Historique de carrière de David Henry Bugen
Anciens postes connus de David Henry Bugen
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
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. | Fondateur | 01/01/1997 | 01/09/2015 |
| Gestionnaire de Portefeuille-Actions | 01/01/1997 | 01/09/2015 | |
| Northern New Jersey, Inc. | Président | 17/05/2011 | - |
| Corporate Officer/Principal | - | 17/05/2011 |
Formation de David Henry Bugen
| Rutgers State University of New Jersey | Masters Business Admin |
Statistiques
Internationale
| Etats-Unis | 3 |
| France | 2 |
Opérationnelle
| Founder | 1 |
| Portfolio Manager-Equities | 1 |
| Masters Business Admin | 1 |
Sectorielle
| Finance | 2 |
| Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
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 |
| Northern New Jersey, Inc. |
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