Sagar Shah - Email & Phone Number

Client Portfolio Manager at Regentatlantic

Sagar Shah is based out of New York City Metropolitan Area and works at Regentatlantic as Client Portfolio Manager.

Sagar Shah's Contact Information

Sagar Shah's Work email

s*****@regent***.com

Valid

Latest update

January 23, 2024

Location

New York City Metropolitan Area

Sagar's current employer

Regentatlantic

Description

RegentAtlantic is a registered investment advisory fiduciary firm in New Jersey and New York specializing in financial planning and inves...

Website

regentatlantic.com

HQ Location

Morristown, New Jersey, United States

Number of employees

51-200

Industry

Financial Services

Latest update

April 30, 2024

Read about Regentatlantic

Frequent questions about Sagar Shah

What company is Sagar Shah working for?

Sagar Shah works for Regentatlantic.

What is Sagar Shah's function at Regentatlantic?

Sagar Shah is Client Portfolio Manager at Regentatlantic.

Where is Sagar Shah based?

Sagar Shah is based out of New York City Metropolitan Area.

What is Sagar Shah's work email address?

Sagar Shah's professional email address is s*****@regent***.com

Who are Sagar Shah's co-workers?

Sagar Shah's colleagues are Laurie Lutz, George Stapleton, Jane Newton, Matt Holden, Dilan Kluge, Leslie Amster, Christopher Cordaro, Matt Mignon, Lisa Neira, Brian Kazanchy, David Pettit, Chris Piccoli, Kristie Gensheimer, Kyle Kratochvil, Ryan Kung, Bryan Smalley, Matthew Masterson, Nate Nassif, Ian Harvey, James Ciprich, Eileen Stevens, Abigail Rosen, Michael Klinger, Peter O'Neill, Tyrel Holston, Ian Kravitz, Erika Tremper, Andy Kapyrin, Jonathan Gulman, Chadderdon O'Brien, Lesley Draper, William Vaughan, Jerry Korey, James Sonneborn, Alex Coriddi.

Sagar's co-workers

Laurie Lutz

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

George Stapleton

CEO and Partner

Jane Newton

Partner and Wealth Advisor; Founder of the RegentAtlantic Wall Street Women Forum

Matt Holden

Associate Director of Investments

Dilan Kluge

Director - Investments

Leslie Amster

Human Resource Director

Christopher Cordaro

Partner, Wealth Advisor, Chief Investment Officer

Managing Partner and Wealth Advisor

Senior Marketing Associate

Kyle Kratochvil

Associate Wealth Advisor

Ryan Kung

Associate Wealth Advisor

Bryan Smalley

Wealth Advisor

Matthew Masterson

Chief Financial Planning Officer

Associate Wealth Advisor

Abigail Rosen

Wealth Advisor

Michael Klinger

Associate Wealth Advisor

Peter O'Neill

Wealth Advisor

Tyrel Holston

Chief Marketing Officer

Ian Kravitz

Investment Analyst

Erika Tremper

Data Management & Technology Specialist

Andy Kapyrin

Co Chief Investment Officer

Jonathan Gulman

Wealth Advisor

Chadderdon O'Brien

Partner & Wealth Advisor

Lesley Draper

Partner and Wealth Advisor

Partner & Wealth Advisor, Co-Chair Neighborhood Nonprofits Group

Alex Coriddi

Wealth Advisor

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