Joseph D. Leone
Geen lopende functies
Profiel
Prior to joining RegentAtlantic, Mr. Leone served as a tax advisor for a major brokerage firm as well as a CFO, controller and consultant to business owners and large financial services companies.
He is a member of the New Jersey Financial Planning Association Board, the Greater Middlesex/Somerset County Estate Planning Council Board and the Eldercare Committee of the New Jersey Society of CPAs.
Mr. Leone graduated with a BS in Accountancy from Villanova University.
He holds the Certified Financial Planner designation, is a Chartered Life Underwriter, a Certified Public Accountant and focuses on the planning needs of business owners and entrepreneurs.
Eerdere bekende functies van Joseph D. Leone
| 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. | Portefeuillebeheerder-Aandelen | 30-04-2009 |
Opleiding van Joseph D. Leone
| Villanova University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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 |
