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Career history of George Stapleton
Former positions of George Stapleton
Companies | Position | Start | End |
---|---|---|---|
J.P. Morgan & Co., Inc. (Old) | Corporate Officer/Principal | - | - |
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. | Chief Executive Officer | 01/09/2017 | - |
HHG & Co LLC
![]() HHG & Co LLC Investment ManagersFinance Founded in 1986, HHG & Co. LLC is a wealth management firm and registered investment advisor located in Darien, Connecticut. The firm is a subsidiary of Wealth Enhancement Group LLC and their ultimate parent is WEG Holdings LLC. They were formerly known as Hynes, Himmelreich, Glennon & Co. LLC. | Chief Executive Officer | 21/10/2011 | - |
Training of George Stapleton
Georgetown University | Undergraduate Degree |
Statistics
International
United States | 5 |
Operational
Chief Executive Officer | 2 |
Corporate Officer/Principal | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 4 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
HHG & Co LLC
![]() HHG & Co LLC Investment ManagersFinance Founded in 1986, HHG & Co. LLC is a wealth management firm and registered investment advisor located in Darien, Connecticut. The firm is a subsidiary of Wealth Enhancement Group LLC and their ultimate parent is WEG Holdings LLC. They were formerly known as Hynes, Himmelreich, Glennon & Co. LLC. | Finance |
J.P. Morgan & Co., Inc. (Old) | Finance |
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 |
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