Veritable
Regina has been integrally involved in, or led every major administrative project the firm has tackled over the last dozen years. She is a member of the Operating Committee and her day job is managing our Portfolio Accounting Group. She holds a BS in Business Administration from Shippensburg University where she majored in Finance.
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Veritable
They are one of the largest and oldest independent investment advisors, operating as a multi-family office, serving over 200 families and managing $15 billion