MORRISTOWN, N.J.–(BUSINESS WIRE)–RegentAtlantic, a leading Registered Investment Advisor and full service
financial planning firm, today announced that Lesley Draper, CFP, and
Abigail Rosen, CFP, have been named Partners at the firm.
“We are delighted to name Lesley Draper and Abby Rosen Partners at
RegentAtlantic. Both are outstanding financial planning professionals
who have made positive impacts to their clients’ financial well-being as
well as to our surrounding communities,” said George Stapleton, CEO of
RegentAtlantic. “They’ve helped make RegentAtlantic a stronger and more
well-rounded firm.”
Lesley Draper joined RegentAtlantic in 2009. She advises clients across
multiple areas of their financial lives and strives to help them meet
their long-term financial and estate planning goals. Lesley takes a
special interest in charitable and wealth transfer planning. She is
passionate about giving back and co-chairs the Firm’s Neighborhood
Nonprofits Group in addition to serving on multiple charitable boards,
including P.G. Chambers School and Morristown Festival of Books and
formerly Impact 100 Garden State. She also chairs the development
committee for the P.G. Chambers School and is the incoming President of
the Estate Planning Council of Northern New Jersey.
Lesley received her BS from Purdue University in West Lafayette,
Indiana. She is a Certified Financial Planner™ professional, a Certified
Trust and Financial Advisor (CTFA) and has taught at the Institute of
Certified Bankers Graduate Trust School held at Northwestern University.
Prior to joining RegentAtlantic, Lesley was a Vice President in
Citigroup Private Bank focusing on relationship management and business
development. Prior to her tenure at Citigroup, she spent 11 years at
U.S. Trust Company of New York in the Financial Planning and Family
Wealth departments providing financial, estate and investment planning
advice to high-net-worth individuals, corporate executives and
multi-generational families.
Abigail (Abby) Rosen, a Certified Financial Planner™ professional,
joined RegentAtlantic in 2016 and has more than 14 years of financial
planning experience. Prior to her career in finance, Abby was a
Lieutenant in the United States Navy. Abby is responsible for managing
client relationships, creating financial plans that align with clients’
goals as well as coordinating all aspects of client service for the
team. She specializes in working with corporate executives to help them
take full advantage of their available benefits, implement plans for
employer stock concentrations and manage their stock option strategies,
and she advises clients on financial needs in all aspects of their lives.
Abby graduated with a Bachelor of Arts degree from the College of the
Holy Cross and received a Master of Science degree in Financial Planning
from Bentley University. She is the Treasurer of the New Jersey
Psychological Association Foundation and Treasurer of the Harding
Township Educational Foundation (HTEF).
About RegentAtlantic
RegentAtlantic is an independent partnership founded in 1982. With
offices in Morristown, New Jersey and New York, New York, RegentAtlantic
has built its reputation by providing stellar financial planning and
investment management across generations with a special focus on
retirement planning. RegentAtlantic has earned numerous industry awards,
including “Best Places to Work for Financial Advisers 2019” by
InvestmentNews; one of the top Registered Investment Advisors of 2018 by
Financial Advisor, one of the top 300 Independent Registered Investment
Advisors of 2018 by the Financial Times.
Contacts
Media:
Tucker Hewes, Hewes Communications, Inc., (212) 207-9451, [email protected]
