John Regan

John Regan has a diverse work experience in the finance industry. John started their career as an Intern Analyst at Falcon Investment Advisors, LLC in 2014, where they worked with active deal teams to review incoming CIM's and formulate due diligence questions for investment decisions. Later that year, they interned as a Wealth Management Intern at UBS, where they supported the sales and marketing teams and performed fund accounting calculations. In 2015, they worked as a Spring Intern at Ladenburg Thalmann, where they provided market research, assisted sales with portfolio comparisons, and conducted due diligence on various investment vehicles. From 2015 to 2021, they were an Equity Trader at Seven Points Capital, actively managing equity trades. Currently, since 2021, they are working as a Trading Analyst at Clear Street.

John Regan completed their Bachelor's Degree in Finance from Fairfield University from 2011 to 2015. John then pursued a Master of Science in Finance, General from Babson College, which they obtained in 2019. In addition to their academic degrees, John also obtained several certifications from the Financial Industry Regulatory Authority (FINRA). In November 2015, they earned the Series 55 certification, followed by the Series 63 in October 2015, and the Series 7 in September 2015.