Profil
Mr. David H.
Bugen is Managing Partner & Wealth Advisor at RegentAtlantic Capital LLC.
Mr. Bugen is a founding principal of RegentAtlantic.
He has been providing wealth advisory services since 1979.
He is the former chairman of the Northern New Jersey Chapter of the International Association for Financial Planning and served on the Investment Policy Committee for the Financial Planning Association.
He received his BA in Economics from Rutgers College and his MBA in Finance from Rutgers University.
He is also a Certified Financial Planner.
Ehemalige bekannte Positionen von David Henry Bugen
| 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. | Gründer | 01.09.2015 |
| Northern New Jersey, Inc. | Vorsitzender | - |
Ausbildung von David Henry Bugen
| Rutgers State University of New Jersey | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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. |
