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Tacconelli, Michelle 022 5x7

A team approach

Our people collaborate to deliver highly personalized service to you.

Jonathan J. Hochberg
Jonathan J. Hochberg
MBA
Partner and Wealth Advisor
James Madden
James Madden
MBA
Wealth Advisor
Lawrence Pembroke
Lawrence Pembroke
Client Relationship Specialist
David M. Spungen
David M. Spungen
Partner and 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.

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