Coalition on Race. She has been an adjunct professor at Fairleigh Dickinson's Executive MBA program, teaching the course on global product development. Margaret holds a BS from the University of Texas at Austin, an MBA from Fairleigh Dickinson's Executive MBA program and also holds the Chartered Property Casualty Underwriter designation.
Lauren joined RegentAtlantic in September 2006 as a marketing intern. In February 2007, she assumed the role of Business Development Coordinator and recently was promoted to Director of Marketing. She is responsible for coordinating business development activities and client events, performing target market research, and producing marketing collateral. Lauren led the team charged with updating RegentAtlantic's website. Lauren is an active supporter of the Women's Fund of New Jersey as a past intern, volunteer and currently serves on the marketing committee. She has also been involved with Women Advocating for Good Government (WAGG-NJ) as the executive board assistant. Recently, she joined the communications work group for Family Services of Morris County assisting with their marketing and public relations efforts. Lauren graduated with honors from Rutgers Business School in 2007 with a BS in Marketing where she was awarded membership in the Golden Key International Honor Society for Academic Excellence. She has an AS and AA from the County College of Morris in Business Administration and Fine Arts and has studied abroad in Rome, Italy.
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.
As a member of the investment team at RegentAtlantic, Dan is responsible for daily portfolio rebalancing and trading, new client implementation, and maintaining the firm's records of all transactions. He serves as a member of the Investment Committee where he analyzes current and future investment options. He also provides technical support for the firm's website. Dan graduated with a B.S. in Psychology from the University of Maryland in 2007.
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.
Rachael is responsible for welcoming guests to RegentAtlantic, coordinating client entertainment, seminars and educational events, as well as maintaining the client database and the marketing materials. She holds a BA in Communication Arts with a concentration in Marketing from Xavier University in Cincinnati, OH. Rachael brings to RegentAtlantic more than ten years experience in the financial services industry with an emphasis in banking and technology.