William T. Knox
Nessuna posizione attualmente
Profilo
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.
Precedenti posizioni note di William T. Knox
| Società | Posizione | 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. | Gestore di Portafoglio-Azioni | 31/12/2009 |
Formazione di William T. Knox
| Wesleyan University | Undergraduate Degree |
| Harvard University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 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 |
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