Jane Newton, Managing Partner & Wealth Advisor, RegentAtlantic met with Julie Cooling, Founder & CEO, RIA Channel to discuss the how the firm leverages practice specialties to better serve clients and fuel growth.
“We’re a different kind of an advisor,” says Newton. RegentAtlantic, a $3.7 billion comprehensive wealth firm, aims to to differentiate themselves through scale, practice specialties, and a client-first approach.
Newton, draws on her own experience in investment and private banking, to help serve men and particularly women on Wall Street. “I understand their lives, I understand their challenges,” says Newton. In 2010, she decided to create a community where high-level Wall Street women can come together and share personal and professional challenges. The RegentAtlantic Wall Street Women Forum, recently hosted it’s 9th annual event and has a community of over 700 women.