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Laurie Lutz

Executive Assistant to Chief Executive Officer, Chief Investment Officer and Managing Partner at RegentAtlantic

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REGENTATLANTIC

REGENTATLANTIC

  • description Description
    CI RegentAtlantic Private Wealth, a partner of CI Private Wealth, is a wealth management firm that integrates financial planning and investment management with your individual goals. CI Regen...

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  • Employees count Employees 51-200
  • Revenue Revenue 25 Million to 50 Million
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Laurie Lutz

Executive Assistant to Chief Executive Officer, Chief Investment Officer and Managing Partner

Employees

Rosa Peralta

Client Relationship Specialist

Paula Santin

Onboarding and Investment Operations

Philip Metz

Client Relationship Specialist

Matthew Ogus

Portfolio Implementation Analyst

Paul Platkin

Co-Chief Investment Officer, Partner

Joseph Gazdalski

Senior Business Development Officer

Cfp® Zack Morse

Associate Wealth Advisor

Christopher Cordaro

Partner, Wealth Advisor, Chief Investment Officer

Oksana Kavka

Client Relationship Specialist

Frequently Asked Questions Regarding Laurie Lutz

Answer: Laurie Lutz works for RegentAtlantic as Executive Assistant to Chief Executive Officer, Chief Investment Officer and Managing Partner

Answer: Laurie Lutz’s role in RegentAtlantic is Executive Assistant to Chief Executive Officer, Chief Investment Officer and Managing Partner

Answer: Laurie Lutz's email address is l***@gmail.com

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Answer: Laurie Lutz works in the industry of: Financial Services

Answer: Laurie Lutz works RegentAtlantic located at 60 Columbia Rd, Morristown, New Jersey, 07960, United States

Answer: RegentAtlantic's Executive Assistant to Chief Executive Officer, Chief Investment Officer and Managing Partner is Laurie Lutz

Answer: Laurie Lutz contact details:

  • Phone number  :  (***)-***-****
  • Email  :  l****@regentatlantic.com

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