Robert B. Gregg
Profile
In addition to his role at RegentAtlantic, Mr. Gregg currently services as Pro Bono Director for the Financial Planning Association of New Jersey.
Previously, he served as a Private Mortgage Banker and Residential Loan Officer for Wells Fargo Bank.
Prior to this position Bob was a Senior Manager for Business Management and Product Development at Lucent Technologies.
Mr. Gregg received an A.B.
in Linguistics from San Diego State University.
He also received an M.S.
in Industrial Engineering and an M.S.
in Computer, Information and Control Engineering from The University of Michigan.
He is pursuing a Certified Financial Planner professional designation.
Former positions of Robert B. Gregg
| Companies | Position | End |
|---|---|---|
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. | Analyst-Equity | 2009-04-29 |
Wells Fargo Bank Minnesota, NA
 Wells Fargo Bank Minnesota, NA Major BanksFinance Headquartered in Minneapolis, Minnesota, Wells Fargo Bank Minnesota NA is a subsidiary of Wells Fargo & Co. (NYSE: WFC), a diversified financial services company that provides a range of banking, insurance, investment, mortgage and consumer finance services. | Corporate Officer/Principal | - |
Training of Robert B. Gregg
| San Diego State University | Undergraduate Degree |
| University of Michigan | Graduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 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 |
Wells Fargo Bank Minnesota, NA
Wells Fargo Bank Minnesota, NA Major BanksFinance Headquartered in Minneapolis, Minnesota, Wells Fargo Bank Minnesota NA is a subsidiary of Wells Fargo & Co. (NYSE: WFC), a diversified financial services company that provides a range of banking, insurance, investment, mortgage and consumer finance services. | Finance |
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