Forum Co-Chairs

Barbara Bilello
Partner and Wealth Advisor
CI RegentAtlantic
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 Rosen
Partner and Wealth Advisor
CI RegentAtlantic
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.
- All
- April 2021 Speakers: The Big Stretch
- April 2022 Speakers: Framing Your Future
- April 2023 Speakers: Amplify Your Journey
- Past Forum Keynote Speakers
- Past Forum Speakers
BlackRock
J.P. Morgan
Russ Allison Accelerating Leadership
BlackRock
Goldman Sachs
2018 President of the Aging Life Care Association
Nuveen Green Capital
Freddie Mac
Egon Zehnder
CFO and Board Specialist
Former Executive Vice President, Domestic Network Distribution and Marketing, HBO
Golub Capital
Blooomberg L.P.
ByalaSearch
Former Managing Director, Morgan Stanley
Bank of America Merrill Lynch
The Alberleen Group, LLC
Nuveen Green Capital
Workplace Relationships, Inc.
NPower
Former COO Global Technology and Operations, BlackRock
Designing4Bettter
Brown Brothers Harriman & Co.
Pershing, A BNY Mellon Company
Vista Equity Partners
Retired Chief Investment Officer
JPMorgan Chase
Executive Employment
Financial Services Group
Katten Muchin Rosenman, LLP
Morgan Stanley
Lead Independent Director of The Carlyle Group;
Independent Director of Ciena Corporation and Micro Focus International PLC
GE Capital
AQR Capital Management
Families and Work Institute
Goodstone Group, LLC
Benchmark Communications Chairman of The Creating WE Institute
Campus Scout, LLC
Citigroup
Morgan Stanley
Solera Capital
ProShare and ProFund Advisors, LLC
Ariel Investments
Designed Performance
Global Markets
Citi Corporate and Investment Banking;
Vice Chairman, Capital Markets Origination,
Citigroup Global Markets Inc.
Deutsche Bank
Creator, RadReads
Plum Alley
Loan Capital Market & Syndicate and Loan Sales
Credit Suisse
Deloitte Touche
JP Morgan
Russell Reynolds Associates
BlackRock
Bedlam Entertainment
Siemens AG
Former Music Executive/Talent Manager;
Private Investor; Entrepreneur; Independent Board Member
BNY Mellon
Center for Talent Innovation
J.P. Morgan Asset Management
The Options Group
Chair, ICE Fixed Income and Data Services
BNY Mellon Global Markets
HR Energy
UBS Wealth Management
Jennifer Meister, LLC
Ronald Fatoullah & Associates
J.P. Morgan Chase
Scotiabank
KeyCorp
Ladders
Bridgewater Associates
Centerbridge
Morgan Stanley Investment Management
Creator, Million Dollar Women Summit;
Author
The ANTARES Group
Lucas Point Ventures
ElderCare Advocacy
Bloomberg Television
BNY Mellon
Senior Advisor, Head of Diversity & Inclusion, Moelis & Company
Girls Who Code
Member of Société Générale U.S. Executive Committee
Cornell Law School
Independent Board Director;
Advisor to Startups
Ora Executive Coach
American Express;
Customer zealot, Board Member, Leader
Barnard College
Korn Ferry
Temin and Company
Cestone & Thompson, PC
Notch Partners
Golden Seeds
Wechsler & Cohen
Families and Work
Weeden & Co., LP
Flynn Heath Holt Leadership
Korn Ferry
President, New York City Hospitality Alliance;
Author
Bank of America
NBCUniversal
Department of Behavioral Sciences and Leadership
United States Military Academy
Fortune Magazine
Worldfund