About
Regina Cantwell Odel is currently a Trader at United Capital Financial Advisors, LLC, based in Denver, Colorado. In this role, she is responsible for executing trades and supporting portfolio management activities for the firm's diverse client base, which includes individuals, families, and institutional investors. She focuses on implementing investment strategies across a broad spectrum of asset classes, with particular expertise in equities, fixed income, and mutual funds, reflecting United Capital’s comprehensive wealth management approach.
Before joining United Capital Financial Advisors in November 2023, Regina held several positions at Goldman Sachs Personal Financial Management, progressing from Analyst to Associate between 2020 and late 2023. Her responsibilities included supporting client advisory teams, performing in-depth portfolio analysis, and conducting market research to inform investment decisions. These roles allowed her to develop specialized experience in multi-asset portfolio construction, risk management, and client advisory services within the financial sector.
Regina holds a Bachelor of Science degree in Mathematics with a minor in Economics from Loyola University Maryland. Her quantitative background and analytical skills underpin her strengths in trading and investment analysis, and she is recognized for her methodical approach to managing client portfolios and navigating complex market environments. Regina’s work has contributed to enhancing operational efficiency and investment execution within each organization she has served.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| United Capital Financial Advisors, LLC | Trader | Nov 2023 to Present | — |
| Goldman Sachs Personal Financial Management | Associate | Jan 2023 to Dec 2023 | — |
| Goldman Sachs Personal Financial Management | Analyst | Jan 2020 to Dec 2023 | — |
| Charles Schwab | Sr. Fixed Income Specialist | May 2016 to Jan 2020 | — |
| Chapdelaine Tullett Prebon | Vice President | Mar 2009 to Apr 2015 | Agency Bond Broker, Acted as a liaison between traders. Traded 50mm-200mm daily. Traded Agencies and MBS. |
| ICAP | Product Specialist | Oct 2007 to Oct 2008 | Electronic Broker specializing in agency bullets. Monitored the trading over the platform daily. |
| Wunderlich Securities | Vice President-Fundamental Capital Markets | Sep 2005 to Sep 2007 | — |
| Capital Institutional Services | Trader | Jan 2004 to Sep 2005 | — |
| Kayne Anderson Rudnick | Fixed Income Trader | Jan 1999 to Jan 2003 | — |
| G.X Clarke & Co | Sales | Jan 1997 to Jan 1999 | — |
Education
Loyola University Maryland
Bachelor of Science (B.S.), Mathematics, Minor Economics
1993 — 1997
Others at United Capital Financial Advisers, LLC (9)
| Name | Role | Location |
|---|---|---|
| Sr Research Analyst | Seattle, WA , United States | |
| Senior Analyst | Dallas, TX , United States | |
| Chief Investment Officer | Kansas City, MO , United States | |
J Jennifer Dang | Analyst | United States |
A Ashley Heineman | Associate | Plano, TX , United States |
| Senior Trader | TX , United States | |
N Nick Dumitru | Portfolio Analyst | Dallas, TX , United States |
| Analyst | TX , United States | |
| Operations Specialist | Roanoke, TX , United States |