We are excited to announce that due to our firm’s continued, steady growth and the need to create a more formalized structure, Tim Parker, CFA has been promoted to Chief Executive Officer of Regency Wealth Management, effective immediately. This strategic move reflects our commitment to scaling our operations while maintaining the exceptional level of service our clients have come to expect. Having a dedicated CEO will help streamline our decision-making processes and ensure consistent execution of our strategic initiatives.
In addition to the new role, Tim will continue his work as a Wealth Advisor, Chairman of our Investment Committee, and will join Chief Operating Officer, Bryan Kabot and Chief Compliance Officer, Mark Reitsma in the executive leadership of the firm. Tim’s new role is critical to ensuring that Regency’s growth will continue without compromising our commitment to service quality. His appointment as CEO will allow us to better coordinate our various departments and initiatives, while maintaining the personalized attention that has been a hallmark of our success.
Tim was named a Partner of Regency Wealth Management in 2010 when it became the new brand name for Hudson Capital Management, LLC, the firm he founded in 2004. He has a deep and broad investing background encompassing over thirty years of business experience including private and public investing across the capital structure of all sizes of companies, while working at major banking institutions Bank of America, Bankers Trust, and The Bank of New York.
We believe that under Tim’s leadership, Regency Wealth Management will continue to thrive and achieve our mission to assist individuals, families, & institutions with identifying, understanding, and pursuing their financial goals and objectives. The creation of this position represents an important step in our firm’s evolution and positions us well for the next phase of growth. Please join us in supporting Tim in his expanded role and in looking forward to our exciting future!
Timothy G. Parker
CFA, AEP®
Managing Partner & Chief Executive Officer
Bryan D. Kabot
CFP®, AAMS®
Managing Partner & Chief Operating Officer
Mark D. Reitsma
CFP®, CMFC, AEP®
Managing Partner & Chief Compliance Officer
Andrew M. Aran
CFA, MBA
Managing Partner
Mark M. Andraos
CFA, CFP®
Partner & Wealth Advisor
Regency Wealth Management is a SEC Registered Investment Advisor managing over $500 million for families and small institutional investors. Regency was founded in 2004, is headquartered in New Jersey, and serves clients across the country.