WEEKLY BRIEFING 8.12.20This week at RegentAtlantic we are talking about the quarterly earnings season and what it tells us about the health of corporate America.
WEEKLY BRIEFING 8.4.20This week at RegentAtlantic we're talking about charitable lead annuity trusts. Lesley Draper discusses how they work and their potential benefits in low interest rate environments.
WEEKLY BRIEFING 7.29.20This week Paul Platkin updates our pandemic scorecard.
Christopher J. Cordaro
CFP®, CFA, MBA
Partner, Chief Investment Officer and Wealth Advisor
Chris Cordaro is Chief Investment Officer and architect of RegentAtlantic’s investment philosophy and planning structure. Chris serves on the Board of Managers, the Management Team and, in his capacity as a Wealth Advisor, manages client relationships. He provides advice to the Firm on concentrated stock positions, stock options and executive compensation plans, and was instrumental in launching the Firm’s ESG portfolio option. Chris has been providing wealth management services since 1985. He is a regular guest on CNBC, has appeared on Bloomberg Business, Nightly Business Report, and YahooFinance, and is quoted regularly in media, including The New York Times and The Wall Street Journal. In addition to a BS in Economics, an MS in Financial Planning, and an MBA in Finance, he holds the CERTIFIED FINANCIAL PLANNER™ and the Chartered Financial Analyst® certificates. Chris serves on the Vanguard Financial Advisor ServicesTM RIA Client Council. A former adjunct faculty member at Fairleigh Dickinson University and the County College of Morris, he has served as past president of the New Jersey Chapter of the Financial Planning Association and previously served on the Advisory Board of Financial Advisors for T.D. Waterhouse. He is a member of the Neighborhood Nonprofits Group, and also serves as a Member of the Board of Trustees for the New Jersey Metro Chapter of the National Multiple Sclerosis Society.