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James Ciprich Email & Phone Number
Partner and Wealth Advisor
at
Corient
1 work email found
@regentatlantic.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
Partner and Wealth Advisor
Location
Morristown, New Jersey, United States
Who is James Ciprich? Overview
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Quick answer
James Ciprich is listed as Partner and Wealth Advisor at Corient, based in Morristown, New Jersey, United States. AeroLeads shows a work email signal at regentatlantic.com and a matched LinkedIn profile for James Ciprich.
James Ciprich previously worked as Partner & Wealth Advisor at Corient and Wealth Advisor at Ci Regentatlantic Private Wealth. James Ciprich holds Mba, Finance from Rutgers Business School.
Company email context
Email format at Corient
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{first_initial}{last}@regentatlantic.com
86% confidence
AeroLeads found 1 current-domain work email signal for James Ciprich. Compare company email patterns before reaching out.
Profile bio
About James Ciprich
Trusted, fee-only advisor to high net worth clients providing intergrated financial planning and investment management services.Specialties: Financial Planning, investment management, risk management, tax planning, estate planning. Particular focus on wealth management solutions for seniors in transition.Contact: james.ciprich@corient.com(862) 812-780060 Columbia Rd., Morristown, NJ 07960
Current workplace
James Ciprich's current company
Company context helps verify the profile and gives searchers a useful next step.
10 roles · 34 years
James Ciprich work experience
A career timeline built from the work history available for this profile.
Partner & Wealth Advisor
CurrentCorient is one of the largest integrated fee-only RIAs in the United States. Our experienced team of wealth advisors has knowledge spanning the full spectrum of planning, investing, lending and money management disciplines. Our unique partnership model fosters professional collaboration rather than competition and a relentless focus on excellence—designed.
Jul 2023 - Present
Wealth Advisor
Ci Regentatlantic Private Wealth
As a Wealth Advisor, Jim advises clients on their financial planning and investment management decisions. Since joining RegentAtlantic in 2007, he has developed an expertise in working with seniors on healthcare and housing issues. Jim regularly speaks on this topic at retirement communities in the Tri-State area, and he works with both the individual.
Dec 2010 - Jul 2023
Financial Advisor
Ci Regentatlantic Private Wealth
As the team's Financial Advisor, I am responsible for developing comprehensive financial plans for high net worth clients. I also manage the team's workflow, coordinating investment management services and delivering plan analysis to clients on a timely basis.
Oct 2007 - Dec 2010
Adjunct Professor
I teach Financial Planning courses to professional students in the Certified Financial Planner certificate program.
Apr 2007 - Jun 2015
Wealth Management Specialist
Usi Bertholon Rowland
Certified Financial Planner specializing in business continuity, estate planning, investment management and risk management. Firm endorsed by the New York State Bar Association, as well as other county and state bar associations across the country. I provided fee-based financial planning services as well as insurance and investment products to businesses.
Jan 2005 - Sep 2007
Financial Representative
As a Financial Advisor with New England Financial of North Jersey, which is an affiliate of MetLife, I provided financial solutions to businesses and individuals and helped to implement those solutions through the sales of insurance and investment products.
Aug 2002 - Jan 2005
Marketing Director
Digital Club Network
2000 - 2003
~3 yrs
College Marketing Rep
1995 - 1997
~2 yrs
Intern
1992 - 1992
3 education records
James Ciprich education
Mba, Finance
Rutgers Business School
Ba, Economics
Rutgers University
Education record
Middletown Hs South
FAQ
Frequently asked questions about James Ciprich
Quick answers generated from the profile data available on this page.
What company does James Ciprich work for?
James Ciprich works for Corient.
What is James Ciprich's role at Corient?
James Ciprich is listed as Partner and Wealth Advisor at Corient.
What is James Ciprich's email address?
AeroLeads has found 1 work email signal at @regentatlantic.com for James Ciprich at Corient.
Where is James Ciprich based?
James Ciprich is based in Morristown, New Jersey, United States while working with Corient.
What companies has James Ciprich worked for?
James Ciprich has worked for Corient, Ci Regentatlantic Private Wealth, Fairleigh Dickinson University, Usi Bertholon Rowland, and New England Financial.
How can I contact James Ciprich?
You can use AeroLeads to view verified contact signals for James Ciprich at Corient, including work email, phone, and LinkedIn data when available.
What schools did James Ciprich attend?
James Ciprich holds Mba, Finance from Rutgers Business School.
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