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Chris Piccoli 090 5x7

A team approach

Our people collaborate to deliver highly personalized service to you.

J. Brent Beene
CFP®, MS
Partner, Chief Culture Officer, and Wealth Advisor
Gerald M. Korey
Jerry Korey
CFP®
Wealth Advisor
Philip Metz
Philip Metz
Client Relationship Specialist

Chris Piccoli

CIMA®, CFP®
Wealth Advisor

Chris advises families and individuals on financial planning, tax planning and investment management. Chris is a CFP® professional and 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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