Kyle Wade

Consumer Services

Finance

Profile

Mr. Kyle Wade is Portfolio Analyst and a Member of the Investment Committee at RegentAtlantic Capital LLC.
Prior to joining RegentAtlantic Capital LLC in March 2011, Mr. Wade was employed as a Risk Management Associated by UPS Supply Chain Solutions.
Mr. Wade received his BS in Physics and Philosophy from Florida State University and a Master of Quantitative Finance from Rutgers University (New Jersey).

Former positions of Kyle Wade

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	-

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Training of Kyle Wade

Florida State University	Undergraduate Degree
Rutgers State University of New Jersey	Graduate Degree

Experiences
Positions held

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Inactive

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Private companies

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Connections

100 +

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1st degree companies

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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