As an Analyst, Ann conducts analyses to assist clients in achieving their financial goals.  She has over 18 years of experience in the financial services industry with institutions such as Morgan Guaranty Trust, First Interstate Bank, and Bankers Trust.  At BT Alex.Brown Securities, Inc., a division of Bankers Trust, Ann was a principal of the firm where she was responsible for the short term securities sales, trading, and investor services businesses.  Ann earned her BA in Business Administration from Rutgers, her MBA in Finance from the UCLA Anderson Graduate School of Management, and is pursuing the CERTIFIED FINANCIAL PLANNER™ designation.  Ann is actively involved in her community, having volunteered at Habitat for Humanity of Morris County and Overlook Hospital TWIG #15. 

As a Wealth Manager, Tom provides integrated financial advice to individuals and families to help them achieve their goals and objectives. Tom began his career at RegentAtlantic in 2000 as an Analyst, responsible for running financial independence analyses and portfolio rebalancing. He then became a Financial Advisor where he managed client relationships and coordinated all aspects of client service for the team. At RegentAtlantic, Tom serves on the Investment Committee where he is responsible for the International Fixed Income Asset Class. He is a board member of The Financial Planning Association of New Jersey and Director of the Membership Committee. He has a BA from Bucknell University and holds the CERTIFIED FINANCIAL PLANNER™ designation. Tom and his wife Megan live in Hoboken, NJ.

As a Financial Advisor, Nicole is responsible for managing client relationships and coordinating all aspects of client service for the team. Prior to joining RegentAtlantic, Nicole worked as a financial planner and analyst for Wachovia Wealth Management, focusing on estate planning for high net-worth individuals, families, and small business owners. Prior to her position at Wachovia, she worked at a multi-family office in New York and for a small private wealth manager in New Jersey. Nicole obtained a JD from Rutgers School of Law in Newark and is a licensed attorney with the state of New Jersey. She is also a CERTIFIED FINANCIAL PLANNER™ certificant. Nicole received a BA from Bucknell University.

As an Analyst at RegentAtlantic, Amanda is responsible for performing detailed analyses in the areas of investment allocation, retirement planning, risk management, and education planning in order to assist clients in meeting their financial goals. Amanda graduated summa cum laude from Texas Tech University in 2008 with a BS in Personal Financial Planning. 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. While at Texas Tech, Amanda was an active member of the Personal Financial Planning Association, a student organization which is designed to provide for professional development through meaningful student involvement in the Financial Planning Association (FPA). During the academic year, Amanda worked as the Internship and Job Placement Coordinator, where she served as a liaison between employers, current students, and alumni. Amanda is currently pursuing the CERTIFIED FINANCIAL PLANNER™ professional designation.

Paula has worked in the financial services industry with an emphasis in banking since 1997. Paula joined RegentAtlantic as a Business Administrator and within a year was promoted to Client Service Administrator. Paula brings to the team an extraordinary depth of administrative and operational expertise related to account transfers, wire procedures, trading, and account reconciliation. She is the team's liaison for the Company's various custodial relationships. Paula attended Rutgers University in New Brunswick, NJ.

Jim brings over 20 years of experience in portfolio management and financial planning to bear on the issues affecting physicians in private practice. He guides doctors in successfully navigating the key financial issues which confront them, including financial modeling, risk management, and retirement plan design. He currently serves physicians across New Jersey, New York and Connecticut. Prior to joining RegentAtlantic Capital in 2001, Jim was a portfolio manager, equity analyst and banking officer at several large financial institutions. He holds the CERTIFIED FINANCIAL PLANNER™ designation, a BA in Finance from the University of Notre Dame and an MBA from Baruch College. He has been named to Reuters Advice Point list of top Financial Advisors. Jim is vice president of the Board of Trustees of the South Orange-Maplewood Education Foundation. He is also a member of the Financial Planning Association of New Jersey.

Ed has over thirty years of experience advising business owners, professionals, and executives and has served as president of the Northern New Jersey Society of the Institute of Certified Financial Planners. Responsible for client relationships, Ed brings a high level of expertise in advising business owners on pensions, succession planning and exit strategies. Ed has been a featured speaker for The New Jersey Institute for Continuing Legal Education and the New Jersey State CPA Society on topics related to pension and retirement plan investing. He is profiled and listed in Who's Who In Finance. Ed holds the CERTIFIED FINANCIAL PLANNER™ designation and is a Chartered Financial Consultant. He attended DePauw University, is a Chartered Life Underwriter, and a Fellow of the Life Management Institute. Ed served as co-chair of the South Orange/Maplewood Community Coalition on Race and also serves on the board of Planned Parenthood of Metropolitan New Jersey.

As a Team Assistant, Ashley is responsible for performing various daily administrative tasks for her team including preparing annual reports, handling class action documentation and participating in the quarterly reporting process. Ashley graduated from Wake Forest University with a BS in Finance and a minor in French. While in college, she interned at Summit Asset Management and Cantor Fitzgerald. Ashley studied abroad for a semester at the American University of Paris and visited Calcutta, India with Wake Forest's City of Joy service trip working with the Missionaries of Charity.