As a Wealth Manager, Brent directly counsels individuals, foundations, and not-for-profits. Brent has been with RegentAtlantic since 2005 and serves on the firm's Management Committee. Prior to joining RegentAtlantic, Brent was with Wealth Builders, Inc. where he specialized in working with high net worth individuals and families. Brent is a CERTIFIED FINANCIAL PLANNER™ certificant and holds a BBA in Finance and an MS in Personal Financial Planning and Business Administration from Texas Tech University. Texas Tech is considered to have the premier financial planning program in the country. Brent was named to the 2011 list of 5 Star Wealth Managers by NJ Monthly. He is a Graduate Fellow of Leadership New Jersey and is extensively involved in the Financial Planning Association (FPA). He has been quoted in numerous financial publications. Brent and his wife live in Westfield and are active with The Seeing Eye, Inc. of Morristown. He is on the Board of the Optimist Club of Westfield and is also Chair of the Church Council for the Westfield United Methodist Church.

As a Wealth Manager at RegentAtlantic, Jeff is responsible for making investment recommendations, conducting financial-based analyses, and helping clients achieve their financial goals. He is currently a member of the firm's Investment Committee, where he has served for the past three years. Jeff began his career at RegentAtlantic in 2008 as an Analyst, and then became a Financial Advisor where he managed client relationships and coordinated all aspects of client service for the team. Prior to joining RegentAtlantic, Jeff was an Associate with Mercer Global Advisors. He graduated from The Pingry School in 1996 and earned his Bachelor of Arts in Political Science from Colby College in 2000. Jeff holds the CERTIFIED FINANCIAL PLANNER™ designation and is currently pursuing the ChFC designation.

As Wealth Manager, Megan counsels and advises clients on wealth management issues to help them achieve their financial goals and objectives. While Megan works with a full range of client needs, she has a particular focus on women experiencing a life transition, such as the death of a family member or divorce. Megan joined RegentAtlantic in 2002 as an Analyst and implemented the firm's breakthrough portfolio rebalancing software. Megan holds a BA from St. Lawrence University as well as the CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst™ designations. Megan serves as a member of the Board of Trustees at Kent Place School. Megan has worked in the financial services industry since 1999, including positions with Scudder Kemper Investments and Jamison, Eaton and Wood.

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, 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.

Chris Cordaro is Chief Executive Officer, Chief Investment Officer and architect of RegentAtlantic's investment philosophy and its analytical planning structure. Chris handles client relationships and provides expertise to the firm on concentrated stock positions, stock options and executive compensation plans. Chris has been providing wealth management services since 1985. He holds a BS in Economics, an MS in Financial Planning, an MBA in Finance, and holds the CERTIFIED FINANCIAL PLANNER™ and the Chartered Financial Analyst designations. Chris has been an adjunct faculty member at Fairleigh Dickinson University and the County College of Morris. In 2003, New Jersey Business Magazine named Chris to its listing of top business leaders in New Jersey in its "Forty Under Forty". He is also past president of the New Jersey Chapter of the Financial Planning Association and has served on the Advisory Board of Financial Advisors for T.D. Waterhouse. Under Chris's leadership, RegentAtlantic Capital was named among the 50 fastest growing companies in New Jersey in 2005 and 2006 by New Jersey Business Magazine. In addition to having been named in the 2006 Robb Report Worth magazine listing of the top 100 Wealth Advisors in the country, Chris was named to the "Top 100 Independent Financial Advisors" in the U.S. by Barron's Magazine in 2010 and 2011.

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. Tom has twice served on the firm's Investment Committee responsible for research on several asset classes. In December 2009 Tom finished a three year term as board member of the Financial Planning Association of New Jersey. Prior to joining RegentAtlantic Tom was a financial services representative at MetLife. Tom has a BA from Bucknell University and holds the CERTIFIED FINANCIAL PLANNER™ certification. He is a member of the Irish American Cultural Institute and the American Ireland Fund..

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.

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.

Jim has twenty five years of experience in managing investment portfolios and providing financial advice to individuals, families and charitable organizations in the New York metropolitan region.  As Wealth Manager, he helps clients identify and achieve their financial goals utilizing sophisticated planning tools and implementing globally diversified investment portfolios. In addition to working with a full range of client needs, Jim has a particular focus in working with individuals affected by divorce.  Jim helps to shape the firm's investing strategy as a member of RegentAtlantic's Investment Committee. Previously, Jim served as a Vice-President and Portfolio Manager with the US Trust Company of New York at their Florham Park office and held similar positions at Wachovia Bank, Chase Manhattan, SLH Asset Management and Mellon Bank. He has presented financial planning workshops for employees of a Fortune 500 company, provided pro bono financial counseling at area women's agencies and been quoted in numerous local and national media outlets on financial topics. Jim serves on the Board of Directors for the Estate Planning Council of Northern New Jersey, the New Jersey Collaborative Law Group and Jersey Battered Women's Service, where he chairs the Investment Committee.  Additionally, he is a past President of the Board of Trustees at The Red Oaks School and Treasurer and a member of the Board of Directors of Preschool Advantage.  Jim holds a BA in Business from Western State College of Colorado, an MBA in Finance from Drexel University and the CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst, and Certified Divorce Financial Analyst certifications.

A Wealth Manager, Michael Steiner leads the Pharmaceutical Executive Services Group (PESG) at RegentAtlantic Capital. The firm specializes in advising executives and senior researchers of pharmaceutical and biotechnology companies for nearly 25 years. PESG works with clients located throughout the world including current and former employees of Merck, Novartis, Pfizer, and Johnson & Johnson. Steiner led a fourteen-person research team that conducted a major study of the forces reshaping the economics of the pharmaceutical industry and how they will affect individual participants. The team interviewed more than 100 academics, current and former industry executives, and service providers including compensation specialists, attorneys, consultants, and venture capitalists. Their findings were published in a white paper, The Continuing Evolution of the Pharmaceutical Industry: Career Challenges and Opportunities, in December 2007. Steiner has been recognized by Reuters AdvicePoint as a Top Adviser for 2008, with top rankings in several categories including the NJ-NY-PA region, advisers with a corporate executive focus, and advisers under 40. Steiner, a graduate of Hofstra University, has worked with executives of pharmaceutical companies for more than 15 years. Prior to RegentAtlantic Capital, he worked at KPMG and J.H. Cohn LLP. Steiner, in addition to being a CPA, is a CERTIFIED FINANCIAL PLANNER™ certificant.