Storia della carriera di David Henry Bugen
Precedenti posizioni note di David Henry Bugen
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
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. | Fondatore | 01/01/1997 | 01/09/2015 |
| Gestore di Portafoglio-Azioni | 01/01/1997 | 01/09/2015 | |
| Northern New Jersey, Inc. | Presidente | 17/05/2011 | - |
| Corporate Officer/Principal | - | 17/05/2011 |
Formazione di David Henry Bugen
| Rutgers State University of New Jersey | Masters Business Admin |
Statistiche
Distribuzione geografica
| Stati Uniti | 3 |
| Francia | 2 |
Posizioni
| Founder | 1 |
| Portfolio Manager-Equities | 1 |
| Masters Business Admin | 1 |
Settori
| Finance | 2 |
| Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 2 |
|---|---|
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 |
| Northern New Jersey, Inc. |
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