Regis Dillon, CFA, CFP®, currently serves as a Partner and Wealth Advisor at Corient, one of the largest integrated fee-only RIAs in the United States, since May 2023. Prior to this role, Regis held the position of Chief Investment Officer at La Ferla Group from May 2015 to July 2023, where responsibilities included chairing the Investment Committee and managing various investment portfolios. Earlier experience includes working as a Wealth Strategy Associate at UBS Wealth Management from July 2011 to May 2015 and as a Banker at JPMorgan Chase from August 2010 to July 2011. Regis holds a Bachelor of Science degree in Business Economics from the State University of New York at Cortland, completed in 2010.
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