Introduction to RegentAtlantic: Mid Year Investment and Planning Outlook 7.21.21RegentAtlantic Chief Investment Officer, Chris Cordaro, Co-Head of Investments Andy Kapyrin, along with our Wealth Advisors Matt Masterson and Melissa Weisz, share their investment insights amid the economic recovery and walk through the financial planning process we use to help create personalized plans.
The Family Focus: Lifetime Gifting StrategiesRegentAtlantic Chris Cordaro, Mike Pappachristou, Jerry Korey, and Eric Chen talk through four common lifetime gifting scenarios and share planning strategies for each based on the perspectives of different family values.
WEEKLY BRIEFING 4.15.21WEEKLY BRIEFING 4.15.21 This week at RegentAtlantic we're talking about EarthDay. Christopher Cordaro explains the importance of this year’s theme, Restore Our Earth, and why we shouldn't go back to business as usual pre-COVID.
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.