Profiel
As a member of the investment team at RegentAtlantic, Mr. Weitz is responsible for daily portfolio rebalancing and trading, new client implementation, and maintaining the firm's records of all transactions.
He serves as a member of the Investment Committee where he analyzes current and future investment options.
He also provides technical support for the firm's website.
Mr. Weitz graduated with a B.S.
in Psychology from the University of Maryland in 2007.
Eerdere bekende functies van Daniel Weitz
| Bedrijven | Functie | Einde |
|---|---|---|
RegentAtlantic Capital LLC
 RegentAtlantic Capital LLC Investment ManagersFinance RegentAtlantic Capital LLC (RegentAtlantic) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded in 1997 when EB Advisory Corp. (formed in 1982) and Individual Asset Planning (formed in 1983) joined to form Bugen, Stuart, Korn, & Cordaro, Inc. They changed their name to RegentAtlantic Capital in 2001. In 2021, the firm became a majority-owned subsidiary of CI Private Wealth LLC, which is majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. RegentAtlantic offers global wealth management and asset management advisory services to individual and institutional clients. | Analyst-Equity | 31-10-2008 |
Opleiding van Daniel Weitz
| University of Maryland | Undergraduate Degree |
Ervaring
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Beursgenoteerde bedrijven
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Man
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Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
RegentAtlantic Capital LLC
RegentAtlantic Capital LLC Investment ManagersFinance RegentAtlantic Capital LLC (RegentAtlantic) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded in 1997 when EB Advisory Corp. (formed in 1982) and Individual Asset Planning (formed in 1983) joined to form Bugen, Stuart, Korn, & Cordaro, Inc. They changed their name to RegentAtlantic Capital in 2001. In 2021, the firm became a majority-owned subsidiary of CI Private Wealth LLC, which is majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. RegentAtlantic offers global wealth management and asset management advisory services to individual and institutional clients. | Finance |
