A team approach
Our people collaborate to deliver highly personalized service to you.
Partner and Wealth Advisor
Wealth Advisor
Michelle Tacconelli
Client Relationship Specialist
Michelle works from our Philadelphia office and is responsible for managing the client portfolio administration and custody relationships, as well as the implementation process, of clients from our Philadelphia and New York City offices. She joined RegentAtlantic as part of combining with Hillview Capital in 2019, and was with Hillview for 12 years. Prior to joining Hillview, Michelle was a Broker Services Manager at Delaware Investments, where she worked for eight years in the Broker Operations group.
Michelle holds a B.S. in Management from St. Joseph’s University. She enjoys running and spending time with her husband and three children cheering on the Philadelphia Eagles, and taking trips to the beach and to Chesapeake Bay.