At CI RegentAtlantic, when you work with us, you gain the collective expertise and experience of our entire firm. We enjoy sharing our insights and specialized expertise in a collaborative atmosphere of open communication, mutual trust and respect. Every member of your dedicated team—from your wealth management professional to your client services associate shares a commitment to you, our client. Simply click on a name to get to know our team.

 

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BOARD OF MANAGERS

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FINANCIAL PLANNING COMMITTEE

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FINANCIAL PROFESSIONALS

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INVESTMENT COMMITTEE

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MANAGEMENT TEAM

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OPERATIONS

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INVESTMENT TEAM

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CLIENT SERVICES AND SUPPORT

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