Matt R. Mozer

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Finance

Consumer Services

Profil

Mr. Matt R.
Mozer is an Analyst at RegentAtlantic Capital LLC.
He is responsible for preparing investment recommendations, conducting financial based analyses and assisting clients to achieve their financial goals.
He is a member of the firm's Estate Planning Sub-Committee.
Mr. Mozer graduated from Lafayette College in Easton, PA with a BA in Economics and Business, and a minor in Environmental Sciences.

Ehemalige bekannte Positionen von Matt R. Mozer

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.	Analyst-Equity	01.10.2013

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Ausbildung von Matt R. Mozer

Lafayette College

Undergraduate Degree

Erfahrungen
Besetzte Positionen

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Private Unternehmen

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Beziehungen

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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