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Justin Regnier
Portfolio Manager-Equities at Nicolet Advisory Services LLC
Profile
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.
Justin Regnier active positions
Companies | Position | Start |
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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. | Portfolio Manager-Equities | 2021-04-30 |
Training of Justin Regnier
University of Wisconsin-Eau Claire | Undergraduate Degree |
Experiences
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1st degree connections
1st degree companies
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Female
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Linked companies
Private companies | 1 |
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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 |
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