Deirdre C. LaRue
Keine laufenden Positionen mehr
Profil
Ms. LaRue has been providing wealth management services since 1985.
Ms. LaRue holds a BS in Marketing from Rutgers University and holds the CFP designation.
She holds a Series 7 securities license and is an active member of the Financial Planning Association.
She has contributed financial advice on topics related to women and investing for The Daily Record.
Ms. LaRue has presented financial planning seminars to corporations and clients of RegentAtlantic Capital.
She is also an active supporter of The Women's Fund of New Jersey.
Ehemalige bekannte Positionen von Deirdre C. LaRue
| Unternehmen | Position | Ende |
|---|---|---|
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-Aktien | 30.09.2008 |
Ausbildung von Deirdre C. LaRue
| Rutgers State University of New Jersey | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
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 |
