WEEKLY BRIEFING 3.25.21WEEKLY BRIEFING 3.25.21 This week at RegentAtlantic we're talking about feelings. Chris Cordaro shares why we shouldn't dismiss our feelings when making financial decisions.
WEEKLY BRIEFING 3.19.21This week at RegentAtlantic we're talking about the U.S. Securities and Exchange Commission's renewed focus on Environmental, Social and Governance (ESG) investing. Chris Cordaro explains what the SEC is doing to meet investor demand for more ESG transparency.
WEEKLY BRIEFING 3.11.21This week we're talking about what everyone else is talking about: The Meghan and Harry interview with Oprah. Chris Cordaro walks us through the three steps we help our clients with for familial harmony.
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.