Alex Coriddi

A team approach

Our people collaborate to deliver highly personalized service to you.

Lesley Draper
Lesley Draper
CFP®, CTFA
Wealth Advisor
Brian Kazanchy
Brian Kazanchy
CFP®, CFA, MBA
Managing Partner and Wealth Advisor
Jane Newton
Jane Newton
CFP®, MBA
Managing Partner and Wealth Advisor
Bryan Smalley
Bryan Smalley
CFP®
Wealth Advisor

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As an Analyst at RegentAtlantic, Alex supports the Wealth Advisors on his team by conducting financial planning analyses, providing wealth management research to clients and formulating investment recommendations. Alex attended Saint Joseph’s University where he received a BS in Financial Planning and Finance with a minor in Economics. Alex earned the CERTIFIED FINANCIAL PLANNER™ certification in February of 2016. Alex serves as a member of the firm’s Financial Planning Committee, providing research and input on an array of planning topics. Alex also serves on several different committees within the firm that helps develop the company both internally and externally

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