Andrew M. Aran, Cfa

Andrew M. Aran, Cfa Email and Phone Number

Director of Client Development @ Regency Wealth Management
New York, NY, US
Andrew M. Aran, Cfa's Location
New York City Metropolitan Area, United States
Andrew M. Aran, Cfa's Contact Details

Andrew M. Aran, Cfa personal email

n/a

Andrew M. Aran, Cfa phone numbers

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.

Andrew M. Aran, Cfa's Current Company Details
Regency Wealth Management

Regency Wealth Management

View
Director of Client Development
New York, NY, US
Website:
regencywealth.com
Employees:
13
Andrew M. Aran, Cfa Work Experience Details
  • Regency Wealth Management
    Director Of Client Development
    Regency Wealth Management
    New York, Ny, Us
    View
  • Regency Wealth Management
    Managing Partner
    Regency Wealth Management Dec 2008 - Present
    Ramsey, New Jersey, United States
    View
  • Street 2 Street
    Helping Inner City Youth Via Active Role In S2S Board
    Street 2 Street Jun 2007 - Present
    Greater New York City Area
    Assist in planning, vision, and fundraising for this youth focussed ministry that hosts high quality basketball and soccer tournaments.
  • New Canaan Society Bergen County Chapter
    President
    New Canaan Society Bergen County Chapter Jun 2020 - Dec 2021
    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.
  • Star Of Hope Ministries, Inc.
    Board Of Trustees
    Star Of Hope Ministries, Inc. Apr 2010 - Feb 2019
    Paterson, Nj
    Helping inner city Paterson through a network of member churches and suburban partnerships. Board Member since2011, Chair 2015-2017.
  • Alliancebernstein
    Svp
    Alliancebernstein Mar 1991 - Dec 2008
    Portfolio Management and Research Director.
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  • Painewebber
    Vp
    Painewebber 1990 - 1991
    Financial Institutions analyst.
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  • Citibank
    Vp
    Citibank 1989 - 1990
    Key analyst in loan syndication effort.
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  • Standard & Poor'S
    Svp
    Standard & Poor'S 1983 - 1989
    Lead US Financial Institutions Ratings Group.
    View
  • Jpmorgan Chase
    Credit Training Program, Relationship Mgr
    Jpmorgan Chase 1980 - 1983
    Completed intensive one year training program. Two years overseas.
    View

Andrew M. Aran, Cfa Skills

Fixed Income Asset Allocation Credit Wealth Management Research Investments Portfolio Management Asset Management Mergers Financial Modeling Financial Planning Financial Analysis Equities Strategic Planning Policy Governance Investment Management Finance Risk Management Management Strategy Leadership Capital Markets

Frequently Asked Questions about Andrew M. Aran, Cfa

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 the current company?

Andrew M. Aran, Cfa's current role is Director of Client Development.

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What are some of Andrew M. Aran, Cfa's interests?

Andrew M. Aran, Cfa has interest in Leadership, Social Services, Skiing, Economic Empowerment, Investing, Civil Rights And Social Action, Mentoring, Basketball, Financial Planning And Risk Management, Poverty Alleviation.

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

Andrew M. Aran, Cfa has skills like Fixed Income, Asset Allocation, Credit, Wealth Management, Research, Investments, Portfolio Management, Asset Management, Mergers, Financial Modeling, Financial Planning, Financial Analysis.

Who are Andrew M. Aran, Cfa's colleagues?

Andrew M. Aran, Cfa's colleagues are Beverly Schaaf, Daniel Scarpa, Tim Parker, Bryan D. Kabot, Cfp®, Aams®, Mark D. Reitsma, Cfp®, Cmfc, Aep®, Gavin Charlton.

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