skip to Main Content
0 min read
jack-1605

A team approach

Our people collaborate to deliver highly personalized service to you.

J. Brent Beene
J. Brent Beene
CFP®, MS
Managing Partner and Wealth Advisor
Charlotte Caporrino
Charlotte Caporrino
RP®
Client Relationship Specialist
Gerald M. Korey
Gerald M. Korey
CFP®
Analyst
Matt Masterson
Matt Masterson
CFP®
Wealth Advisor
Philip Metz
Philip Metz
Client Relationship Specialist
James R. Sonneborn
James R. Sonneborn
CFP®, CFA, CDFA, MBA
Partner and Wealth Advisor

Team member name and title

Team member contact

As an Analyst, Jack is responsible for analyzing the client’s financial picture, preparing recommendations, and assisting the Wealth Advisors in developing strategies that strive to help clients in reaching their goals. He graduated Magna Cum Laude from Virginia Tech in May 2016, earning a B.S. in Business with degrees in Finance and Accounting. Prior to joining RegentAtlantic, Jack interned at a public accounting firm and small wealth management practice. At both of these firms, he had the opportunity to run analyses on how to assist the client’s in their financial situation.

Jack enjoys outdoor activities and is interested in travel. Two of his favorite memories are his visit to the Cliffs of Moher in Ireland and hiking El Camino de Santiago in Spain. He hopes to be able to do this again someday.

Upcoming events

Team member insights

Back To Top