David Henry Bugen

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Finance

Consumer Services

Perfil

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.

Antiguos cargos conocidos de David Henry Bugen.

Empresas	Cargo	Fin
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.	Fundador	01/09/2015
Northern New Jersey, Inc.	Presidente	-

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Formación de David Henry Bugen.

Rutgers State University of New Jersey

Masters Business Admin

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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.