John Craig Zeltmann
Plus aucun poste en cours
Profil
Mr. John C.
Zeltmann, CFA, is Wealth Advisor at RegentAtlantic Capital LLC.
Mr. Zeltmann is responsible for managing client relationships and coordinating all aspects of client service for the team.
He currently serves on the firm's Investment Committee, covering the infrastructure and global large cap stock asset classes.
Prior to joining RegentAtlantic Capital, he was employed as an Associate by S.F.
Ehrlich Associates, Inc.
He received his Bachelor of Science in Hotel and Restaurant Management with a focus in real estate finance, development, and asset management from Cornell University.
He is a Certified Financial Planner.
Anciens postes connus de John Craig Zeltmann
| Sociétés | Poste | 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. | Membre du Comité d'Investissement | 01/07/2016 |
S.F. Ehrlich Associates, Inc.
 S.F. Ehrlich Associates, Inc. Investment ManagersFinance S.F. Ehrlich Associates, Inc. is a private company that helps individuals make optimal decisions regarding their Social Security retirement benefits. The company is based in Westfield, NJ. The company believes that Social Security is a critically important income stream that can help meet spending needs throughout retirement. The company also helps clients achieve a successful retirement by building portfolios that include certain characteristics. | Corporate Officer/Principal | - |
Formation de John Craig Zeltmann
| Cornell University | Undergraduate Degree |
Expériences
Fonctions occupées
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Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 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 |
S.F. Ehrlich Associates, Inc.
S.F. Ehrlich Associates, Inc. Investment ManagersFinance S.F. Ehrlich Associates, Inc. is a private company that helps individuals make optimal decisions regarding their Social Security retirement benefits. The company is based in Westfield, NJ. The company believes that Social Security is a critically important income stream that can help meet spending needs throughout retirement. The company also helps clients achieve a successful retirement by building portfolios that include certain characteristics. | Finance |
