Profil
Ms. Megan M.
Brozowski is a Wealth Manager at RegentAtlantic Capital LLC.
As Wealth Manager, she counsels and advises clients on wealth management issues to help them achieve their financial goals and objectives.
While she works with a full range of client needs, she has a particular focus on women experiencing a life transition, such as the death of a family member or divorce.
She joined RegentAtlantic in 2002 as an Analyst and implemented the firm's breakthrough portfolio rebalancing software.
Ms. Brozowski has worked in the financial services industry since 1999, including positions with Scudder Kemper Investments and Jamison, Eaton and Wood.
Ms. Brozowski holds a BA from St. Lawrence University as well as the CERTIFIED FINANCIAL PLANNER and Certified Divorce Financial Analyst designations.
Anciens postes connus de Megan M. Brozowski
| Sociétés | Poste | Fin |
|---|---|---|
Jamison, Eaton & Wood, Inc.
 Jamison, Eaton & Wood, Inc. Investment ManagersFinance Founded in 1972, Jamison, Eaton & Wood, Inc. is an independent registered investment advisor firm located in Bedminster, New Jersey with an additional office in Princeton, New Jersey. They provide services to pension and profit sharing plans, foundations, endowments, Taft Hartley funds, corporate investors and individual investors. | Corporate Officer/Principal | - |
| Zurich Scudder Investments, Inc. | Corporate Officer/Principal | - |
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. | Gestionnaire de Portefeuille-Actions | - |
Formation de Megan M. Brozowski
| St. Lawrence University | 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 | 3 |
|---|---|
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 |
| Zurich Scudder Investments, Inc. | Finance |
Jamison, Eaton & Wood, Inc.
Jamison, Eaton & Wood, Inc. Investment ManagersFinance Founded in 1972, Jamison, Eaton & Wood, Inc. is an independent registered investment advisor firm located in Bedminster, New Jersey with an additional office in Princeton, New Jersey. They provide services to pension and profit sharing plans, foundations, endowments, Taft Hartley funds, corporate investors and individual investors. | Finance |
