Justin Regnier
Gestionnaire de Portefeuille-Actions chez Nicolet Advisory Services LLC
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.
Postes actifs de Justin Regnier
| Sociétés | Poste | Début |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/05/2021 |
Formation de Justin Regnier
| University of Wisconsin-Eau Claire | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 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 |
