Joseph D. Leone

Finance

Consumer Services

Profile

Prior to joining RegentAtlantic, Mr. Leone served as a tax advisor for a major brokerage firm as well as a CFO, controller and consultant to business owners and large financial services companies.
He is a member of the New Jersey Financial Planning Association Board, the Greater Middlesex/Somerset County Estate Planning Council Board and the Eldercare Committee of the New Jersey Society of CPAs.
Mr. Leone graduated with a BS in Accountancy from Villanova University.
He holds the Certified Financial Planner designation, is a Chartered Life Underwriter, a Certified Public Accountant and focuses on the planning needs of business owners and entrepreneurs.

Former positions of Joseph D. Leone

Companies	Position	End
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.	Portfolio Manager-Equities	30/04/2009

See the detail of Joseph D. Leone's experience

Training of Joseph D. Leone

Villanova University

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies