Regina DiFelice
Director
- Shareholder
Regina DiFelice is a Director and shareholder at Pathstone. She has worked in investment accounting and operations for over 20 years, previously at Veritable, LP. Regina founded, and leads, the Portfolio Accounting Group (PAG) in the Philadelphia metro area office. Her team is responsible for managing the portfolio accounting and management system and ensuring accurate books and records for all client accounts. Regina and her team also play a key role in the onboarding of new clients, pricing client portfolios, and managing the custodian electronic interfaces.
Regina works closely, and as a liaison, with IT & Reporting, Trading, and the Portfolio Management teams. Over the years, Regina has led several initiatives to centralize various operational tasks across the office, creating efficiencies and streamlining workflows. Regina is a member of the Operating Committee and Trade Review Committee for the Philadelphia metro area office.
Regina earned a Bachelor of Science degree in Business Administration, with a concentration in Finance, from Shippensburg University.
After work and on the weekends, Regina can often be found volunteering at her kids’ school or one of their many sporting events. Regina enjoys spending summer weekends at the Jersey Shore with family and friends.
Group
Office
Regina DiFelice is a Director and shareholder at Pathstone. She has worked in investment accounting and operations for over 20 years, previously at Veritable, LP. Regina founded, and leads, the Portfolio Accounting Group (PAG) in the Philadelphia metro area office. Her team is responsible for managing the portfolio accounting and management system and ensuring accurate books and records for all client accounts. Regina and her team also play a key role in the onboarding of new clients, pricing client portfolios, and managing the custodian electronic interfaces.
Regina works closely, and as a liaison, with IT & Reporting, Trading, and the Portfolio Management teams. Over the years, Regina has led several initiatives to centralize various operational tasks across the office, creating efficiencies and streamlining workflows. Regina is a member of the Operating Committee and Trade Review Committee for the Philadelphia metro area office.
Regina earned a Bachelor of Science degree in Business Administration, with a concentration in Finance, from Shippensburg University.
After work and on the weekends, Regina can often be found volunteering at her kids’ school or one of their many sporting events. Regina enjoys spending summer weekends at the Jersey Shore with family and friends.
