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CI RegentAtlantic Private Wealth Employee Directory

Financial ServicesNew Jersey, United States51-200 Employees

CI RegentAtlantic Private Wealth provides integrated financial planning and investment management tailored to clients' individual goals. As a partner of CI Private Wealth, the firm blends the personal experience, knowledge, and objective guidance associated with a boutique practice with the resources of a larger industry leader. The firm is based in Morristown, New Jersey.

Serving individuals seeking a comprehensive wealth management experience, it aims to align planning and investing with personal objectives. Within the financial services industry, it sits at the intersection of bespoke advisory service and substantial intellectual capital. It operates as a mid-sized firm.

Find CI RegentAtlantic Private Wealth employees' phone numbers or email addresses

CI RegentAtlantic Private Wealth Global Highlights

Location
Employees

North America
45

Minus sign iconPlus sign icon
  • United States Of America
    45

CI RegentAtlantic Private Wealth's Leadership

  • Stylized image of a person
    K. C.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. R.
    Client Relationship Specialist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. P.
    Client Service Administrator
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. S.
    Wealth Strategist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. H.
    Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. P.
    Client Relationship Specialist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. S. P.
    Client Center Receptionist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. G.
    Analyst
    Phone icon
    Mobile Phone

CI RegentAtlantic Private Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business Development
  • Education
  • Accounting
  • Administrative
  • Other
  • Analytics

Contact profiles from CI RegentAtlantic Private Wealth

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. C.
    Partner
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    K. R.
    Client Relationship Specialist
    Phone icon
    Mobile Phone
    Jun 01, 2026
  • Stylized image of a person
    A. P.
    Client Service Administrator
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    C. S.
    Wealth Strategist
    Phone icon
    Mobile Phone
    Apr 06, 2023
  • Stylized image of a person
    J. H.
    Wealth Advisor
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    L. P.
    Client Relationship Specialist
    Phone icon
    Mobile Phone
    Oct 18, 2024
  • Stylized image of a person
    M. S. P.
    Client Center Receptionist
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    M. G.
    Analyst
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    M. D.
    Client Relationship Specialist
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    J. S.
    Phone icon
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is CI RegentAtlantic Private Wealth known for?

Minus sign iconPlus sign iconCI RegentAtlantic Private Wealth was founded in 1982 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-973-425-****
. Explore CI RegentAtlantic Private Wealth's company overview page for more information.

What is CI RegentAtlantic Private Wealth's most common email format?

Minus sign iconPlus sign iconCI RegentAtlantic Private Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CI RegentAtlantic Private Wealth email formats with LeadIQ.

How many employees does CI RegentAtlantic Private Wealth have currently?

Minus sign iconPlus sign iconCI RegentAtlantic Private Wealth has approximately 59 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are CI RegentAtlantic Private Wealth's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, CI RegentAtlantic Private Wealth's key employees include:

  • Partner: K. C.
  • Client Relationship Specialist: K. R.
  • Client Service Administrator: A. P.
  • Wealth Strategist: C. S.
  • Wealth Advisor: J. H.

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