Andrew M. Aran, Cfa
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Andrew M. Aran, Cfa Email & Phone Number

Director of Client Development at Regency Wealth Management
Location: New York City Metropolitan Area, United States, United States 10 work roles
2 work emails found @regencywealth.com 2 phones found area 201 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 2 work emails · 2 phones

Work email a****@regencywealth.com
Direct phone (201) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Director of Client Development
Location
New York City Metropolitan Area, United States, United States
Company size

Who is Andrew M. Aran, Cfa? Overview

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Quick answer

Andrew M. Aran, Cfa is listed as Director of Client Development at Regency Wealth Management, a company with 13 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at regencywealth.com, phone signal with area code 201, and a matched LinkedIn profile for Andrew M. Aran, Cfa.

Andrew M. Aran, Cfa previously worked as Managing Partner at Regency Wealth Management and Helping inner city youth via active role in S2S Board at Street 2 Street.

Company email context

Email format at Regency Wealth Management

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*@regencywealth.com
74% confidence

AeroLeads found 2 current-domain work email signals for Andrew M. Aran, Cfa. Compare company email patterns before reaching out.

Profile bio

About Andrew M. Aran, Cfa

I am excited to help families, trusts, pension plans, non-profits, and endowments to plan and achieve their financial goals through Regency Wealth Management. In January, 2009, after 18 years with AllianceBernstein I partnered up with Mark Reitsma, previously head of Reitsma Financial to establish Regency Wealth Management, LLC, a high-end wealth management firm. In Dec. 2010, we combined our efforts with Tim Parker's Hudson Capital Management.At AllianceBernstein as an Analyst, Research Director and Global Portfolio Manager - Director Global Credit Strategies, I helped pensions, corporations, and high net worth clients achieve superior returns on their investments. Prior experience includes PaineWebber (research), Citibank (Quantitative Research), Standard & Poor's (headed the US Financial Institutions Group), and The Chase Manhattan Bank (Relationship Manager). Awarded the Chartered Financial Analyst professional designation, CFA, in 1986 and am an associate member of the National Association of Personal Financial Advisors, NAPFA.Partner at Regency Wealth Management since 1/1/09.Past President of the New Canaan Society, Bergen County Chapter. past Trustee Board Member and Chair of Star of Hope Ministries, Board Member of Street 2 Street, and served on the Christian Health Care Center Foundation Board. Member, prior Elder and Chair, at Grace Church of Ridgewood. Member of the WealthManagement.com RIA Board Of Advisors.Specialties: *Helping investors meet their financial goals.

Listed skills include Fixed Income, Asset Allocation, Credit, Wealth Management, and 18 others.

Current workplace

Andrew M. Aran, Cfa's current company

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Regency Wealth Management
Regency Wealth Management
Director of Client Development
New York, NY, US
Employees
13
AeroLeads page
10 roles · 46 years

Andrew M. Aran, Cfa work experience

A career timeline built from the work history available for this profile.

Helping Inner City Youth Via Active Role In S2S Board

Current
Street 2 Street

Greater New York City Area

Assist in planning, vision, and fundraising for this youth focussed ministry that hosts high quality basketball and soccer tournaments.

Jun 2007 - Present

President

New Canaan Society Bergen County Chapter

Wyckoff, NJ

Active volunteer and leader since this Chapter's inception in 2005 helping men to network, strengthen their lives, their families and their friendships by growing in their faith. Treasurer 2005-2011. Currently on Executive Board.

Jun 2020 - Dec 2021

Board Of Trustees

Star Of Hope Ministries, Inc.

Paterson, NJ

Helping inner city Paterson through a network of member churches and suburban partnerships. Board Member since2011, Chair 2015-2017.

Apr 2010 - Feb 2019

Svp

Portfolio Management and Research Director.

Mar 1991 - Dec 2008

Vp

Financial Institutions analyst.

1990 - 1991 ~1 yr

Vp

Key analyst in loan syndication effort.

1989 - 1990 ~1 yr

Svp

Lead US Financial Institutions Ratings Group.

1983 - 1989 ~6 yrs

Credit Training Program, Relationship Mgr

Completed intensive one year training program. Two years overseas.

1980 - 1983 ~3 yrs
Team & coworkers

Colleagues at Regency Wealth Management

Other employees you can reach at regencywealth.com. View company contacts for 13 employees →

FAQ

Frequently asked questions about Andrew M. Aran, Cfa

Quick answers generated from the profile data available on this page.

What company does Andrew M. Aran, Cfa work for?

Andrew M. Aran, Cfa works for Regency Wealth Management.

What is Andrew M. Aran, Cfa's role at Regency Wealth Management?

Andrew M. Aran, Cfa is listed as Director of Client Development at Regency Wealth Management.

What is Andrew M. Aran, Cfa's email address?

AeroLeads has found 2 work email signals at @regencywealth.com for Andrew M. Aran, Cfa at Regency Wealth Management.

What is Andrew M. Aran, Cfa's phone number?

AeroLeads has found 2 phone signal(s) with area code 201 for Andrew M. Aran, Cfa at Regency Wealth Management.

Where is Andrew M. Aran, Cfa based?

Andrew M. Aran, Cfa is based in New York City Metropolitan Area, United States, United States while working with Regency Wealth Management.

What companies has Andrew M. Aran, Cfa worked for?

Andrew M. Aran, Cfa has worked for Regency Wealth Management, Street 2 Street, New Canaan Society Bergen County Chapter, Star Of Hope Ministries, Inc., and Alliancebernstein.

Who are Andrew M. Aran, Cfa's colleagues at Regency Wealth Management?

Andrew M. Aran, Cfa's colleagues at Regency Wealth Management include Bryan D. Kabot, Cfp®, Aams®, Daniel Scarpa, Mark D. Reitsma, Cfp®, Cmfc, Aep®, Beverly Schaaf, and Gavin Charlton.

How can I contact Andrew M. Aran, Cfa?

You can use AeroLeads to view verified contact signals for Andrew M. Aran, Cfa at Regency Wealth Management, including work email, phone, and LinkedIn data when available.

What skills is Andrew M. Aran, Cfa known for?

Andrew M. Aran, Cfa is listed with skills including Fixed Income, Asset Allocation, Credit, Wealth Management, Research, Investments, Portfolio Management, and Asset Management.

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