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. Her expertise includes addressing the challenges of employer stock-related compensation and evaluating career options in the context of each client’s goals. Jane shows clients what’s possible to help them make sound, informed decisions to move toward their goals, with well-designed investment portfolios and advice on critical planning needs and opportunities – adapting as needed to a client’s compliance constraints. In 2010, 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 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 was selected for the inaugural 2019 Women of Wall Street Award, recognizing women for their influence in banking and finance. 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 in Finance from New York University’s Stern School of Business. She also holds the CERTIFIED FINANCIAL PLANNER™ certificate. Jane is a member of the Women’s Bond Club, 100 Women in Finance, NYU Stern Women in Business, and the Women’s Advisory Council of The New York Community Trust.
*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.