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As a Wealth Manager, Jim directly advises clients on financial planning and wealth management issues. Jim joined RegentAtlantic in 2007 as a Financial Advisor and currently serves as chair of the Financial Planning Committee and oversees the Risk Management subcommittee. Jim has helped to create and implement many of the firm's risk management analyses, focusing on quantitative needs analyses for different insurable risks. Jim is also responsible for overseeing that clients across all service teams receive consistent, quality financial planning services, and for creating content for both internal training and external communications. Prior to joining RegentAtlantic, Jim was a wealth management specialist at USI Bertholon Rowland, and a financial advisor at New England Financial. Jim is a CERTIFIED FINANCIAL PLANNER™ professional, and holds an MBA from Rutgers Graduate School of Management and a BA in Economics from Rutgers College. He is an Adjunct Professor at Fairleigh Dickinson University where he teaches prospective financial planners in the CFP® program. Prior to his career in financial services, Jim held various marketing positions in the music industry and is the only RegentAtlantic employee to have RIAA certified gold and platinum albums on his office wall.
As a Financial Advisor at RegentAtlantic, Amanda is responsible for managing client relationships, coordinating all aspects of client service for the team and conducting financial-based analyses that help clients achieve their financial goals. She currently is a member of the Financial Planning Committee, where she chairs the Retirement sub-committee and serves as a member of the Estate Planning sub-committee. Amanda graduated as the top graduate of the College of Human Sciences at Texas Tech University with a BS in Personal Financial Planning. She is a member of the Financial Planning Association of New Jersey and currently serves as a member of the Allied Professional Committee. Amanda is also currently serving as a member of the Texas Tech Personal Financial Planning Alumni Advisory Board. She holds the CERTIFIED FINANCIAL PLANNER™ designation, is a Certified Retirement Counselor®, and will be pursuing a Masters in Taxation from Fairleigh Dickinson University beginning in January 2012.
Susan brings to the team an extraordinary depth of operational expertise related to account transfers, wire procedures, trading, and account reconciliation. She is the team's liaison for RegentAtlantic's various custodian relationships. Susan has worked in the financial services industry since 1982 and had served on the TD Ameritrade Operations Panel. Since joining RegentAtlantic as a clerical assistant, she has held a series of positions with increasing responsibilities. In 2002, Susan became a Registered Paraplanner through the College of Financial Planning.
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.
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