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Chris Piccoli 090 5x7

A team approach

Our people collaborate to deliver highly personalized service to you.

J. Brent Beene
J. Brent Beene
CFP®, MS
Partner and Wealth Advisor
Charlotte Caporrino
Charlotte Caporrino
FPQP™
Client Relationship Specialist
Jerry Korey
Jerry Korey
CFP®
Wealth Advisor
Philip Metz
Philip Metz
Client Relationship Specialist

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Chris advises families and individuals on financial planning, tax planning and investment management.  He joined RegentAtlantic in 2019, bringing with him 12 years of Retail and Institutional experience in the financial services industry. Prior to RegentAtlantic, Chris was a Client Advisor at J.P. Morgan Private Bank and J.P. Morgan Asset Management. Chris holds the Certified Investment Management Analyst® certification administered by the Investments & Wealth Institute™ in conjunction with the University of Pennsylvania, Wharton School of Business. He is a graduate of Quinnipiac University, where he earned a degree in International Business.

Chris was raised in Oakland, NJ, and currently lives in Wayne, NJ, with his wife Dana, his son Josh and his rescued German Shephard/Beagle Kona. He is an avid NJ/NY Sports Fan. When Chris is not in the office, he enjoys spending time with his family, golfing, hiking, snowboarding and brewing beer.

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