George Stapleton

RegentAtlantic

Managing Partner and Chief Executive Officer

George Stapleton

RegentAtlantic

Managing Partner and Chief Executive Officer

We define wealth management as the integration of financial planning and investment management to help our clients achieve their personal and financial goals. - George Stapleton

800-475-0831

Accepting Clients with at Least $1 Million of Investable Assets

Meet George Stapleton

George Stapleton joined RegentAtlantic as a Managing Partner and the Firm’s Chief Executive Officer. He is responsible for all management aspects of the firm in collaboration with the Management Committee.  George has held management roles in both large multinational firms and small partner-owned firms similar to RegentAtlantic. He was most recently Principal of his eponymous, Greenwich-based firm, the Stapleton Group, LLC that provided management services to firms within the financial industry. Prior to this, he was CEO of the Connecticut-based RIA, HHG & Co., and previously George was with JPMorgan for 18 years.

With a philanthropic interest in advancing children’s literacy in America, George and his wife, Lorrie, founded Books4Everyone, a nonprofit organization that promotes literacy in Fairfield County.  The volunteer-based organization recycles gently used children’s books to needy schools, homeless shelters and community organizations. George and Lorrie live in Florham Park and Fairfield County, CT.

George Stapleton is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    George Stapleton is a NAPFA Associate Member

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact George Stapleton

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Office Locations:

  • 60 Columbia Road
    Building A, Suite 300
    Morristown, NJ 07960
  • 551 Fifth Avenue
    Suite 2610
    New York, NY 10176

2018 04 04 19 00 RegentAtlantic Second Quarter Investment Outlook

Published on Apr 11, 2018

RegentAtlantic 2018 Investment Outlook

Published on Feb 21, 2018

2017 10 11 19 03 RegentAtlantic Fourth Quarter Investment Outlook

Published on Oct 16, 2017

RegentAtlantic Third Quarter 2017 Investment Outlook

Published on Jul 19, 2017

RegentAtlantic Business Owners Group Webinar 6.27.17

Published on Jun 30, 2017

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