Justin Regnier

Portfolio Manager-Aktien bei Nicolet Advisory Services LLC

Finance

Consumer Services

Profil

Mr. Justin J.
Regnier, CFA, is a Wealth Portfolio Manager at Nicolet Advisory Services LLC.
Mr. Regnier began his career in the finance industry.
His experience with investment research, individual and institutional portfolio management, investment oversight, and financial planning gives him the knowledge to assist clients with their financial needs.
Justin is a member of Nicolet's Investment Committee assisting in portfolio construction as well as the Investment Research Team completing manager due diligence.
He obtained his Bachelor of Business Administration degree in Finance and Economics from University of Wisconsin-Eau Claire.
He is also a CFA Charterholder.

Aktive Positionen von Justin Regnier

Unternehmen	Position	Beginn
Nicolet Advisory Services LLC Nicolet Advisory Services LLC Investment ManagersFinance Nicolet Advisory Services LLC is a SEC-registered investment advisor headquartered in Green Bay, Wisconsin. Formerly known as Nicolet Wealth Management LLC, the firm was founded by Scot J. Madson in 1978 and is owned by Nicolet Bankshares, Inc. (NASDAQ: NCBS). Nicolet Advisory Services offers a variety of advisory services to individuals, pension and profit-sharing plans, banking and thrift institutions, trusts, estates, charitable organizations, corporations and business entities.	Portfolio Manager-Aktien	01.05.2021

Alle aktiven Positionen von Justin Regnier

Ausbildung von Justin Regnier

University of Wisconsin-Eau Claire

Undergraduate Degree

Erfahrungen
Besetzte Positionen

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Private Unternehmen

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Beziehungen

Beziehungen ersten Grades

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Unternehmensverbindungen

Private Unternehmen	1
Nicolet Advisory Services LLC Nicolet Advisory Services LLC Investment ManagersFinance Nicolet Advisory Services LLC is a SEC-registered investment advisor headquartered in Green Bay, Wisconsin. Formerly known as Nicolet Wealth Management LLC, the firm was founded by Scot J. Madson in 1978 and is owned by Nicolet Bankshares, Inc. (NASDAQ: NCBS). Nicolet Advisory Services offers a variety of advisory services to individuals, pension and profit-sharing plans, banking and thrift institutions, trusts, estates, charitable organizations, corporations and business entities.	Finance