Speakers

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.

› View Barbara Bilello’s full profile

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 RegentAtlantic Wall Street Women Forum.

› View Abigail Rosen’s full profile

Not long ago, Jane Newton used to be the only woman at the financial table. Today, she fills every table in the room with successful women in finance. With her Wall Street background and more than 25 years in the field, Jane has consistently been in the vanguard of pioneering women in the financial services industry.

A Partner and Wealth Advisor with RegentAtlantic, Jane recognizes that women are not only responsible for a majority of personal financial decisions, but also that women who work on Wall Street continue to be a widely under-served sector of successful professionals. Though others may also have spotted this void, Jane has set herself apart by acting upon her observation, creating opportunities for both them and her firm.

› View Jane Newton’s full profile