Regina DiFelice

Partner

Regina has been integrally involved in, or led every major administrative project the firm has tackled over the last dozen years. She is a member of the Operating Committee and her day job is managing our Portfolio Accounting Group or ‘PAG’ as it is affectionately referred to at Veritable. PAG is responsible for populating the firm’s recordkeeping system with information from dozens of custodians that hold our clients’ assets. Her department plays a central role in the new client on-boarding process and is known for its ability to take a two foot high stack of statements from multiple brokers and banks and move it quickly and accurately into our electronic data warehouse. Members of her department are coveted by other teams around the firm who occasionally try to woo away her staff. Before coming to Veritable in 2001 Regina was a supervisor for mutual fund accounting at SEI Investments. She holds a BS in Business Administration from Shippensburg University where she majored in Finance. After work and on weekends Regina is a supermom to her three children. She volunteers at their schools and together with her husband Matt coaches intramural/youth sports teams. Every year before the holidays, Regina and her colleagues raise funds and gather gifts from our staff for less fortunate families. She and her very nurturing PAG team are incredible role models to all of us at Veritable.