Lesley Draper, Abigail Rosen Named Partners at RegentAtlantic
MORRISTOWN, N.J.--(BUSINESS WIRE)--May 23, 2019--
RegentAtlantic, a leading Registered Investment Advisor and full service financial planning firm, today announced that Lesley Draper, CFP, and Abigail Rosen, CFP, have been named Partners at the firm.
“We are delighted to name Lesley Draper and Abby Rosen Partners at RegentAtlantic. Both are outstanding financial planning professionals who have made positive impacts to their clients’ financial well-being as well as to our surrounding communities,” said George Stapleton, CEO of RegentAtlantic. “They’ve helped make RegentAtlantic a stronger and more well-rounded firm.”
Lesley Draper joined RegentAtlantic in 2009. She advises clients across multiple areas of their financial lives and strives to help them meet their long-term financial and estate planning goals. Lesley takes a special interest in charitable and wealth transfer planning. She is passionate about giving back and co-chairs the Firm’s Neighborhood Nonprofits Group in addition to serving on multiple charitable boards, including P.G. Chambers School and Morristown Festival of Books and formerly Impact 100 Garden State. She also chairs the development committee for the P.G. Chambers School and is the incoming President of the Estate Planning Council of Northern New Jersey.
Lesley received her BS from Purdue University in West Lafayette, Indiana. She is a Certified Financial Planner™ professional, a Certified Trust and Financial Advisor (CTFA) and has taught at the Institute of Certified Bankers Graduate Trust School held at Northwestern University. Prior to joining RegentAtlantic, Lesley was a Vice President in Citigroup Private Bank focusing on relationship management and business development. Prior to her tenure at Citigroup, she spent 11 years at U.S. Trust Company of New York in the Financial Planning and Family Wealth departments providing financial, estate and investment planning advice to high-net-worth individuals, corporate executives and multi-generational families.
Abigail (Abby) Rosen, a Certified Financial Planner™ professional, joined RegentAtlantic in 2016 and has more than 14 years of financial planning experience. Prior to her career in finance, Abby was a Lieutenant in the United States Navy. Abby is responsible for managing client relationships, creating financial plans that align with clients’ goals as well as coordinating all aspects of client service for the team. She specializes in working with corporate executives to help them take full advantage of their available benefits, implement plans for employer stock concentrations and manage their stock option strategies, and she advises clients on financial needs in all aspects of their lives.
Abby graduated with a Bachelor of Arts degree from the College of the Holy Cross and received a Master of Science degree in Financial Planning from Bentley University. She is the Treasurer of the New Jersey Psychological Association Foundation and Treasurer of the Harding Township Educational Foundation (HTEF).
RegentAtlantic is an independent partnership founded in 1982. With offices in Morristown, New Jersey and New York, New York, RegentAtlantic has built its reputation by providing stellar financial planning and investment management across generations with a special focus on retirement planning. RegentAtlantic has earned numerous industry awards, including “Best Places to Work for Financial Advisers 2019” by InvestmentNews; one of the top Registered Investment Advisors of 2018 by Financial Advisor, one of the top 300 Independent Registered Investment Advisors of 2018 by the Financial Times.
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Tucker Hewes, Hewes Communications, Inc., (212) 207-9451,email@example.com
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PUB: 05/23/2019 09:15 AM/DISC: 05/23/2019 09:15 AM