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Charlotte Caporrino

A team approach

Our people collaborate to deliver highly personalized service to you.

James R. Sonneborn
Partner and Wealth Advisor
Philip Metz
Philip Metz
Client Relationship Specialist
Gerald M. Korey
Jerry Korey
Wealth Advisor

Charlotte Caporrino

Client Relationship Specialist

Charlotte has over 20 years of experience in the financial planning industry and has been a Client Relationship Specialist at RegentAtlantic for the last 12 years. She interfaces with other team members, as well as directly with clients, to address their operational and procedural needs. Charlotte is the team liaison for RegentAtlantic’s custodian relationships for establishing and maintaining account management and facilitating client needs. She has a Bachelor of Arts Degree from Kent State University and is a Registered Financial Paraplanner®. Charlotte is dedicated to RegentAtlantic’s community participation and is involved with the Firm’s annual holiday initiative.

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