Profil
Mr. Justin J.
Regnier, CFA, is a Vice President Regional Director at Nicolet Advisory Services LLC.
He is a member of Nicolet's Investment Committee assisting in portfolio construction as well as the Investment Research Team completing manager due diligence.
He began his career in the finance industry.
His experience with investment research, individual and institutional portfolio management, investment oversight, and financial planning gives him the knowledge to assist clients with their financial needs.
He obtained his Bachelor of Business Administration degree in Finance and Economics from University of Wisconsin-Eau Claire.
Postes actifs de Justin Regnier
| Sociétés | Poste | Début |
|---|---|---|
Nicolet Advisory Services LLC
Nicolet Advisory Services LLC Investment ManagersFinance Nicolet Advisory Services utilizes a combination of fundamental and technical analysis, as well as charting. The firm primarily allocates client assets among various mutual funds, exchange-traded funds (ETFs), and individual debt and equity securities. The two primary core investment strategies used inside client accounts will be strategic risk-based asset allocation and active risk-based asset allocation. These strategies can be coupled with strategic targeted objective strategies. Although the strategic targeted objective strategies will be used infrequently. | Membre du Comité d'Investissement | 01/05/2021 |
Formation de Justin Regnier
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
University of Wisconsin-Eau Claire
University of Wisconsin-Eau Claire Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Nicolet Advisory Services LLC
Nicolet Advisory Services LLC Investment ManagersFinance Nicolet Advisory Services utilizes a combination of fundamental and technical analysis, as well as charting. The firm primarily allocates client assets among various mutual funds, exchange-traded funds (ETFs), and individual debt and equity securities. The two primary core investment strategies used inside client accounts will be strategic risk-based asset allocation and active risk-based asset allocation. These strategies can be coupled with strategic targeted objective strategies. Although the strategic targeted objective strategies will be used infrequently. | Finance |
















