Barbara has provided the tailored services and customized advice that help high-net-worth clients and their families to build and protect their wealth across generations since 1996. Barbara joined CI RegentAtlantic in 2017, was named Co-Chair of the firm’s Wall Street Women Forum in 2021, was named as Partner in 2021, and is currently launching the firm’s LGBTQ+ practice. Her previous experience includes positions with U.S. Trust and Goldman, Sachs & Co. Barbara holds a bachelor’s degree from Providence College in Rhode Island.
Abigail (Abby) Rosen is a CERTIFIED FINANCIAL PLANNER™ professional with over fifteen years of experience in the financial industry. Prior to her career in finance, Abby was an officer in the United States Navy and continues to incorporate the Navy’s 11 Leadership Principles in her current role. Abby specializes in working with corporate executives to help them take full advantage of their available benefits, implement in respect to employer stock concentrations and manage their stock option strategies. She is developing a specialty in executives with Cross Border challenges and is the Co-Chair of the Wall Street Women Forum.
Senior Advisor, Head of Diversity & Inclusion, Moelis & Company