Daniel Weitz

Finance

Consumer Services

Profile

As a member of the investment team at RegentAtlantic, Mr. Weitz is responsible for daily portfolio rebalancing and trading, new client implementation, and maintaining the firm's records of all transactions.
He serves as a member of the Investment Committee where he analyzes current and future investment options.
He also provides technical support for the firm's website.
Mr. Weitz graduated with a B.S.
in Psychology from the University of Maryland in 2007.

Former positions of Daniel Weitz

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	2008-10-30

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Training of Daniel Weitz

University of Maryland

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

1st degree connections

1st degree companies

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Female

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Executives

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Linked companies

Private companies	1
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