Mary Ellen Nicola
Plus aucun poste en cours
Profil
Prior to joining RegentAtlantic, Ms. Nicola obtained years of experience serving high net worth corporate executives.
She is a Certified Financial Planner and holds a BS in Business Management from St. Peter's College.
A New Jersey Life & Health Insurance Licensee, she serves on the Board of Directors of the Financial Planning Association of New Jersey.
Ms. Nicola is a member of Executive Women of New Jersey, serving on the membership committee.
Recently, she participated as a panelist for the Financial Planning Association's "Bridge the Gap" Program at Fairleigh Dickinson University.
Ms. Nicola has been a contributing writer for the 2006-2007 Garden State Women's Financial Resources Guide and has been quoted in The Star Ledger.
She is executive vice president on the Board of the Delbarton School Graduate Parents' Association in Morristown, NJ.
Anciens postes connus de Mary Ellen Nicola
| Sociétés | Poste | 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. | Gestionnaire de Portefeuille-Actions | 30/04/2009 |
Formation de Mary Ellen Nicola
| Saint Peter's University | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 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 |
