William T. Knox

Consumer Services

Finance

Profile

Prior to joining RegentAtlantic in 1999, Mr. Knox practiced tax law specializing in employee benefits and estate planning.
He served as Executive Vice President and a director of Neuberger & Berman Trust Company.
He has presented programs for the American Bar Association and the New Jersey Society of CPAs, authored articles for the Journal of Taxation and Estate Planning magazines, and has been listed in Best Lawyers in America.
Mr. Knox is an honors graduate from Wesleyan University and Harvard Law School, and holds the CFP and CFA designation.
He has been a trustee of the Bonnie Brae School for Boys for 19 years, including four years as board president.
He is also a trustee, executive committee member, and board vice president of The Shakespeare Theatre of New Jersey and is a trustee and board president of the Estate Planning Council of Northern New Jersey.

Former positions of William T. Knox

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	31/12/2009

See the detail of William T. Knox's experience

Training of William T. Knox

Wesleyan University	Undergraduate Degree
Harvard University	Undergraduate Degree

Experiences
Positions held

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