WEEKLY BRIEFING 1.8.21This week at RegentAtlantic we are talking about balance. Partner and Wealth Advisor Chris Cordaro shares how he believes that finding balance may be the key to financial well-being.
The Impact of the US Presidential ElectionOur RegentAtlantic team of panelists share how the outcome of the U.S. Presidential Election may financially impact you and what we believe it means for the road ahead.
Strategies for Year End Charitable GivingRegentAtlantic's Chris Cordaro, Lesley Draper, and Jim Sonneborn share charitable giving strategies in light of COVID-19 and recent legislation changes.
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 is a member of the Neighborhood Nonprofits Group.