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 Wall Street Women Forum for high-level women in the industry.
Jane joined CI RegentAtlantic in 2005. She has 17 years of prior experience on Wall Street in J.P. Morgan’s investment banking and private banking groups. Jane was named to Crain’s New York Business 2021 Notable Women on Wall Street.* She was also named to Barron’s Top 100 Women Financial Advisors in 2019** and 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. She 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 criteria for nomination and selection process included five core components: Any woman currently working in New York in the financial sector such as banks, investment firms, insurance companies, mutual funds, hedge funds, private equity funds and stock exchanges; company affiliation based within the 5 boroughs of New York City or the counties of Westchester, Bergen, Nassau or Rockland; working for a minimum of 5 years in the industry; career professional achievements with an emphasis on the past 12 to 18 months; and involvement in community and/or philanthropic activities, mentoring programs, diversity & inclusion initiatives. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. The award is meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties.
**The 2019 Top Women Advisors ranking system is proprietary to Barron’s. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. 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 CI 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.
The above awards may not be representative of any of Jane Newton’s or CI RegentAtlantic’s clients’ experience with Jane or the Firm or any future experience with Jane or the Firm. The awards are not indicative of Jane Newton’s or CI RegentAtlantic’s future investment performance. Please note that there is no fee to participate in these rankings.