Jane Newton advises individuals and families to help them realize their financial and personal objectives. Drawing on her Wall Street background, Jane has a particular focus on the unique planning and investment needs of women on Wall Street, extending to their career and personal issues. In addition to helping clients address the challenges surrounding employer stock-related compensation, Jane recommends strategies to minimize estate and income taxes and reduce risks. Her expertise includes evaluating career options in the context of each client’s goals. The Firm has experience adapting its processes to handle compliance constraints imposed by clients’ employers. Jane founded the RegentAtlantic Wall Street Women Forum® for high-level women in the industry.
Jane joined RegentAtlantic in 2005. She has 17 years of prior experience on Wall Street in J.P. Morgan’s investment banking and private banking groups. In June, 2015, Jane was named by Barron’s to America’s Top 100 Women Financial Advisors (#22).* She was also named one of the “Best 50 Women in Business” in 2013 by NJBIZ*. Jane has been quoted and profiled in a number of publications, including the Wall Street Journal, Fortune, and the New York Times.
Jane received a BA from Tufts University in Economics and an MBA from New York University’s Stern School of Business in Finance. She also holds the CERTIFIED FINANCIAL PLANNER™ designation. Jane is a member of the Women’s Bond Club, 100 Women in Finance, and the Stern Women in Business.
*Important Disclosure Information
The Top 100 Women Financial Advisors ranking system is proprietary to Barron’s. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices as perceived by Barron’s. The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner.
Jane Newton did not pay a fee to participate in the Barron’s rankings, however she completed a survey and provided the information needed to Barron’s to participate in the ranking. Barron’s did not disclose the number of advisors who submitted surveys.
Note that the Total Asset ($mil) listed in the Barron’s ranking is the Total Assets ($mil) managed by RegentAtlantic as a firm and not by Jane Newton individually.
Best 50 Women in Business – An independent panel of judges selected the top 50 winners based on their dedication to business growth, professional and personal accomplishments, community involvement and advocacy for women. There is no ranking of the Best 50 Women in Business.
These rankings are not indicative of Jane Newton’s past or future investment performance nor are they representative of any client’s experience with Jane or endorsement of her service.
There was no fee to participate in these rankings.